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Welltower
WELL

Overview Fund Activity

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$270M
3
Invesco
Invesco
Georgia
+$269M
4
CIM
Centersquare Investment Management
Pennsylvania
+$149M
5
Principal Financial Group
Principal Financial Group
Iowa
+$131M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.06B
2
Goldman Sachs
Goldman Sachs
New York
-$101M
3
LPC
Long Pond Capital
New York
-$76.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$2.25M -$980K -15,163 -30%
DILIC
252
Dai-ichi Life Insurance Company
Japan
$2.25M +$1.94M +30,000 +626%
PI
253
PineBridge Investments
New York
$2.21M +$77.9K +1,206 +4%
GAM
254
Gotham Asset Management
New York
$2.18M -$1.22M -18,873 -36%
TRCT
255
Tower Research Capital (TRC)
New York
$2.16M +$227K +3,513 +12%
CPC
256
Consolidated Planning Corp
Georgia
$2.14M -$383K -5,931 -15%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$2.12M -$52.7K -816 -2%
PAG
258
Private Advisor Group
New Jersey
$2.1M -$54.3K -840 -3%
FA
259
FMA Advisory
Pennsylvania
$2.09M -$108K -1,673 -5%
Mackenzie Financial
260
Mackenzie Financial
Ontario, Canada
$2.06M +$189K +2,919 +10%
PS
261
Pensionfund Sabic
Netherlands
$2.05M – – –
MNBTD
262
Moody National Bank Trust Division
Texas
$2.01M – – –
OC
263
Oppenheimer & Co
New York
$1.96M +$28.5K +441 +1%
EMPI
264
Elo Mutual Pension Insurance
Finland
$1.92M +$1.92M +29,669 New
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$1.9M +$822K +12,725 +76%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$1.85M +$281K +4,355 +18%
BB
267
Busey Bank
Illinois
$1.8M -$237K -3,674 -12%
ANI
268
American National Insurance
Texas
$1.79M – – –
BAMF
269
BI Asset Management Fondsmaeglerselskab
Denmark
$1.78M +$1.78M +27,604 New
CIA
270
Capital Investment Advisors
Georgia
$1.78M -$26.4K -409 -1%
BMSSC
271
B. Metzler seel. Sohn & Co
Germany
$1.72M +$1.72M +25,374 New
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$1.7M -$25.9K -400 -1%
QI
273
QS Investors
New York
$1.68M +$111K +1,717 +7%
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$1.67M +$304K +4,700 +22%
Capstone Investment Advisors
275
Capstone Investment Advisors
New York
$1.67M +$472K +7,302 +39%
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