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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DSA
126
Davis Selected Advisers
Arizona
$14.7M -$5.31M -74,090 -27%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$14.6M -$70.5M -983,612 -83%
TCM
128
Tekla Capital Management
Massachusetts
$14.5M – – –
Korea Investment Corp
129
Korea Investment Corp
South Korea
$14.5M +$2.72M +38,000 +23%
OAM
130
Oppenheimer Asset Management
New York
$14.3M -$441K -6,154 -3%
Aviva
131
Aviva
United Kingdom
$14.2M -$20.1M -280,086 -59%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$13.8M -$266K -3,720 -2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$13.4M -$116K -1,617 -0.9%
Stifel Financial
134
Stifel Financial
Missouri
$13.1M -$52.5K -733 -0.4%
AQR Capital Management
135
AQR Capital Management
Connecticut
$12.7M -$1M -14,003 -7%
LCM
136
Laurion Capital Management
New York
$12.6M +$12.6M +175,919 New
MIS
137
Morningstar Investment Services
Illinois
$12.5M -$557K -7,636 -4%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$12.4M +$4.08M +55,811 +49%
TAF
139
Tredje AP-fonden
Sweden
$12.1M -$3.58M -50,000 -23%
KeyBank National Association
140
KeyBank National Association
Ohio
$11.7M -$794K -11,084 -6%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$11.4M -$38K -530 -0.3%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$11M +$488K +6,808 +5%
PP
143
Prudential plc
United Kingdom
$10.9M -$57.9M -808,075 -84%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$10.7M -$1.02M -14,179 -9%
CC
145
Cannell & Co
New York
$10.6M -$76K -1,061 -0.7%
CA
146
Capitolis Advisors
New York
$10.6M -$10.7M -149,948 -50%
FAF
147
Fjarde Ap-fonden
Sweden
$9.97M +$702K +9,800 +8%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$9.81M +$5.26M +73,423 +116%
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$9.77M -$294K -4,103 -3%
Truist Financial
150
Truist Financial
North Carolina
$9.56M -$240K -3,352 -2%
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