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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.62B 80,757,592 +2,156,673 +3%
BlackRock
2
BlackRock
New York
$4.31B 52,625,343 -783,760 -1%
Cohen & Steers
3
Cohen & Steers
New York
$3.34B 40,769,115 +2,760,840 +7%
State Street
4
State Street
Massachusetts
$2.66B 32,518,761 +289,360 +0.9%
Norges Bank
5
Norges Bank
Norway
$2.23B 27,196,050 +9,578,500 +54%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.2B 26,819,453 -283,817 -1%
Capital International Investors
7
Capital International Investors
California
$1.78B 21,771,112 +387,747 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.17B 14,308,179 -189,666 -1%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.06B 12,925,394 +2,596,718 +25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$991M 12,117,683 +599,465 +5%
Invesco
11
Invesco
Georgia
$695M 8,486,611 +1,581,084 +23%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$646M 7,887,167 -129,606 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$597M 7,282,141 +1,215,748 +20%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$594M 7,249,956 +272,017 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$543M 6,627,731 +48,051 +0.7%
Northern Trust
16
Northern Trust
Illinois
$542M 6,612,701 +118,656 +2%
Morgan Stanley
17
Morgan Stanley
New York
$540M 6,586,771 +208,711 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$455M 5,559,613 -1,999,254 -26%
RC
19
Resolution Capital
Australia
$449M 5,482,151 +49,182 +0.9%
Charles Schwab
20
Charles Schwab
California
$441M 5,387,736 +270,251 +5%
UBS AM
21
UBS AM
Illinois
$408M 4,977,841 +443,815 +10%
CIM
22
Centersquare Investment Management
Pennsylvania
$367M 4,483,725 -162,191 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$349M 4,261,543 -1,458,308 -25%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$335M 4,085,722 +643,022 +19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$326M 3,973,899 -69,312 -2%
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