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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Deutsche Bank
2
Deutsche Bank
Germany
$353M
3
Invesco
3
Invesco
Georgia
$474M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.18B
2
ZP
2
Zimmer Partners
New York
$55.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
SO
4
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.54B 77,257,791 +1,566,906 +2%
BlackRock
2
BlackRock
New York
$3.62B 50,479,230 +604,570 +1%
Cohen & Steers
3
Cohen & Steers
New York
$3.18B 44,309,120 -3,215,872 -7%
State Street
4
State Street
Massachusetts
$2.21B 30,809,919 -278,038 -0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B 23,439,628 -631,827 -3%
Norges Bank
6
Norges Bank
Norway
$1.26B 17,617,550 +762,777 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.17B 16,377,726 +567,977 +4%
Capital International Investors
8
Capital International Investors
California
$1.04B 14,575,066 +11,102,865 +320%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$772M 10,792,006 +237,800 +2%
Principal Financial Group
10
Principal Financial Group
Iowa
$743M 10,361,169 +129,026 +1%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$708M 9,869,551 -340,321 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$487M 6,787,463 +455,626 +7%
Invesco
13
Invesco
Georgia
$474M 6,608,664 +2,043,465 +45%
Northern Trust
14
Northern Trust
Illinois
$470M 6,551,571 -26,696 -0.4%
Morgan Stanley
15
Morgan Stanley
New York
$456M 6,355,303 -112,592 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$447M 6,236,482 +385,267 +7%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$436M 6,088,437 +578,863 +11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$360M 5,023,673 +106,981 +2%
Deutsche Bank
19
Deutsche Bank
Germany
$353M 4,927,021 +3,991,041 +426%
Charles Schwab
20
Charles Schwab
California
$348M 4,858,202 +66,600 +1%
CIM
21
Centersquare Investment Management
Pennsylvania
$347M 4,843,841 +96,674 +2%
RC
22
Resolution Capital
Australia
$338M 4,709,186 -626,453 -12%
UBS AM
23
UBS AM
Illinois
$325M 4,534,026 +52,462 +1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$292M 4,069,391 -140,386 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$291M 4,063,607 -130,535 -3%
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