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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
201
Czech National Bank
Czech Republic
$4.76M +$258K +3,186 +6%
CWM
202
CIBC World Markets
New York
$4.71M -$9.65M -119,257 -67%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$4.64M -$4.54M -56,113 -49%
SDIC
204
South Dakota Investment Council
South Dakota
$4.63M – – –
SP
205
Sarasin & Partners
United Kingdom
$4.58M -$4.89M -60,402 -52%
PDN
206
Pensionfund DSM Netherlands
Netherlands
$4.51M – – –
GCM
207
Garland Capital Management
Washington
$4.5M +$67K +828 +2%
NB
208
Norinchukin Bank
Japan
$4.41M +$213K +2,629 +5%
Allspring Global Investments
209
Allspring Global Investments
North Carolina
$4.38M +$963K +11,911 +28%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$4.37M -$101K -1,239 -2%
MGP
211
Metis Global Partners
California
$4.36M +$2.54M +31,415 +140%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$4.34M +$121K +1,490 +3%
GCA
213
GSI Capital Advisors
California
$4.33M -$6.4M -79,135 -60%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$4.28M +$261K +3,230 +7%
HCM
215
HGI Capital Management
New York
$4.25M -$7.03M -86,950 -62%
AAF
216
Andra AP-fonden
Sweden
$4.18M +$3.36M +41,500 +407%
AAM
217
Advisors Asset Management
Colorado
$4.16M +$111K +1,368 +3%
Squarepoint
218
Squarepoint
New York
$4.08M +$4.08M +50,389 New
GIBU
219
Gulf International Bank (UK)
United Kingdom
$4.05M -$995K -12,307 -20%
CA
220
Callahan Advisors
Texas
$4.04M +$127K +1,573 +3%
WCM
221
Windward Capital Management
California
$4.01M -$3.32K -41 -0.1%
AC
222
Allstate Corporation
Illinois
$3.85M -$1.5M -18,541 -28%
MWM
223
Moran Wealth Management
Florida
$3.83M +$106K +1,305 +3%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$3.83M -$20.4K -252 -0.5%
Ensign Peak Advisors
225
Ensign Peak Advisors
Utah
$3.68M +$2.73M +33,690 +286%
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