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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 %
Canada Life
76
Canada Life
Manitoba, Canada
$40M 560,716 -5,766 -1%
CIMLRA
77
CBRE Investment Management Listed Real Assets
Pennsylvania
$39.2M 547,110 -1,112,427 -67%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$39.2M 546,669 -4,737 -0.9%
Macquarie Group
79
Macquarie Group
Australia
$39M 544,719 -159,384 -23%
HS
80
Hazelview Securities
Ontario, Canada
$38.9M 533,923 -8,800 -2%
CIM
81
Corda Investment Management
Texas
$38.7M 539,960 +4,048 +0.8%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$38.5M 537,026 -11,317 -2%
Fidelity International
83
Fidelity International
Bermuda
$37.2M 519,402 -607,301 -54%
PS
84
Presima Securities
Quebec, Canada
$36.7M 512,450 +16,800 +3%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$35.5M 494,900 -57,000 -10%
CI
86
Cambiar Investors
Colorado
$35.1M 489,523 -14,852 -3%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$34.9M 487,251 -28,495 -6%
Swedbank
88
Swedbank
Sweden
$33.9M 473,022 +473,022 New
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$33.1M 462,306 +2,200 +0.5%
KBC Group
90
KBC Group
Belgium
$32.7M 457,072 +101,976 +29%
SAM
91
Securian Asset Management
Minnesota
$32.3M 450,631 -26,573 -6%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.2M 449,690 +5,712 +1%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$31.7M 443,121 +132,489 +43%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$31.4M 438,468 -7,128 -2%
UIC
95
Uniplan Investment Counsel
Wisconsin
$31.1M 434,402 +319 +0.1%
Nomura Asset Management
96
Nomura Asset Management
Japan
$30.3M 423,600 -2,526 -0.6%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$27.7M 386,580 +35,597 +10%
Victory Capital Management
98
Victory Capital Management
Texas
$26.7M 373,326 -23,230 -6%
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
$25.8M 351,780 +76,485 +28%
GC
100
Guggenheim Capital
Illinois
$25.7M 359,376 +32,793 +10%
2 3
4
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