WELL icon

Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.96B 75,690,885 +1,203,750 +2%
BlackRock
2
BlackRock
New York
$3.27B 49,874,660 -51,972 -0.1%
Cohen & Steers
3
Cohen & Steers
New York
$3.12B 47,524,992 +7,380,563 +18%
State Street
4
State Street
Massachusetts
$2.04B 31,087,957 +855,476 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.58B 24,071,455 -1,842,426 -7%
Norges Bank
6
Norges Bank
Norway
$1.1B 16,854,773 +7,423 +0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.04B 15,809,749 +272,258 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$691M 10,554,206 +347,749 +3%
Principal Financial Group
9
Principal Financial Group
Iowa
$671M 10,232,143 +3,386,635 +49%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$669M 10,209,872 +1,645,769 +19%
Northern Trust
11
Northern Trust
Illinois
$431M 6,578,267 -61,723 -0.9%
Morgan Stanley
12
Morgan Stanley
New York
$424M 6,467,895 -86,670 -1%
Legal & General Group
13
Legal & General Group
United Kingdom
$384M 5,851,215 -39,560 -0.7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$361M 5,509,574 -1,166,149 -17%
RC
15
Resolution Capital
Australia
$350M 5,335,639 -1,853,528 -26%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$322M 4,916,692 -244,200 -5%
Charles Schwab
17
Charles Schwab
California
$314M 4,791,602 +220,367 +5%
CIM
18
Centersquare Investment Management
Pennsylvania
$311M 4,747,167 +1,605,211 +51%
Invesco
19
Invesco
Georgia
$299M 4,565,199 -1,415,451 -24%
UBS AM
20
UBS AM
Illinois
$294M 4,481,564 +123,055 +3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$276M 4,209,777 -438,786 -9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$275M 4,194,142 +92,190 +2%
ZP
23
Zimmer Partners
New York
$251M 3,831,712 -168,288 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$231M 3,517,027 +558,722 +19%
Capital International Investors
25
Capital International Investors
California
$228M 3,472,201 +3,472,201 New
1
2 3 4 5