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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.33%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.9B
4
State Street
4
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
2
Credit Agricole
France
$9.43M
3
CCM
3
Cullen Capital Management
New York
$451K
4
BlackRock
4
BlackRock
New York
$4.45B
5
Invesco
5
Invesco
Georgia
$666M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.9B 71,733,837 +2,912,151 +4%
BlackRock
2
BlackRock
New York
$4.45B 46,244,127 -1,407,009 -3%
Cohen & Steers
3
Cohen & Steers
New York
$3.38B 35,199,497 +766,616 +2%
State Street
4
State Street
Massachusetts
$2.9B 30,173,175 +2,554,309 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.85B 19,266,874 +3,557,881 +23%
Norges Bank
6
Norges Bank
Norway
$1.5B 15,559,841 – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.33B 13,798,930 +9,695,218 +236%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$942M 9,797,569 -3,017,811 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$905M 9,433,153 +282,761 +3%
RC
10
Resolution Capital
Australia
$720M 7,485,796 +146,544 +2%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$701M 7,289,665 -93,293 -1%
Invesco
12
Invesco
Georgia
$666M 6,924,325 -1,375,984 -17%
Northern Trust
13
Northern Trust
Illinois
$642M 6,682,434 -46,787 -0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$628M 6,537,169 +34,843 +0.5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$588M 6,120,639 +137,602 +2%
Legal & General Group
16
Legal & General Group
United Kingdom
$533M 5,544,099 +169,327 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$491M 5,104,995 +33,192 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$484M 5,032,761 +92,500 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$436M 4,532,943 -39,060 -0.9%
PI
20
PGGM Investments
Netherlands
$413M 4,816,404 – –
UBS AM
21
UBS AM
Illinois
$411M 4,272,002 +86,001 +2%
Charles Schwab
22
Charles Schwab
California
$408M 4,245,096 +134,847 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$382M 3,976,823 +44,787 +1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$349M 3,762,869 -456,296 -11%
ZP
25
Zimmer Partners
New York
$339M 3,525,000 -137,500 -4%
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