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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 Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
126
VanEck Associates
New York
$15.9M +$4.27M +51,876 +37%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$15.7M +$2.25M +27,303 +17%
AQR Capital Management
128
AQR Capital Management
Connecticut
$15.6M +$673K +8,173 +5%
OAM
129
Oppenheimer Asset Management
New York
$15.5M -$938K -11,380 -6%
Allianz Asset Management
130
Allianz Asset Management
Germany
$14.7M -$8.45M -102,573 -37%
Stifel Financial
131
Stifel Financial
Missouri
$14.3M -$651K -7,902 -4%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$14.2M -$1.64M -19,911 -10%
Aviva
133
Aviva
United Kingdom
$14M -$526K -6,389 -4%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$14M -$1.89M -22,894 -12%
TAF
135
Tredje AP-fonden
Sweden
$14M – – –
Millennium Management
136
Millennium Management
New York
$13.8M +$8.09M +98,202 +141%
Citadel Advisors
137
Citadel Advisors
Florida
$13.1M -$2.91M -35,301 -18%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$13.1M +$573K +6,949 +5%
KeyBank National Association
139
KeyBank National Association
Ohio
$12.5M -$239K -2,904 -2%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$12.5M -$176K -2,142 -1%
CC
141
Cannell & Co
New York
$11.7M -$207K -2,517 -2%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$11.7M +$613K +7,445 +6%
First Trust Advisors
143
First Trust Advisors
Illinois
$11.5M +$5.57M +67,568 +93%
NIPH
144
NN Investment Partners Holdings
Netherlands
$11.5M +$7.97M +96,765 +227%
Calamos Advisors
145
Calamos Advisors
Illinois
$11.4M +$990K +12,014 +10%
KBC Group
146
KBC Group
Belgium
$10.8M -$17.6M -213,943 -62%
RGREA
147
Ranger Global Real Estate Advisors
Colorado
$10.5M -$10.3M -125,000 -50%
AIG
148
American International Group
New York
$10.4M -$97.8K -1,187 -0.9%
ProShare Advisors
149
ProShare Advisors
Maryland
$10.3M -$894K -10,852 -8%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$10.3M +$904K +10,974 +10%
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