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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 Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$29M -$1.64M -31,670 -5%
SO
77
STRS Ohio
Ohio
$28.7M -$1.81M -34,982 -6%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$28.6M -$1.14M -22,073 -4%
SIG
79
Senator Investment Group
New York
$28.5M +$28.5M +550,000 New
Citigroup
80
Citigroup
New York
$28.1M -$44.1M -851,569 -61%
National Pension Service
81
National Pension Service
South Korea
$27.4M +$125K +2,410 +0.5%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$27.3M -$1.88M -38,310 -6%
CIM
83
Corda Investment Management
Texas
$27.2M +$229K +4,422 +0.8%
WBC
84
Westpac Banking Corp
Australia
$26.5M +$10.2M +196,162 +62%
ACM
85
Adelante Capital Management
California
$25.6M +$7.31M +141,190 +40%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$25M +$890K +17,200 +4%
UIC
87
Uniplan Investment Counsel
Wisconsin
$24.8M -$1.6M -30,979 -6%
FMI
88
Factory Mutual Insurance
Massachusetts
$24.6M -$352K -6,800 -1%
Citadel Advisors
89
Citadel Advisors
Florida
$24M +$19.9M +384,335 +480%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.5M -$1.02M -19,825 -4%
Swedbank
91
Swedbank
Sweden
$23.4M -$4.98M -96,247 -18%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$23.4M +$3.38M +65,407 +17%
VRS
93
Virginia Retirement Systems
Virginia
$23.1M +$1.06M +20,400 +5%
SAM
94
Securian Asset Management
Minnesota
$22.1M -$4.19M -81,055 -16%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$22M +$5.57M +107,608 +34%
NIPH
96
NN Investment Partners Holdings
Netherlands
$21.3M +$1.98M +38,251 +10%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$20.3M -$21.2M -410,009 -51%
Aviva
98
Aviva
United Kingdom
$20.2M -$458K -8,853 -2%
KBC Group
99
KBC Group
Belgium
$20M +$7.25M +140,098 +57%
Nomura Asset Management
100
Nomura Asset Management
Japan
$19.9M +$675K +13,051 +4%
2 3
4
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