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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.

Holders
728
Holders Change
-21
Holders Change %
-2.8%
% of All Funds
14.97%
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
1
Principal Financial Group
Iowa
$569M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$390M
3
EIM
3
Elliott Investment Management
Florida
$184M
4
BC
4
Brookfield Corp
Ontario, Canada
$141M
5
Boston Partners
5
Boston Partners
Massachusetts
$140M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$153M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.4M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$48.7M
4
Charles Schwab
4
Charles Schwab
California
$192M
5
BlackRock
5
BlackRock
New York
$2.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.73B 52,679,268 -294,639 -0.6%
BlackRock
2
BlackRock
New York
$2.12B 40,927,374 -1,650,862 -4%
Cohen & Steers
3
Cohen & Steers
New York
$1.79B 34,520,382 +89,280 +0.3%
State Street
4
State Street
Massachusetts
$1.37B 26,440,590 -675,750 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$569M 10,986,553 +5,066,029 +86%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$452M 8,733,340 -699,301 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$433M 8,372,573 +224,927 +3%
Northern Trust
8
Northern Trust
Illinois
$397M 7,672,044 -296,637 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$390M 7,529,854 +4,888,736 +185%
Morgan Stanley
10
Morgan Stanley
New York
$386M 7,453,384 +924,622 +14%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$321M 6,194,715 +183,707 +3%
Deutsche Bank
12
Deutsche Bank
Germany
$278M 5,368,393 +1,775,721 +49%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$259M 4,998,158 -868,254 -15%
Goldman Sachs
14
Goldman Sachs
New York
$245M 4,731,260 +1,932,731 +69%
Legal & General Group
15
Legal & General Group
United Kingdom
$242M 4,680,862 -145,829 -3%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$233M 4,505,514 -203,165 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$228M 4,397,589 -158,845 -3%
PI
18
PGGM Investments
Netherlands
$218M 4,216,919 +190,000 +5%
ZP
19
Zimmer Partners
New York
$216M 4,175,476 +1,175,476 +39%
Norges Bank
20
Norges Bank
Norway
$215M 4,151,281 +186,381 +5%
Charles Schwab
21
Charles Schwab
California
$192M 3,714,017 -1,788,763 -33%
EIM
22
Elliott Investment Management
Florida
$184M 3,556,800 +3,556,800 New
Russell Investments Group
23
Russell Investments Group
United Kingdom
$154M 2,987,453 +875,382 +41%
American Century Companies
24
American Century Companies
Missouri
$153M 2,964,727 -3,306,777 -53%
BC
25
Brookfield Corp
Ontario, Canada
$141M 2,729,664 +2,729,664 New
1
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