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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
+$262M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
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
-$171M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$148M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$5.74M +$820K +15,849 +17%
URS
177
Utah Retirement Systems
Utah
$5.69M +$202K +3,900 +4%
MIM
178
MetLife Investment Management
New Jersey
$5.65M +$238K +4,597 +4%
Calamos Advisors
179
Calamos Advisors
Illinois
$5.53M -$3.27M -63,233 -37%
SOMRS
180
State of Michigan Retirement System
Michigan
$5.52M +$703K +13,587 +15%
MSL
181
Mackay Shields LLC
New York
$5.47M -$2.27M -43,908 -29%
ORIO
182
Old Republic International (ORI)
Illinois
$5.43M – – –
NAM
183
Nissay Asset Management
Japan
$5.34M -$391K -7,547 -7%
GIBU
184
Gulf International Bank (UK)
United Kingdom
$5.22M +$21.6K +418 +0.4%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$5.16M +$4.26M +82,359 +475%
ASRS
186
Arizona State Retirement System
Arizona
$4.99M -$7.03M -135,927 -59%
LPL Financial
187
LPL Financial
California
$4.99M -$10.2M -196,864 -67%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.85M +$168K +3,248 +4%
HEIP
189
Hudson Edge Investment Partners
New Jersey
$4.84M -$15.5K -300 -0.3%
VanEck Associates
190
VanEck Associates
New York
$4.84M -$782K -15,111 -14%
Squarepoint
191
Squarepoint
New York
$4.79M +$4.79M +92,605 New
Daiwa Securities Group
192
Daiwa Securities Group
Japan
$4.73M – – –
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$4.67M +$4.67M +90,319 New
MCM
194
Maryland Capital Management
Maryland
$4.64M +$284K +5,491 +7%
CTC
195
Central Trust Company
Missouri
$4.62M +$67.3K +1,300 +1%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$4.44M -$495K -9,563 -10%
ECM
197
EII Capital Management
New York
$4.3M +$525K +10,141 +14%
Credit Agricole
198
Credit Agricole
France
$4.22M +$648K +12,515 +18%
QIM
199
Quantitative Investment Management
Virginia
$4.16M +$4.16M +80,311 New
PDN
200
Pensionfund DSM Netherlands
Netherlands
$4.14M -$207K -4,000 -5%
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