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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 Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$19.7M 381,281 -391,795 -51%
HS
102
Hazelview Securities
Ontario, Canada
$19.7M 373,700 +373,700 New
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$19.7M 379,866 -23,931 -6%
TIAAOA
104
Teachers Insurance & Annuity Association of America
New York
$18.7M 361,994 +21,248 +6%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$18.6M 359,199 +132,924 +59%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$18.4M 355,208 +30,396 +9%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$17.8M 343,754 -15,737 -4%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$17.4M 335,782 -69,943 -17%
Korea Investment Corp
109
Korea Investment Corp
South Korea
$16.9M 326,800 +8,800 +3%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$16.4M 316,970 -228,093 -42%
DSA
111
Davis Selected Advisers
Arizona
$16M 309,650 +77,440 +33%
CWM
112
CIBC World Markets
New York
$15.9M 307,904 +278,208 +937%
ATN
113
AMF Tjänstepension
Sweden
$15.4M 298,090 – –
BHC
114
Bowen Hanes & Co
Florida
$15.4M 297,695 +94,315 +46%
AQR Capital Management
115
AQR Capital Management
Connecticut
$15.4M 301,683 +22,552 +8%
Millennium Management
116
Millennium Management
New York
$14.9M 288,028 +271,886 +1,684%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$14.7M 284,843 -2,797 -1%
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$14.5M 280,502 -89,187 -24%
Jane Street
119
Jane Street
New York
$14.2M 273,945 +245,710 +870%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$14.2M 273,915 -26,450 -9%
RGREA
121
Ranger Global Real Estate Advisors
Colorado
$13.6M 262,401 -97,499 -27%
ERSOT
122
Employees Retirement System of Texas
Texas
$13.2M 255,700 +33,000 +15%
Franklin Resources
123
Franklin Resources
California
$13.1M 250,901 -85,672 -25%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$13.1M 252,931 -361,187 -59%
OAM
125
Oppenheimer Asset Management
New York
$12.8M 247,841 +4,497 +2%
3 4
5
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