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Welltower
WELL

Overview Fund Activity

753 hedge funds and large institutions have $33.4B invested in Welltower in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 263 reducing their positions, and 58 closing their positions.

Holders
753
Holders Change
+22
Holders Change %
+3.01%
% of All Funds
13.15%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
87
Increased
268
Reduced
263
Closed
58
Calls
$128M
Puts
$104M
Net Calls
+$24.4M
Net Calls Change
-$19.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
4
Macquarie Group
Australia
$182M
5
ZP
5
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$142M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
5
Camber Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.51B 66,365,510 +462,414 +0.7%
BlackRock
2
BlackRock
New York
$3.63B 43,710,123 +520,431 +1%
State Street
3
State Street
Massachusetts
$2.03B 24,420,697 +486,423 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.61B 19,431,012 +2,107,730 +12%
Cohen & Steers
5
Cohen & Steers
New York
$1.5B 18,090,894 +9,623,065 +114%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.18B 14,257,610 +187,373 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$903M 10,862,630 +327,775 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$697M 8,407,744 +191,770 +2%
PI
9
PGGM Investments
Netherlands
$675M 8,125,123 -349,233 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$661M 7,957,751 +503,573 +7%
Invesco
11
Invesco
Georgia
$650M 7,822,044 -29,086 -0.4%
RC
12
Resolution Capital
Australia
$641M 7,712,052 +1,140,647 +17%
Northern Trust
13
Northern Trust
Illinois
$567M 6,827,754 -223,958 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$497M 5,981,136 -36,858 -0.6%
Norges Bank
15
Norges Bank
Norway
$470M 5,657,931 +1,416,435 +33%
CIM
16
Centersquare Investment Management
Pennsylvania
$466M 5,605,537 -406,613 -7%
Legal & General Group
17
Legal & General Group
United Kingdom
$427M 5,142,317 +201,098 +4%
Morgan Stanley
18
Morgan Stanley
New York
$417M 5,013,226 +172,344 +4%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$392M 4,712,254 -794,719 -14%
Deutsche Bank
20
Deutsche Bank
Germany
$375M 4,508,830 +397,466 +10%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$360M 4,332,128 -13,317 -0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$356M 4,286,143 -31,734 -0.7%
Charles Schwab
23
Charles Schwab
California
$316M 3,796,883 +46,482 +1%
UBS AM
24
UBS AM
Illinois
$288M 3,464,886 -150,981 -4%
Boston Partners
25
Boston Partners
Massachusetts
$262M 3,158,455 +60,894 +2%
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