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Welltower
WELL

Overview Fund Activity

753 hedge funds and large institutions have $33.4B invested in Welltower in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 263 reducing their positions, and 58 closing their positions.

Holders
753
Holders Change
+22
Holders Change %
+3.01%
% of All Funds
13.15%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
87
Increased
268
Reduced
263
Closed
58
Calls
$128M
Puts
$104M
Net Calls
+$24.4M
Net Calls Change
-$19.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
4
Macquarie Group
Australia
$182M
5
ZP
5
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$142M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
5
Camber Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SO
51
STRS Ohio
Ohio
$96.5M 1,161,849 -27,243 -2%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$96.2M 1,157,767 -135,711 -10%
Citigroup
53
Citigroup
New York
$95.8M 1,152,408 +42,564 +4%
CS
54
Credit Suisse
Switzerland
$95.2M 1,140,804 +153,102 +16%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$89M 1,070,823 +2,446 +0.2%
UBS Group
56
UBS Group
Switzerland
$85.9M 1,034,089 +95,318 +10%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$82.9M 998,998 +20,408 +2%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$79.4M 955,028 +227,009 +31%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$78.5M 944,787 -20,268 -2%
PAMU
60
Pictet Asset Management (UK)
United Kingdom
$77.3M 930,031 +95,028 +11%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$76.7M 922,433 +62,198 +7%
Asset Management One
62
Asset Management One
Japan
$76.2M 917,265 -2,524 -0.3%
Fidelity International
63
Fidelity International
Bermuda
$73.6M 886,253 +366,851 +71%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$68.5M 825,705 -102,411 -11%
LIMS
65
Lasalle Investment Management Securities
Maryland
$66.6M 801,604 -908,471 -53%
EIP
66
Epoch Investment Partners
New York
$65.1M 783,675 -279,151 -26%
Axa
67
Axa
France
$63.6M 765,001 +2,060 +0.3%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$63.2M 760,594 -44,251 -5%
National Pension Service
69
National Pension Service
South Korea
$61.1M 735,033 +12,661 +2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$59.5M 715,881 -25,371 -3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$58.7M 703,907 +143,724 +26%
Barclays
72
Barclays
United Kingdom
$58.1M 699,307 +101,228 +17%
DZ Bank
73
DZ Bank
Germany
$57.8M 695,069 +646,396 +1,328%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.2M 676,573 -29,125 -4%
WBC
75
Westpac Banking Corp
Australia
$51.1M 615,333 -42,346 -6%
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