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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 %
RGREA
101
Ranger Global Real Estate Advisors
Colorado
$24.7M 344,501 – –
RJA
102
Raymond James & Associates
Florida
$24.5M 342,204 -153,330 -31%
BHC
103
Bowen Hanes & Co
Florida
$23.8M 332,393 +2,000 +0.6%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$23.2M 323,246 -20,966 -6%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$22.9M 319,942 -201,463 -39%
VRS
106
Virginia Retirement Systems
Virginia
$22.6M 315,833 -85,600 -21%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$22.6M 315,773 -1,137 -0.4%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$22.4M 312,412 -14,815 -5%
VLKIM
109
Van Lanschot Kempen Investment Management
Netherlands
$22.1M 308,690 +172,590 +127%
Allianz Asset Management
110
Allianz Asset Management
Germany
$21.8M 303,653 +83,638 +38%
Jane Street
111
Jane Street
New York
$21.5M 300,778 +242,861 +419%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$20.4M 284,575 -21,321 -7%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$20.3M 283,555 -5,559 -2%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$20.3M 283,356 +25,465 +10%
ATN
115
AMF Tjänstepension
Sweden
$20.2M 281,414 – –
Millennium Management
116
Millennium Management
New York
$19.8M 276,577 +169,163 +157%
ERSOT
117
Employees Retirement System of Texas
Texas
$18.5M 258,000 – –
Impax Asset Management Group
118
Impax Asset Management Group
United Kingdom
$18.1M 252,641 +16,473 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.8M 248,600 -789,200 -76%
Franklin Resources
120
Franklin Resources
California
$16.8M 234,597 +3,168 +1%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$16.4M 229,293 -51,586 -18%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$16.3M 228,081 +40,795 +22%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$16.1M 224,593 +1,295 +0.6%
CCM
124
Chilton Capital Management
Texas
$15M 209,930 +66,040 +46%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$14.9M 208,352 +975 +0.5%
3 4
5
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