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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.

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
1
Vanguard Group
Pennsylvania
$4.16B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$830M
3
Invesco
3
Invesco
Georgia
$338M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$309M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$904M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$760M
2
Goldman Sachs
2
Goldman Sachs
New York
$142M
3
LPC
3
Long Pond Capital
New York
$0
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$201M +$4.81M +74,400 +2%
ACM
27
AEW Capital Management
Massachusetts
$197M +$362K +5,600 +0.2%
Boston Partners
28
Boston Partners
Massachusetts
$180M +$2.43M +37,675 +1%
Ameriprise
29
Ameriprise
Minnesota
$144M +$51.9M +803,598 +57%
Goldman Sachs
30
Goldman Sachs
New York
$142M -$101M -1,556,201 -41%
LIMS
31
Lasalle Investment Management Securities
Maryland
$139M -$50M -773,536 -26%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$135M -$8.19M -126,693 -6%
American Century Companies
33
American Century Companies
Missouri
$133M -$6.46M -99,910 -5%
KBC Group
34
KBC Group
Belgium
$122M -$6.18M -18,040 -5%
Bank of America
35
Bank of America
North Carolina
$121M -$33.2M -513,275 -21%
ACI
36
AMP Capital Investors
Australia
$113M -$2.16M -33,923 -2%
WRF
37
Waddell & Reed Financial
Kansas
$108M -$3.97M -61,448 -4%
SCCM
38
Schafer Cullen Capital Management
New York
$108M -$25M -386,942 -19%
CIMLRA
39
CBRE Investment Management Listed Real Assets
Pennsylvania
$107M -$46M -711,942 -30%
AllianceBernstein
40
AllianceBernstein
Tennessee
$107M -$10.5M -161,729 -9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$102M -$3.19M -49,300 -3%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$101M -$55.8M -868,585 -36%
Prudential Financial
43
Prudential Financial
New Jersey
$94.4M -$6.4M -99,113 -6%
EIP
44
Epoch Investment Partners
New York
$94M -$13.9M -214,738 -13%
EC
45
Eminence Capital
New York
$93.7M -$54M -836,095 -37%
Wells Fargo
46
Wells Fargo
California
$92.7M +$504K +7,801 +0.5%
PPA
47
Parametric Portfolio Associates
Washington
$85.9M +$2.83M +43,853 +3%
Citigroup
48
Citigroup
New York
$81.1M +$3.17M +49,120 +4%
DPIM
49
Duff & Phelps Investment Management
Illinois
$80.4M -$259K -4,003 -0.3%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$76.7M +$63.9M +989,664 +499%
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