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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.28B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.29B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$530M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$359M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$976M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$480M
2
PI
2
PGGM Investments
Netherlands
$397M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$422M
4
Macquarie Group
4
Macquarie Group
Australia
$29.3M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$317M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$287M 3,481,702 +16,816 +0.5%
Boston Partners
27
Boston Partners
Massachusetts
$268M 3,248,848 +90,393 +3%
Prudential Financial
28
Prudential Financial
New Jersey
$254M 2,960,871 +130,981 +5%
Ameriprise
29
Ameriprise
Minnesota
$227M 2,753,100 -360,174 -12%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$217M 2,634,600 +33,093 +1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$200M 2,421,216 +287,743 +13%
Bank of America
32
Bank of America
North Carolina
$193M 2,345,956 +483,709 +26%
BC
33
Brookfield Corp
Ontario, Canada
$155M 1,881,712 -381,455 -17%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$150M 1,822,569 +17,043 +0.9%
Goldman Sachs
35
Goldman Sachs
New York
$148M 1,794,765 -235,556 -12%
American Century Companies
36
American Century Companies
Missouri
$146M 1,766,281 +62,420 +4%
CCM
37
Cullen Capital Management
New York
$142M 1,720,392 -253,667 -13%
Swiss National Bank
38
Swiss National Bank
Switzerland
$136M 1,650,880 -51,000 -3%
ACI
39
AMP Capital Investors
Australia
$136M 1,644,009 -355,339 -18%
ACM
40
AEW Capital Management
Massachusetts
$127M 1,544,407 -162,900 -10%
SEI Investments
41
SEI Investments
Pennsylvania
$127M 1,539,994 +13,466 +0.9%
DPIM
42
Duff & Phelps Investment Management
Illinois
$124M 1,504,642 -40,875 -3%
CIMLRA
43
CBRE Investment Management Listed Real Assets
Pennsylvania
$120M 1,459,434 +188,463 +15%
PPA
44
Parametric Portfolio Associates
Washington
$117M 1,417,469 +46,942 +3%
ACM
45
Adelante Capital Management
California
$116M 1,406,177 -24,604 -2%
HRES
46
Heitman Real Estate Securities
Illinois
$115M 1,397,069 -411,504 -23%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$115M 1,396,878 +239,111 +21%
Wells Fargo
48
Wells Fargo
California
$113M 1,376,239 +143,330 +12%
AllianceBernstein
49
AllianceBernstein
Tennessee
$103M 1,252,909 -22,852 -2%
Amundi
50
Amundi
France
$97.4M 1,181,930 -112,845 -9%
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