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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.

New
Increased
Maintained
Reduced
Closed
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
Principal Financial Group
Iowa
$569M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$390M
3
EIM
Elliott Investment Management
Florida
$184M
4
BC
Brookfield Corp
Ontario, Canada
$141M
5
Boston Partners
Boston Partners
Massachusetts
$140M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$153M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.4M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$48.7M
4
Charles Schwab
Charles Schwab
California
$192M
5
BlackRock
BlackRock
New York
$2.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$12.8M +$5.67M +109,588 +80%
Fidelity International
127
Fidelity International
Bermuda
$12.8M +$6.05M +116,910 +90%
Allianz Asset Management
128
Allianz Asset Management
Germany
$12M -$2.29M -44,326 -16%
KeyBank National Association
129
KeyBank National Association
Ohio
$11.9M -$4.06M -78,548 -25%
APG Asset Management
130
APG Asset Management
Netherlands
$11.8M -$7.08M -153,600 -37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M +$11.7M +226,000 New
AFA
132
American Financial Advisors
Georgia
$11.4M +$887K +17,241 +8%
TAF
133
Tredje AP-fonden
Sweden
$11.4M +$9.83M +190,000 +643%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$11.2M +$1.52M +29,453 +16%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$11.1M +$1.5M +29,046 +16%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$10.8M -$2.14M -41,397 -17%
TCM
137
Tekla Capital Management
Massachusetts
$10.5M – – –
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$10.5M +$10.5M +203,295 New
GC
139
Guggenheim Capital
Illinois
$10.3M -$1.98M -38,198 -16%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$10.2M -$680K -13,134 -6%
AG
141
Aperio Group
California
$10.2M -$3.09M -59,716 -23%
MIS
142
Morningstar Investment Services
Illinois
$10.2M -$335K -6,537 -3%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$10M +$10M +193,376 New
SOADOR
144
State of Alaska Department of Revenue
Alaska
$9.99M -$5.07M -97,983 -34%
Stifel Financial
145
Stifel Financial
Missouri
$9.95M -$16.3M -315,070 -62%
Renaissance Technologies
146
Renaissance Technologies
New York
$9.75M +$9.75M +188,463 New
VAM
147
Veritas Asset Management
United Kingdom
$9.7M -$807K -15,600 -8%
Truist Financial
148
Truist Financial
North Carolina
$9.56M -$12.1M -233,297 -56%
Impax Asset Management Group
149
Impax Asset Management Group
United Kingdom
$9.56M +$9.01M +174,106 +1,652%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$9.4M +$5.62M +110,791 +149%
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