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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 Group
51
UBS Group
Switzerland
$93.2M 1,131,465 +97,376 +9%
PAMS
52
Pictet Asset Management (Switzerland)
Switzerland
$85.1M 1,032,898 +1,032,898 New
Citigroup
53
Citigroup
New York
$84.5M 1,026,023 -126,385 -11%
SO
54
STRS Ohio
Ohio
$83.9M 1,018,102 -143,747 -12%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$83.9M 1,020,206 +21,208 +2%
CS
56
Credit Suisse
Switzerland
$82.5M 1,001,070 -139,734 -12%
Aberdeen Group
57
Aberdeen Group
United Kingdom
$80.8M 975,954 +53,521 +6%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$78.6M 953,346 +8,559 +0.9%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$71.4M 866,597 -88,431 -9%
Asset Management One
60
Asset Management One
Japan
$70.6M 857,000 -60,265 -7%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$65.9M 786,201 +82,294 +12%
LIMS
62
Lasalle Investment Management Securities
Maryland
$65.3M 792,716 -8,888 -1%
Fidelity International
63
Fidelity International
Bermuda
$65.3M 792,648 -93,605 -11%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$65.1M 782,930 -287,893 -27%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$60.6M 735,207 -25,387 -3%
National Pension Service
66
National Pension Service
South Korea
$57.8M 701,340 -33,693 -5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$57.3M 695,802 -20,079 -3%
DZ Bank
68
DZ Bank
Germany
$56.6M 686,642 -8,427 -1%
EIP
69
Epoch Investment Partners
New York
$55.8M 677,132 -106,543 -14%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.9M 665,670 -10,903 -2%
N
71
Natixis
France
$51.9M 630,295 +630,295 New
Barclays
72
Barclays
United Kingdom
$51.9M 629,670 -69,637 -10%
HM
73
HealthCor Management
New York
$50.9M 617,480 +182,890 +42%
FMI
74
Factory Mutual Insurance
Massachusetts
$49.5M 601,024 -10,000 -2%
Canada Life
75
Canada Life
Manitoba, Canada
$48.2M 581,012 +65,049 +13%
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