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Welltower
WELL

Overview Fund Activity

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.58B
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$216M
3
HM
3
HealthCor Management
New York
$72.4M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$369M
5
UBS Group
5
UBS Group
Switzerland
$85.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$98.3M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$271M
3
PI
3
PGGM Investments
Netherlands
$184M
4
Invesco
4
Invesco
Georgia
$136M
5
ZP
5
Zimmer Partners
New York
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B 52,973,907 +109,045 +0.2%
BlackRock
2
BlackRock
New York
$1.95B 42,578,236 +350,859 +0.8%
Cohen & Steers
3
Cohen & Steers
New York
$1.58B 34,431,102 +11,052,984 +47%
State Street
4
State Street
Massachusetts
$1.24B 27,116,340 +12,999 +0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$432M 9,432,641 -356,942 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$372M 8,147,646 -45,285 -0.6%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$369M 8,057,334 +1,469,692 +22%
Northern Trust
8
Northern Trust
Illinois
$365M 7,968,681 +400,321 +5%
Morgan Stanley
9
Morgan Stanley
New York
$299M 6,528,762 -1,468,300 -18%
American Century Companies
10
American Century Companies
Missouri
$287M 6,271,504 -1,092,594 -15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$275M 6,011,008 -42,652 -0.7%
Principal Financial Group
12
Principal Financial Group
Iowa
$271M 5,920,524 -3,166,724 -35%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$269M 5,866,412 +718,068 +14%
Charles Schwab
14
Charles Schwab
California
$252M 5,502,780 +218,276 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$221M 4,826,691 +415,445 +9%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$216M 4,708,679 +2,404,538 +104%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$209M 4,556,434 -300,527 -6%
PI
18
PGGM Investments
Netherlands
$184M 4,026,919 -2,824,081 -41%
Norges Bank
19
Norges Bank
Norway
$182M 3,964,900 +8,829 +0.2%
Deutsche Bank
20
Deutsche Bank
Germany
$164M 3,592,672 +1,288,340 +56%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$163M 3,567,951 -1,448,536 -29%
Bank of America
22
Bank of America
North Carolina
$162M 3,530,631 -402,200 -10%
BPSG
23
Brookfield Public Securities Group
New York
$158M 3,458,190 +1,090,141 +46%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$152M 3,330,988 -30,053 -0.9%
UBS AM
25
UBS AM
Illinois
$146M 3,192,065 +268,974 +9%
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