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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 %
ACM
51
Adelante Capital Management
California
$76.4M +$518K +8,016 +0.7%
HRES
52
Heitman Real Estate Securities
Illinois
$76M -$24.6M -381,025 -24%
Fidelity International
53
Fidelity International
Bermuda
$72.8M +$59.8M +926,121 +462%
Barclays
54
Barclays
United Kingdom
$72.3M +$2.5M +38,740 +4%
UBS Group
55
UBS Group
Switzerland
$71.3M -$3.62M -55,947 -5%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$71M +$1.39M +21,462 +2%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$67.6M +$15.9M +249,023 +31%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
58
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$67.1M +$39.4M +610,169 +143%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$65.2M +$2.84M +43,910 +5%
PP
60
Prudential plc
United Kingdom
$62.1M -$41.1M -635,301 -40%
CS
61
Credit Suisse
Switzerland
$61.1M +$1.1M +17,012 +2%
Asset Management One
62
Asset Management One
Japan
$60.5M -$2.21M -35,016 -4%
AAMU
63
Amundi Asset Management US
Massachusetts
$58M +$8.18M +126,579 +16%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$51.4M +$948K +14,672 +2%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$50.6M -$11.8M -182,856 -19%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$49.9M +$9.54M +147,681 +24%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$49.5M -$29.7K -459 -0.1%
Axa
68
Axa
France
$49.2M +$616K +9,540 +1%
Citadel Advisors
69
Citadel Advisors
Florida
$48.6M +$35.3M +546,666 +266%
SIG
70
Senator Investment Group
New York
$48.5M -$27.5M -425,000 -36%
SEI Investments
71
SEI Investments
Pennsylvania
$47.8M -$24.9M -385,659 -34%
Macquarie Group
72
Macquarie Group
Australia
$45.5M -$2.79M -43,124 -6%
WBC
73
Westpac Banking Corp
Australia
$44.6M +$4.66M +72,127 +12%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$43M +$11.6M +188,912 +37%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.6M +$1.97M +30,478 +5%
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