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Welltower
WELL

Overview Fund Activity

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$477M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B
3
PI
3
PGGM Investments
Netherlands
$354M
4
BlackRock
4
BlackRock
New York
$2.34B
5
EC
5
Eminence Capital
New York
$126M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.55B
2
EIM
2
Elliott Investment Management
Florida
$22M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$239M
4
Morgan Stanley
4
Morgan Stanley
New York
$281M
5
State Street
5
State Street
Massachusetts
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$168M +$17.2M +311,319 +11%
LIMS
27
Lasalle Investment Management Securities
Maryland
$161M +$26.8M +486,518 +20%
Boston Partners
28
Boston Partners
Massachusetts
$151M +$2.02M +36,752 +1%
CIM
29
Centersquare Investment Management
Pennsylvania
$137M -$8.53M -154,877 -6%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$134M -$30.2M -550,945 -18%
Bank of America
31
Bank of America
North Carolina
$132M -$1.66M -30,046 -1%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$131M +$43M +780,322 +49%
EC
33
Eminence Capital
New York
$126M +$80.2M +1,456,681 +176%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$122M +$31.8M +576,877 +35%
American Century Companies
35
American Century Companies
Missouri
$119M -$44.4M -805,123 -27%
SCCM
36
Schafer Cullen Capital Management
New York
$114M -$7.1M -128,953 -6%
AllianceBernstein
37
AllianceBernstein
Tennessee
$99.9M -$4.05M -73,454 -4%
ACI
38
AMP Capital Investors
Australia
$98.7M +$11.2M +205,598 +13%
WRF
39
Waddell & Reed Financial
Kansas
$95.9M +$18.7M +339,252 +24%
EIP
40
Epoch Investment Partners
New York
$92M -$17.6M -319,597 -16%
Swiss National Bank
41
Swiss National Bank
Switzerland
$89.5M -$7.37M -133,850 -8%
PP
42
Prudential plc
United Kingdom
$87.9M +$13.4M +242,900 +18%
Prudential Financial
43
Prudential Financial
New Jersey
$86M -$7.13M -129,357 -8%
HRES
44
Heitman Real Estate Securities
Illinois
$85.7M +$15.8M +286,561 +23%
Wells Fargo
45
Wells Fargo
California
$78.6M -$5.55M -100,792 -7%
Ameriprise
46
Ameriprise
Minnesota
$78.1M +$4.58M +83,165 +6%
LPC
47
Long Pond Capital
New York
$76.9M +$20.6M +373,917 +37%
PPA
48
Parametric Portfolio Associates
Washington
$70.8M +$4.79M +86,954 +7%
DPIM
49
Duff & Phelps Investment Management
Illinois
$68.8M +$12.4M +224,515 +22%
Citigroup
50
Citigroup
New York
$66.4M +$36.5M +661,883 +122%
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