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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.79B 74,487,135 +1,674,989 +2%
BlackRock
2
BlackRock
New York
$3.21B 49,926,632 +72,849 +0.1%
Cohen & Steers
3
Cohen & Steers
New York
$2.58B 40,144,429 +6,010,798 +18%
State Street
4
State Street
Massachusetts
$1.94B 30,232,481 -928,757 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.67B 25,913,881 +7,886,464 +44%
Norges Bank
6
Norges Bank
Norway
$1.08B 16,847,350 – –
Fidelity Investments
7
Fidelity Investments
Massachusetts
$999M 15,537,491 -3,520,872 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$656M 10,206,457 +253,173 +3%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$551M 8,564,103 +1,485,253 +21%
RC
10
Resolution Capital
Australia
$462M 7,189,167 -989,132 -12%
Principal Financial Group
11
Principal Financial Group
Iowa
$440M 6,845,508 +2,230,350 +48%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$429M 6,675,723 -2,556,160 -28%
Northern Trust
13
Northern Trust
Illinois
$427M 6,639,990 +68,250 +1%
Morgan Stanley
14
Morgan Stanley
New York
$422M 6,554,565 +138,887 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$404M 6,281,662 +143,331 +2%
Invesco
16
Invesco
Georgia
$385M 5,980,650 -1,483,635 -20%
Legal & General Group
17
Legal & General Group
United Kingdom
$379M 5,890,775 -189,197 -3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$332M 5,160,892 -1,066,348 -17%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$299M 4,648,563 +657,216 +16%
Charles Schwab
20
Charles Schwab
California
$294M 4,571,235 +175,689 +4%
UBS AM
21
UBS AM
Illinois
$280M 4,358,509 -38,807 -0.9%
Bank of America
22
Bank of America
North Carolina
$267M 4,146,977 -145,903 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$264M 4,101,952 +38,632 +1%
ZP
24
Zimmer Partners
New York
$257M 4,000,000 +512,500 +15%
Boston Partners
25
Boston Partners
Massachusetts
$230M 3,572,335 +211,055 +6%
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