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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.

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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$760M
2
Goldman Sachs
Goldman Sachs
New York
$142M
3
LPC
Long Pond Capital
New York
$0
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$15M -$462K -7,153 -3%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$14.4M +$233K +3,604 +2%
Allianz Asset Management
128
Allianz Asset Management
Germany
$14.2M -$1.71M -26,431 -11%
AG
129
Aperio Group
California
$14.2M +$838K +12,961 +6%
TAF
130
Tredje AP-fonden
Sweden
$14.2M – – –
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$13.4M +$553K +8,552 +4%
OAM
132
Oppenheimer Asset Management
New York
$13.3M -$1.77M -27,360 -12%
AFA
133
American Financial Advisors
Georgia
$13.3M -$663K -10,262 -5%
APG Asset Management
134
APG Asset Management
Netherlands
$13.2M -$138K -2,612 -1%
TCM
135
Tekla Capital Management
Massachusetts
$13.1M – – –
VOYA Investment Management
136
VOYA Investment Management
Georgia
$12.7M -$957K -14,810 -7%
AQR Capital Management
137
AQR Capital Management
Connecticut
$12.2M -$1.16M -18,211 -9%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$12.2M -$2.1M -32,570 -15%
VAM
139
Veritas Asset Management
United Kingdom
$12.1M – – –
SOADOR
140
State of Alaska Department of Revenue
Alaska
$12.1M -$219K -3,384 -2%
Stifel Financial
141
Stifel Financial
Missouri
$11.8M +$674K +10,425 +6%
MIS
142
Morningstar Investment Services
Illinois
$11.5M -$600K -9,278 -5%
KeyBank National Association
143
KeyBank National Association
Ohio
$11.2M -$890K -13,767 -7%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$10.6M -$1.34M -20,700 -11%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$10.6M -$1.09M -16,885 -9%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$10.4M +$35.5K +550 +0.3%
CC
147
Cannell & Co
New York
$9.65M +$2.2K +34 +0%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$9.46M -$298K -4,612 -3%
CCM
149
Chilton Capital Management
Texas
$9.3M +$949K +14,685 +11%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$9.08M -$10.8M -166,924 -54%
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