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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
3
BlackRock
New York
$4.09B
4
Credit Agricole
4
Credit Agricole
France
$232M
5
State Street
5
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$392M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$235M
4
HM
4
HealthCor Management
New York
$0
5
N
5
Natixis
France
$7.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.9B 68,821,686 +1,801,505 +3%
BlackRock
2
BlackRock
New York
$4.09B 47,651,136 +3,564,148 +8%
Cohen & Steers
3
Cohen & Steers
New York
$2.95B 34,432,881 +6,643,837 +24%
State Street
4
State Street
Massachusetts
$2.37B 27,618,866 +2,569,041 +10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.35B 15,708,993 +3,869,169 +33%
Norges Bank
6
Norges Bank
Norway
$1.33B 15,559,841 – –
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.1B 12,815,380 -6,848,472 -35%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$783M 9,150,392 +438,977 +5%
Invesco
9
Invesco
Georgia
$712M 8,300,309 -123,594 -1%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$633M 7,382,958 +949,588 +15%
RC
11
Resolution Capital
Australia
$629M 7,339,252 +641,905 +10%
Northern Trust
12
Northern Trust
Illinois
$577M 6,729,221 -87,411 -1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$558M 6,502,326 +1,383,663 +27%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$513M 5,983,037 -86 -0%
Legal & General Group
15
Legal & General Group
United Kingdom
$461M 5,374,772 +87,639 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$435M 5,071,803 +202,582 +4%
Morgan Stanley
17
Morgan Stanley
New York
$424M 4,940,261 +566,660 +13%
PI
18
PGGM Investments
Netherlands
$413M 4,816,404 -4,058 -0.1%
Principal Financial Group
19
Principal Financial Group
Iowa
$392M 4,572,003 -1,251,273 -21%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$362M 4,219,165 +229,781 +6%
UBS AM
21
UBS AM
Illinois
$359M 4,186,001 +704,299 +20%
Charles Schwab
22
Charles Schwab
California
$353M 4,110,249 +197,780 +5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$352M 4,103,712 -258,944 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$337M 3,932,036 -236,828 -6%
ZP
25
Zimmer Partners
New York
$314M 3,662,500 +131,823 +4%
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