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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
+$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$270M
3
Invesco
Invesco
Georgia
+$269M
4
CIM
Centersquare Investment Management
Pennsylvania
+$149M
5
Principal Financial Group
Principal Financial Group
Iowa
+$131M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.06B
2
Goldman Sachs
Goldman Sachs
New York
-$101M
3
LPC
Long Pond Capital
New York
-$76.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
176
First Trust Advisors
Illinois
$6.11M +$2.49M +38,519 +69%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$6.11M -$401K -6,200 -6%
Calamos Advisors
178
Calamos Advisors
Illinois
$6.08M -$263K -4,076 -4%
CTC
179
Central Trust Company
Missouri
$6.07M -$4.2K -65 -0.1%
NAM
180
Nissay Asset Management
Japan
$5.54M -$1.36M -21,032 -20%
DCM
181
Dupont Capital Management
Delaware
$5.42M -$77.4K -1,197 -1%
URS
182
Utah Retirement Systems
Utah
$5.42M -$1.74M -26,968 -24%
Caisse de Depot et Placement du Quebec (CDPQ)
183
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.34M +$601K +9,303 +13%
VVP
184
Venture Visionary Partners
Ohio
$5.27M +$4.88M +75,538 +1,254%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$5.22M -$1.8M -27,857 -26%
FRAF
186
Första AP-fonden
Sweden
$5.18M +$963K +14,900 +23%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$5.09M -$1.83M -28,314 -26%
PG
188
Pendal Group
Australia
$5.06M +$629K +9,737 +14%
MOACM
189
Mutual of America Capital Management
New York
$4.94M +$332K +5,137 +7%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$4.91M -$43.9K -680 -0.9%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$4.84M -$606K -9,371 -11%
ECM
192
EII Capital Management
New York
$4.83M -$575K -8,892 -11%
CAM
193
Carret Asset Management
New York
$4.6M -$38.8K -600 -0.8%
TPSF
194
Texas Permanent School Fund
Texas
$4.59M -$364K -5,635 -7%
VI
195
Vestcor Inc
New Brunswick, Canada
$4.58M +$198K +3,057 +5%
IG
196
ING Group
Netherlands
$4.58M +$1.26M +19,443 +38%
BCIM
197
British Columbia Investment Management
British Columbia, Canada
$4.58M -$102K -1,584 -2%
VanEck Associates
198
VanEck Associates
New York
$4.38M +$396K +6,126 +10%
UOC
199
UBS O'Connor
Illinois
$4.34M +$4.34M +67,200 New
PAM
200
Private Asset Management
California
$4.32M -$29.5K -457 -0.7%
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