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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.

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
1
Vanguard Group
Pennsylvania
$4.16B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$830M
3
Invesco
3
Invesco
Georgia
$338M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$309M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$904M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$760M
2
Goldman Sachs
2
Goldman Sachs
New York
$142M
3
LPC
3
Long Pond Capital
New York
$0
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B 64,370,294 +5,824,972 +10%
BlackRock
2
BlackRock
New York
$2.81B 43,455,641 +1,030,817 +2%
State Street
3
State Street
Massachusetts
$1.55B 23,972,915 -569,741 -2%
Principal Financial Group
4
Principal Financial Group
Iowa
$904M 13,996,469 +2,023,355 +17%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$830M 12,839,861 +4,177,256 +48%
Cohen & Steers
6
Cohen & Steers
New York
$760M 11,767,904 -16,386,756 -58%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$717M 11,102,538 +1,744,288 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$521M 8,073,793 -490,786 -6%
Northern Trust
9
Northern Trust
Illinois
$494M 7,647,536 -334,403 -4%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$477M 7,389,086 -1,023,364 -12%
PI
11
PGGM Investments
Netherlands
$426M 6,595,689 +175,000 +3%
Morgan Stanley
12
Morgan Stanley
New York
$412M 6,369,856 +1,267,058 +25%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$383M 5,926,853 -128,461 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$345M 5,336,744 +954,935 +22%
Invesco
15
Invesco
Georgia
$338M 5,227,998 +4,163,671 +391%
Legal & General Group
16
Legal & General Group
United Kingdom
$321M 4,963,019 +106,265 +2%
CIM
17
Centersquare Investment Management
Pennsylvania
$309M 4,787,272 +2,300,409 +93%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$305M 4,722,357 -596,883 -11%
Norges Bank
19
Norges Bank
Norway
$277M 4,289,005 +58,081 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$259M 4,012,351 -408,247 -9%
Deutsche Bank
21
Deutsche Bank
Germany
$255M 3,939,324 -462,967 -11%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$249M 3,854,229 -720,209 -16%
Charles Schwab
23
Charles Schwab
California
$235M 3,636,596 +11,072 +0.3%
UBS AM
24
UBS AM
Illinois
$229M 3,551,274 +395,514 +13%
ZP
25
Zimmer Partners
New York
$219M 3,387,500 -612,500 -15%
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