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Welltower
WELL

Overview Fund Activity

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$830M
3
Invesco
3
Invesco
Georgia
$338M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$309M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$904M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$760M
2
Goldman Sachs
2
Goldman Sachs
New York
$142M
3
LPC
3
Long Pond Capital
New York
$0
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$25.6M +$2.05M +31,678 +9%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$24.2M -$13.4M -207,853 -36%
HM
103
HealthCor Management
New York
$23.1M +$23.1M +357,120 New
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$22.7M +$1.39M +21,440 +6%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$22.7M -$1.97M -30,537 -8%
RGREA
106
Ranger Global Real Estate Advisors
Colorado
$22.3M – – –
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$22.2M -$1.84M -28,411 -8%
CWM
108
CIBC World Markets
New York
$21.6M +$18.3M +283,816 +565%
BHC
109
Bowen Hanes & Co
Florida
$21.4M -$38.8K -600 -0.2%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$21.1M +$2.18M +33,694 +11%
GC
111
Guggenheim Capital
Illinois
$21.1M +$5.33M +82,535 +34%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$20.5M -$24.4M -377,953 -54%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$20.1M +$9.2M +142,440 +85%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$20M +$1.37M +21,232 +7%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$19.8M -$660K -10,220 -3%
GCM
116
Glenview Capital Management
New York
$19.8M +$11.7M +181,693 +146%
CA
117
Capitolis Advisors
New York
$19.3M +$19.3M +298,106 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$18.7M -$912K -14,114 -5%
ATN
119
AMF Tjänstepension
Sweden
$18.2M -$743K -11,474 -4%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$18.2M -$1.27M -19,609 -7%
DSA
121
Davis Selected Advisers
Arizona
$18M -$2.63M -40,770 -13%
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
$17.6M +$3.13M +48,900 +22%
ERSOT
123
Employees Retirement System of Texas
Texas
$16.7M – – –
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$16.7M +$747K +11,560 +5%
Impax Asset Management Group
125
Impax Asset Management Group
United Kingdom
$15.3M -$1.78M -27,563 -10%
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