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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
ACI
1
AMP Capital Investors
Australia
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$2.81B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$760M
4
American Century Companies
4
American Century Companies
Missouri
$103M
5
Deutsche Bank
5
Deutsche Bank
Germany
$385M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6B 72,812,146 +1,078,309 +2%
BlackRock
2
BlackRock
New York
$4.11B 49,853,783 +3,609,656 +8%
Cohen & Steers
3
Cohen & Steers
New York
$2.81B 34,133,631 -1,065,866 -3%
State Street
4
State Street
Massachusetts
$2.57B 31,161,238 +988,063 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.57B 19,058,363 -208,511 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.48B 18,027,417 +4,228,487 +31%
Norges Bank
7
Norges Bank
Norway
$1.39B 16,847,350 +1,287,509 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$818M 9,953,284 +520,131 +6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$760M 9,231,883 -565,686 -6%
RC
10
Resolution Capital
Australia
$673M 8,178,299 +692,503 +9%
Invesco
11
Invesco
Georgia
$615M 7,464,285 +539,960 +8%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$583M 7,078,850 -210,815 -3%
Northern Trust
13
Northern Trust
Illinois
$541M 6,571,740 -110,694 -2%
Morgan Stanley
14
Morgan Stanley
New York
$528M 6,415,678 +1,382,917 +27%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$513M 6,227,240 -309,929 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$505M 6,138,331 +17,692 +0.3%
Legal & General Group
17
Legal & General Group
United Kingdom
$501M 6,079,972 +535,873 +10%
Deutsche Bank
18
Deutsche Bank
Germany
$385M 4,672,561 -432,434 -8%
Principal Financial Group
19
Principal Financial Group
Iowa
$380M 4,615,158 +82,215 +2%
UBS AM
20
UBS AM
Illinois
$362M 4,397,316 +125,314 +3%
Charles Schwab
21
Charles Schwab
California
$362M 4,395,546 +150,450 +4%
Bank of America
22
Bank of America
North Carolina
$354M 4,292,880 +2,499,315 +139%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$335M 4,063,320 +86,497 +2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$329M 3,991,347 +228,478 +6%
ZP
25
Zimmer Partners
New York
$287M 3,487,500 -37,500 -1%
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