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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 Holding Trade Value Shares
Change 		Shares
Change %
FMI
76
Factory Mutual Insurance
Massachusetts
$50.8M +$3.3M +39,705 +7%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$50.2M +$4.78M +57,506 +11%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$44.6M -$9.97K -120 -0%
CIM
79
Corda Investment Management
Texas
$44.2M -$653K -7,859 -1%
Canada Life
80
Canada Life
Manitoba, Canada
$42.9M -$3.72M -44,753 -8%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$41.1M +$4.68M +56,280 +13%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$40.6M +$14.4M +173,151 +55%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$40.4M -$773K -9,302 -2%
Swedbank
84
Swedbank
Sweden
$40.1M +$794K +9,550 +2%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$38.5M -$1.97M -23,692 -5%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$37.5M -$906K -10,900 -2%
SAM
87
Securian Asset Management
Minnesota
$37.4M -$90K -1,083 -0.2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$37.1M +$4.97M +59,762 +15%
Nomura Asset Management
89
Nomura Asset Management
Japan
$36.5M +$1.31M +15,762 +4%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$36.5M -$318K -3,830 -0.9%
HM
91
HealthCor Management
New York
$36.1M -$40.9M -492,450 -53%
UIC
92
Uniplan Investment Counsel
Wisconsin
$34.8M -$1.27M -15,261 -4%
CI
93
Cambiar Investors
Colorado
$34.3M -$6.35M -76,355 -16%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.8M -$3.61M -43,494 -10%
HS
95
Hazelview Securities
Ontario, Canada
$32.3M -$13.1M -153,920 -29%
PS
96
Presima Securities
Quebec, Canada
$31.8M -$10.8M -130,300 -25%
RJA
97
Raymond James & Associates
Florida
$31.7M +$3.26M +39,253 +11%
Victory Capital Management
98
Victory Capital Management
Texas
$30.6M -$469K -5,649 -2%
GC
99
Guggenheim Capital
Illinois
$28.9M -$967K -11,641 -3%
KBC Group
100
KBC Group
Belgium
$28.6M -$9.36M -112,636 -25%
2 3
4
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