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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 %
DPIM
51
Duff & Phelps Investment Management
Illinois
$53M 1,023,445 +84,700 +9%
LPC
52
Long Pond Capital
New York
$52.9M 1,021,256 +1,021,256 New
Asset Management One
53
Asset Management One
Japan
$50.4M 973,773 +113,484 +13%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$48.7M 940,643 -2,390,345 -72%
CS
55
Credit Suisse
Switzerland
$45.6M 880,759 -175,440 -17%
EC
56
Eminence Capital
New York
$42.9M 829,680 +829,680 New
HSBC Holdings
57
HSBC Holdings
United Kingdom
$41.2M 795,766 -78,489 -9%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$40.9M 790,565 -28,747 -4%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$38.6M 745,982 +27,191 +4%
SCRM
60
Security Capital Research & Management
Illinois
$36.9M 713,780 +235,420 +49%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M 708,934 +644,410 +999%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$36.4M 703,196 -2,864,755 -80%
UBS Group
63
UBS Group
Switzerland
$36M 695,230 -1,178,199 -63%
AAMU
64
Amundi Asset Management US
Massachusetts
$35M 675,793 +116,435 +21%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$34.9M 674,300 -57,900 -8%
Macquarie Group
66
Macquarie Group
Australia
$34.8M 672,288 +184,262 +38%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$34.2M 660,343 +120,531 +22%
RJA
68
Raymond James & Associates
Florida
$33.1M 639,498 -611,353 -49%
CCM
69
Cullen Capital Management
New York
$32.6M 630,438 -44,732 -7%
Axa
70
Axa
France
$32.5M 628,527 +93,547 +17%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$31.2M 602,751 +160,703 +36%
Canada Life
72
Canada Life
Manitoba, Canada
$31.1M 602,238 -56,029 -9%
Barclays
73
Barclays
United Kingdom
$30.4M 587,074 -332,106 -36%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.2M 584,112 -4,278 -0.7%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$29.3M 566,249 +65,994 +13%
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