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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 %
SAM
201
Sompo Asset Management
Japan
$4.31M -$19.4K -300 -0.4%
NAM
202
North American Management
Massachusetts
$4.31M +$22.7K +352 +0.5%
LM
203
Lincluden Management
Ontario, Canada
$4.25M +$2.18M +33,700 +105%
AIM
204
Achmea Investment Management
Netherlands
$4.14M +$472K +7,298 +13%
PDN
205
Pensionfund DSM Netherlands
Netherlands
$4.13M – – –
HEIP
206
Hudson Edge Investment Partners
New Jersey
$4.11M -$457K -7,080 -10%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$4.1M +$4.78K +74 +0.1%
KFP
208
KMG Fiduciary Partners
Ohio
$4.1M -$169K -2,734 -4%
AMG
209
Advisors Management Group
Wisconsin
$4.06M +$152K +2,360 +4%
MNG
210
Manning & Napier Group
New York
$3.9M -$2.17M -33,646 -36%
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
$3.77M -$39.5M -611,207 -91%
Jane Street
212
Jane Street
New York
$3.74M -$158K -2,441 -4%
MSA
213
Mason Street Advisors
Wisconsin
$3.72M -$67.5K -1,045 -2%
ACM
214
Azimuth Capital Management
Michigan
$3.7M +$267K +4,136 +8%
AAM
215
Advisors Asset Management
Colorado
$3.7M +$423K +6,541 +13%
DnB Asset Management
216
DnB Asset Management
Norway
$3.68M +$252K +3,893 +7%
SP
217
Sarasin & Partners
United Kingdom
$3.66M – – –
WLPWM
218
Walled Lake Planning & Wealth Management
Illinois
$3.65M -$24.4K -378 -0.7%
GCM
219
Garland Capital Management
Washington
$3.58M – – –
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$3.56M +$265K +4,098 +8%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$3.47M -$47.4K -734 -1%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.47M -$1.15M -17,780 -25%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.37M +$871K +13,478 +35%
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$3.32M +$3.32M +51,397 New
ACP
225
Ashfield Capital Partners
California
$3.27M +$291K +4,498 +10%
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