WELL icon

Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$4.27M +$92.8K +1,294 +2%
DILIC
202
Dai-ichi Life Insurance Company
Japan
$4.19M +$28.6K +399 +0.7%
SDIC
203
South Dakota Investment Council
South Dakota
$4.11M – – –
PDN
204
Pensionfund DSM Netherlands
Netherlands
$4M – – –
CNB
205
Czech National Bank
Czech Republic
$3.99M +$25.6K +357 +0.6%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$3.93M +$230K +3,212 +6%
GCM
207
Garland Capital Management
Washington
$3.93M -$41.3K -576 -1%
HighTower Advisors
208
HighTower Advisors
Illinois
$3.79M +$132K +1,835 +4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.74M -$6.6K -92 -0.2%
LGF
210
LGT Group Foundation
Liechtenstein
$3.72M +$3.18M +44,425 +595%
NB
211
Norinchukin Bank
Japan
$3.72M +$381K +5,311 +11%
Verition Fund Management
212
Verition Fund Management
Connecticut
$3.67M -$1.12M -15,650 -23%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$946K +13,202 +35%
AAM
214
Advisors Asset Management
Colorado
$3.59M +$680K +9,488 +23%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$3.56M +$473K +6,599 +15%
WCM
216
Windward Capital Management
California
$3.56M +$1.86K +26 +0.1%
Brown Advisory
217
Brown Advisory
Maryland
$3.53M +$2.63M +36,744 +293%
Robeco Institutional Asset Management
218
Robeco Institutional Asset Management
Netherlands
$3.5M +$316K +4,408 +10%
CA
219
Callahan Advisors
Texas
$3.47M +$32.7K +456 +1%
PAM
220
Private Asset Management
California
$3.44M -$384K -5,362 -10%
NWM
221
Nicola Wealth Management
British Columbia, Canada
$3.42M +$739K +10,300 +28%
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$3.41M -$47.8K -667 -1%
CAN
223
Cetera Advisor Networks
California
$3.36M +$106K +1,480 +3%
MWM
224
Moran Wealth Management
Florida
$3.3M +$3.3M +46,058 New
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$3.27M +$401K +5,589 +14%
7 8
9
10 11