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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
201
Texas Permanent School Fund
Texas
$4.4M 67,136 +1,572 +2%
Verition Fund Management
202
Verition Fund Management
Connecticut
$4.38M 66,842 +57,563 +620%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$4.33M 65,985 +6,591 +11%
Mariner
204
Mariner
Kansas
$4.29M 65,458 +34,371 +111%
CAM
205
Carret Asset Management
New York
$4.28M 65,228 -583 -0.9%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$4.17M 63,669 +14,572 +30%
AMG
207
Advisors Management Group
Wisconsin
$4.05M 61,792 -270 -0.4%
GIA
208
Gateway Investment Advisers
Ohio
$4.03M 61,454 +21 +0%
OAM
209
Oppenheimer Asset Management
New York
$4.01M 61,192 +6,112 +11%
SP
210
Sarasin & Partners
United Kingdom
$3.98M 60,775 +3,050 +5%
FMI
211
Factory Mutual Insurance
Massachusetts
$3.98M 60,700 -378,800 -86%
ACIM
212
Azimuth Capital Investment Management
Michigan
$3.95M 60,252 -1,250 -2%
ECA
213
Endeavour Capital Advisors
Connecticut
$3.9M 59,572 -32,164 -35%
M&T Bank
214
M&T Bank
New York
$3.82M 58,248 -3,590 -6%
X
215
Xponance
Pennsylvania
$3.82M 58,248 +10,913 +23%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$3.8M 58,012 +15,000 +35%
SDIC
217
South Dakota Investment Council
South Dakota
$3.76M 57,289 – –
PDN
218
Pensionfund DSM Netherlands
Netherlands
$3.66M 55,753 -59,753 -52%
GCM
219
Garland Capital Management
Washington
$3.63M 55,368 +5,583 +11%
CNB
220
Czech National Bank
Czech Republic
$3.63M 55,309 +1,466 +3%
PAM
221
Private Asset Management
California
$3.5M 53,329 -1,971 -4%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$3.43M 52,255 +53 +0.1%
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$3.41M 52,029 -18,381 -26%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$3.38M 51,635 +4,885 +10%
HighTower Advisors
225
HighTower Advisors
Illinois
$3.35M 50,934 -12,333 -19%
7 8
9
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