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Welltower
WELL

Overview Fund Activity

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M

Top Buyers

1
RC
1
Resolution Capital
Australia
$471M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.24B
3
Invesco
3
Invesco
Georgia
$562M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$534M
5
PI
5
PGGM Investments
Netherlands
$607M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$607M
2
ZP
2
Zimmer Partners
New York
$78.8M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$394M
4
SCCM
4
Schafer Cullen Capital Management
New York
$9.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$347M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72B 65,903,096 +1,532,802 +2%
BlackRock
2
BlackRock
New York
$3.09B 43,189,692 -265,949 -0.6%
State Street
3
State Street
Massachusetts
$1.71B 23,934,274 -38,641 -0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.24B 17,323,282 +4,483,421 +35%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.01B 14,070,237 +73,768 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$755M 10,534,855 -567,683 -5%
PI
7
PGGM Investments
Netherlands
$607M 8,474,356 +1,878,667 +28%
Cohen & Steers
8
Cohen & Steers
New York
$607M 8,467,829 -3,300,075 -28%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$587M 8,215,974 +142,181 +2%
Invesco
10
Invesco
Georgia
$562M 7,851,130 +2,623,132 +50%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$534M 7,454,178 +2,117,434 +40%
Northern Trust
12
Northern Trust
Illinois
$505M 7,051,712 -595,824 -8%
RC
13
Resolution Capital
Australia
$471M 6,571,405 +6,571,405 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$431M 6,017,994 +91,141 +2%
CIM
15
Centersquare Investment Management
Pennsylvania
$431M 6,012,150 +1,224,878 +26%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$394M 5,506,973 -1,882,113 -25%
Legal & General Group
17
Legal & General Group
United Kingdom
$354M 4,941,219 -21,800 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$347M 4,840,882 -1,528,974 -24%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$311M 4,345,445 -376,912 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$309M 4,317,877 +305,526 +8%
Norges Bank
21
Norges Bank
Norway
$304M 4,241,496 -47,509 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$294M 4,111,364 +172,040 +4%
Charles Schwab
23
Charles Schwab
California
$269M 3,750,401 +113,805 +3%
UBS AM
24
UBS AM
Illinois
$259M 3,615,867 +64,593 +2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$242M 3,376,906 -477,323 -12%
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