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Welltower
WELL

Overview Fund Activity

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$477M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B
3
PI
3
PGGM Investments
Netherlands
$354M
4
BlackRock
4
BlackRock
New York
$2.34B
5
EC
5
Eminence Capital
New York
$126M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.55B
2
EIM
2
Elliott Investment Management
Florida
$22M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$239M
4
Morgan Stanley
4
Morgan Stanley
New York
$281M
5
State Street
5
State Street
Massachusetts
$1.35B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.23B 58,545,322 +5,866,054 +11%
BlackRock
2
BlackRock
New York
$2.34B 42,424,824 +1,497,450 +4%
Cohen & Steers
3
Cohen & Steers
New York
$1.55B 28,154,660 -6,365,722 -18%
State Street
4
State Street
Massachusetts
$1.35B 24,542,656 -1,897,934 -7%
Principal Financial Group
5
Principal Financial Group
Iowa
$660M 11,973,114 +986,561 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$516M 9,358,250 +624,910 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$477M 8,662,605 +6,463,640 +294%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$471M 8,564,579 +192,006 +2%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$463M 8,412,450 +355,116 +4%
Northern Trust
10
Northern Trust
Illinois
$440M 7,981,939 +309,895 +4%
PI
11
PGGM Investments
Netherlands
$354M 6,420,689 +2,203,770 +52%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$334M 6,055,314 -139,401 -2%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$293M 5,319,240 +321,082 +6%
Morgan Stanley
14
Morgan Stanley
New York
$281M 5,102,798 -2,350,586 -32%
Legal & General Group
15
Legal & General Group
United Kingdom
$268M 4,856,754 +175,892 +4%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$252M 4,574,438 +68,924 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$244M 4,420,598 +23,009 +0.5%
Deutsche Bank
18
Deutsche Bank
Germany
$243M 4,402,291 -966,102 -18%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$239M 4,381,809 -3,148,045 -42%
Norges Bank
20
Norges Bank
Norway
$233M 4,230,924 +79,643 +2%
ZP
21
Zimmer Partners
New York
$220M 4,000,000 -175,476 -4%
Goldman Sachs
22
Goldman Sachs
New York
$207M 3,759,880 -971,380 -21%
Charles Schwab
23
Charles Schwab
California
$200M 3,625,524 -88,493 -2%
UBS AM
24
UBS AM
Illinois
$174M 3,155,760 +484,504 +18%
ACM
25
AEW Capital Management
Massachusetts
$168M 3,041,607 +1,026,800 +51%
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