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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 Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$44.7M -$5.06M -61,448 -10%
CIM
77
Corda Investment Management
Texas
$43.3M -$539K -6,540 -1%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$43.2M -$1.07M -12,971 -2%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$41.7M +$1.71M +20,737 +4%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$41.6M +$882K +10,710 +2%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$40.6M +$14.4M +174,829 +55%
Swedbank
82
Swedbank
Sweden
$38.2M -$1.53M -18,580 -4%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$37.7M -$486K -5,892 -1%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$36.7M -$536K -6,500 -1%
Nomura Asset Management
85
Nomura Asset Management
Japan
$36.5M +$345K +4,191 +1%
Axa
86
Axa
France
$36.2M -$26.8M -325,171 -43%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$36.2M -$31.8M -386,264 -47%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$35.7M -$1.06M -12,913 -3%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$35.6M +$9.84M +119,461 +38%
UIC
90
Uniplan Investment Counsel
Wisconsin
$35.5M +$941K +11,417 +3%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$35.4M -$777K -9,424 -2%
CI
92
Cambiar Investors
Colorado
$34.1M +$36.2K +439 +0.1%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.7M +$260K +3,157 +0.8%
SAM
94
Securian Asset Management
Minnesota
$33.6M -$3.44M -41,800 -9%
RJA
95
Raymond James & Associates
Florida
$32.6M +$1.14M +13,873 +4%
Victory Capital Management
96
Victory Capital Management
Texas
$30.8M +$471K +5,713 +2%
LP
97
LMR Partners
United Kingdom
$30.3M +$30.3M +367,235 New
HS
98
Hazelview Securities
Ontario, Canada
$30.2M -$1.68M -19,985 -5%
Macquarie Group
99
Macquarie Group
Australia
$29.3M -$151M -1,830,961 -84%
WBC
100
Westpac Banking Corp
Australia
$28.2M -$22.5M -272,514 -44%
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