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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 %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$77.1M 1,068,377 +11,347 +1%
EIP
52
Epoch Investment Partners
New York
$76.1M 1,062,826 -392,072 -27%
AAMU
53
Amundi Asset Management US
Massachusetts
$71M 990,583 +93,647 +10%
CS
54
Credit Suisse
Switzerland
$70.8M 987,702 +42,368 +4%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$70.1M 978,590 +205,783 +27%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$69.1M 965,055 -43,951 -4%
UBS Group
57
UBS Group
Switzerland
$67.2M 938,771 -165,203 -15%
HM
58
HealthCor Management
New York
$66.4M 927,040 +569,920 +160%
Asset Management One
59
Asset Management One
Japan
$65.9M 919,789 -37,065 -4%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$61.7M 928,116 -170,940 -16%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$61.6M 860,235 +77,616 +10%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$61.2M 854,610 +854,610 New
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$59.8M 835,003 +276,045 +49%
CCM
64
Camber Capital Management
Massachusetts
$58M 810,000 +810,000 New
American Century Companies
65
American Century Companies
Missouri
$57.8M 807,595 -1,252,099 -61%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$57.7M 804,845 +8,847 +1%
Axa
67
Axa
France
$54.6M 762,941 +2,020 +0.3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$53.1M 741,252 -24,806 -3%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$52.1M 728,019 +353,426 +94%
National Pension Service
70
National Pension Service
South Korea
$51.7M 722,372 +171,663 +31%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.5M 705,698 +76,705 +12%
WBC
72
Westpac Banking Corp
Australia
$47.1M 657,679 -32,969 -5%
Barclays
73
Barclays
United Kingdom
$42.8M 598,079 -520,409 -47%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$42.4M 560,183 -142,235 -20%
FMI
75
Factory Mutual Insurance
Massachusetts
$40.9M 571,319 -12,081 -2%
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