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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.36M +$108K +1,679 +3%
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$4.29M +$3.4M +52,916 +386%
Walleye Trading
203
Walleye Trading
New York
$4.25M -$3.67M -57,001 -46%
Squarepoint
204
Squarepoint
New York
$4.24M +$1.83M +28,427 +76%
CAM
205
Carret Asset Management
New York
$4.23M -$9.65K -150 -0.2%
TPSF
206
Texas Permanent School Fund
Texas
$4.22M +$360K +5,602 +9%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$4.17M -$249K -3,872 -6%
HighTower Advisors
208
HighTower Advisors
Illinois
$4.07M +$26.5K +413 +0.7%
AMG
209
Advisors Management Group
Wisconsin
$3.99M -$43.2K -672 -1%
M&T Bank
210
M&T Bank
New York
$3.98M -$86.7K -1,348 -2%
ACIM
211
Azimuth Capital Investment Management
Michigan
$3.96M -$261K -4,055 -6%
GIA
212
Gateway Investment Advisers
Ohio
$3.95M +$1.01M +15,713 +34%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$3.82M +$458K +7,117 +14%
HCMT
214
Highland Capital Management (Tennessee)
Tennessee
$3.72M -$9.65K -150 -0.3%
SP
215
Sarasin & Partners
United Kingdom
$3.71M +$83.5K +1,298 +2%
SDIC
216
South Dakota Investment Council
South Dakota
$3.69M – – –
PAM
217
Private Asset Management
California
$3.56M -$140K -2,169 -4%
OAM
218
Oppenheimer Asset Management
New York
$3.54M +$448K +6,963 +14%
CNB
219
Czech National Bank
Czech Republic
$3.46M +$3.46M +53,843 New
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$3.36M +$2.96K +46 +0.1%
HIMCH
221
Hartford Investment Management Co (HIMCO)
Connecticut
$3.21M +$31.5K +490 +1%
GCM
222
Garland Capital Management
Washington
$3.2M +$37.9K +590 +1%
WCM
223
Windward Capital Management
California
$3.2M +$21.9K +340 +0.7%
NB
224
Norinchukin Bank
Japan
$3.18M +$445K +6,915 +16%
JPMPWA
225
J.P. Morgan Private Wealth Advisors
California
$3.16M +$166K +2,582 +6%
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