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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.36B 78,600,919 +1,343,128 +2%
BlackRock
2
BlackRock
New York
$4.32B 53,409,103 +2,929,873 +6%
Cohen & Steers
3
Cohen & Steers
New York
$3.07B 38,008,275 -6,300,845 -14%
State Street
4
State Street
Massachusetts
$2.61B 32,229,401 +1,419,482 +5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.19B 27,103,270 +3,663,642 +16%
Capital International Investors
6
Capital International Investors
California
$1.73B 21,383,365 +6,808,299 +47%
Norges Bank
7
Norges Bank
Norway
$1.43B 17,617,550 – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.17B 14,497,845 -1,879,881 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$929M 11,518,218 +726,212 +7%
Principal Financial Group
10
Principal Financial Group
Iowa
$835M 10,328,676 -32,493 -0.3%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$648M 8,016,773 -1,852,778 -19%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$611M 7,558,867 +2,535,194 +50%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$564M 6,977,939 +190,476 +3%
Invesco
14
Invesco
Georgia
$559M 6,905,527 +296,863 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$532M 6,579,680 +343,198 +6%
Northern Trust
16
Northern Trust
Illinois
$525M 6,494,045 -57,526 -0.9%
Morgan Stanley
17
Morgan Stanley
New York
$516M 6,378,060 +22,757 +0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$491M 6,066,393 -22,044 -0.4%
Deutsche Bank
19
Deutsche Bank
Germany
$463M 5,719,851 +792,830 +16%
RC
20
Resolution Capital
Australia
$439M 5,432,969 +723,783 +15%
Charles Schwab
21
Charles Schwab
California
$414M 5,117,485 +259,283 +5%
CIM
22
Centersquare Investment Management
Pennsylvania
$376M 4,645,916 -197,925 -4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$338M 3,442,700 -626,691 -15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$327M 4,043,211 -20,396 -0.5%
UBS AM
25
UBS AM
Illinois
$325M 4,534,026 – –
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