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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 Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$27.9M 338,845 +27,145 +9%
BHC
102
Bowen Hanes & Co
Florida
$27.4M 332,943 – –
SOADOR
103
State of Alaska Department of Revenue
Alaska
$26.7M 323,443 +40,254 +14%
Franklin Resources
104
Franklin Resources
California
$26.1M 316,735 +44,304 +16%
PS
105
Presima Securities
Quebec, Canada
$24.7M 299,850 -82,300 -22%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$23.8M 281,714 -39,739 -12%
CCM
107
Chilton Capital Management
Texas
$23.4M 283,542 +7,893 +3%
CWM
108
CIBC World Markets
New York
$22.2M 268,984 +79,095 +42%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$22.1M 268,781 -9,115 -3%
ATN
110
AMF Tjänstepension
Sweden
$22M 266,411 -19,535 -7%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$21.7M 263,898 -6,719 -2%
Impax Asset Management Group
112
Impax Asset Management Group
United Kingdom
$21.1M 256,505 +5,187 +2%
VRS
113
Virginia Retirement Systems
Virginia
$21M 254,433 -3,500 -1%
Comerica Bank
114
Comerica Bank
Texas
$20M 242,203 +110,182 +83%
DekaBank Deutsche Girozentrale
115
DekaBank Deutsche Girozentrale
Germany
$19.9M 234,599 +26,761 +13%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$19.3M 234,595 -78,189 -25%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$18.2M 221,421 -267,503 -55%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$17.9M 217,573 -6,318 -3%
GC
119
Guggenheim Capital
Illinois
$17.9M 217,205 -130,530 -38%
SCM
120
Sandler Capital Management
New York
$17.8M 215,490 +16,650 +8%
DSA
121
Davis Selected Advisers
Arizona
$17.6M 213,800 -31,250 -13%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$17.5M 212,585 +13,194 +7%
TCM
123
Tekla Capital Management
Massachusetts
$16.7M 203,083 – –
AIMCA
124
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.5M 200,000 +200,000 New
TD Asset Management
125
TD Asset Management
Ontario, Canada
$16.2M 196,111 -2,298 -1%
3 4
5
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