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Welltower
WELL

Overview Fund Activity

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$477M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B
3
PI
3
PGGM Investments
Netherlands
$354M
4
BlackRock
4
BlackRock
New York
$2.34B
5
EC
5
Eminence Capital
New York
$126M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.55B
2
EIM
2
Elliott Investment Management
Florida
$22M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$239M
4
Morgan Stanley
4
Morgan Stanley
New York
$281M
5
State Street
5
State Street
Massachusetts
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$31.6M -$3.62M -65,777 -10%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$31M +$103K +1,870 +0.3%
CCM
78
Cullen Capital Management
New York
$30.5M -$4.22M -76,555 -12%
SO
79
STRS Ohio
Ohio
$30.3M -$231K -4,195 -0.8%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$30.2M -$8.55M -155,231 -22%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$29.4M -$1.08M -19,611 -4%
CIM
82
Corda Investment Management
Texas
$29.3M +$422K +7,661 +1%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$29.1M -$2.34M -41,336 -7%
National Pension Service
84
National Pension Service
South Korea
$28.8M – – –
HS
85
Hazelview Securities
Ontario, Canada
$28.3M +$6.66M +115,000 +31%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$26.7M +$1.82M +33,037 +7%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$26.4M -$6.85M -124,381 -21%
SAM
88
Securian Asset Management
Minnesota
$26.2M +$2.77M +50,202 +12%
FMI
89
Factory Mutual Insurance
Massachusetts
$26.2M – – –
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$25.7M -$832K -15,100 -3%
UIC
91
Uniplan Investment Counsel
Wisconsin
$25.7M -$760K -13,790 -3%
Swedbank
92
Swedbank
Sweden
$24.9M +$10.6K +193 +0%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.5M -$713K -12,946 -3%
VRS
94
Virginia Retirement Systems
Virginia
$24.2M -$369K -6,700 -1%
Nomura Asset Management
95
Nomura Asset Management
Japan
$23.8M +$2.59M +47,027 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.6M +$11.1M +201,631 +89%
Aviva
97
Aviva
United Kingdom
$22.3M +$853K +15,481 +4%
EIM
98
Elliott Investment Management
Florida
$22M -$174M -3,156,800 -89%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$21M -$616K -11,190 -3%
KBC Group
100
KBC Group
Belgium
$20.6M -$729K -13,224 -3%
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