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Welltower
WELL

Overview Fund Activity

728 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 324 reducing their positions, and 98 closing their positions.

Holders
728
Holders Change
-21
Holders Change %
-2.8%
% of All Funds
14.96%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.21%
New
83
Increased
232
Reduced
324
Closed
98
Calls
$136M
Puts
$97.9M
Net Calls
+$38.6M
Net Calls Change
+$47.6M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$569M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$390M
3
EIM
3
Elliott Investment Management
Florida
$184M
4
BC
4
Brookfield Corp
Ontario, Canada
$141M
5
Boston Partners
5
Boston Partners
Massachusetts
$140M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$153M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.4M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$48.7M
4
Charles Schwab
4
Charles Schwab
California
$192M
5
BlackRock
5
BlackRock
New York
$2.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$140M 2,707,903 +2,707,903 New
UBS AM
27
UBS AM
Illinois
$138M 2,671,256 -520,809 -16%
CIM
28
Centersquare Investment Management
Pennsylvania
$137M 2,641,740 +2,119,927 +406%
LIMS
29
Lasalle Investment Management Securities
Maryland
$126M 2,433,022 -119,553 -5%
Bank of America
30
Bank of America
North Carolina
$125M 2,423,294 -1,107,337 -31%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$114M 2,198,965 +553,007 +34%
SCCM
32
Schafer Cullen Capital Management
New York
$113M 2,190,888 +61,095 +3%
ACM
33
AEW Capital Management
Massachusetts
$104M 2,014,807 +610,175 +43%
EIP
34
Epoch Investment Partners
New York
$103M 1,989,233 -57,648 -3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$97.7M 1,887,625 +470,868 +33%
Invesco
36
Invesco
Georgia
$96.1M 1,856,227 -1,115,121 -38%
Swiss National Bank
37
Swiss National Bank
Switzerland
$91M 1,758,884 -102,000 -5%
Prudential Financial
38
Prudential Financial
New Jersey
$87.4M 1,689,819 +259,610 +18%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$84.8M 1,638,689 -206,398 -11%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$82.3M 1,591,157 +637,457 +67%
ACI
41
AMP Capital Investors
Australia
$82.3M 1,605,770 -134,124 -8%
Wells Fargo
42
Wells Fargo
California
$79.1M 1,527,608 -619,588 -29%
WRF
43
Waddell & Reed Financial
Kansas
$72.5M 1,401,119 +186,353 +15%
PP
44
Prudential plc
United Kingdom
$70M 1,353,101 +342,800 +34%
Ameriprise
45
Ameriprise
Minnesota
$68.8M 1,335,096 +289,690 +28%
HRES
46
Heitman Real Estate Securities
Illinois
$65.7M 1,269,916 +205,038 +19%
PPA
47
Parametric Portfolio Associates
Washington
$62M 1,197,855 -369,038 -24%
SEI Investments
48
SEI Investments
Pennsylvania
$59.7M 1,154,537 -99,806 -8%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$58.1M 1,122,610 +16,197 +1%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$56.4M 1,090,347 +684,391 +169%
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