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Welltower
WELL

Overview Fund Activity

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M

Top Buyers

1
RC
1
Resolution Capital
Australia
$471M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.24B
3
Invesco
3
Invesco
Georgia
$562M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$534M
5
PI
5
PGGM Investments
Netherlands
$607M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$607M
2
ZP
2
Zimmer Partners
New York
$78.8M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$394M
4
SCCM
4
Schafer Cullen Capital Management
New York
$9.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$347M
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$222M 3,097,561 +315,231 +11%
Ameriprise
27
Ameriprise
Minnesota
$213M 2,970,148 +748,289 +34%
ACM
28
AEW Capital Management
Massachusetts
$203M 2,835,991 -211,216 -7%
Goldman Sachs
29
Goldman Sachs
New York
$169M 2,362,103 +158,424 +7%
BC
30
Brookfield Corp
Ontario, Canada
$157M 2,190,915 -924,468 -30%
CCM
31
Cullen Capital Management
New York
$149M 2,082,867 +1,650,190 +381%
ACI
32
AMP Capital Investors
Australia
$148M 2,056,099 +278,654 +16%
Prudential Financial
33
Prudential Financial
New Jersey
$145M 2,018,789 +557,440 +38%
Bank of America
34
Bank of America
North Carolina
$129M 1,804,818 -75,155 -4%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$129M 1,801,754 -287,119 -14%
WRF
36
Waddell & Reed Financial
Kansas
$126M 1,760,006 +81,083 +5%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$125M 1,746,259 +178,336 +11%
LIMS
38
Lasalle Investment Management Securities
Maryland
$122M 1,710,075 -435,929 -20%
Swiss National Bank
39
Swiss National Bank
Switzerland
$115M 1,603,934 +28,200 +2%
SEI Investments
40
SEI Investments
Pennsylvania
$97.2M 1,361,774 +621,997 +84%
ACM
41
Adelante Capital Management
California
$96.2M 1,342,342 +160,516 +14%
PPA
42
Parametric Portfolio Associates
Washington
$95.4M 1,332,172 +3,510 +0.3%
DPIM
43
Duff & Phelps Investment Management
Illinois
$93.7M 1,308,307 +64,350 +5%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$92.7M 1,293,478 +941,832 +268%
AllianceBernstein
45
AllianceBernstein
Tennessee
$88.4M 1,234,120 -418,322 -25%
Wells Fargo
46
Wells Fargo
California
$87.5M 1,221,167 -213,450 -15%
HRES
47
Heitman Real Estate Securities
Illinois
$87.4M 1,220,748 +45,296 +4%
SO
48
STRS Ohio
Ohio
$85.2M 1,189,092 +645,049 +119%
Citigroup
49
Citigroup
New York
$79.5M 1,109,844 -144,964 -12%
ZP
50
Zimmer Partners
New York
$78.8M 1,100,000 -2,287,500 -68%
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