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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.3%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.28B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.29B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$530M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$359M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$85.1M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$480M
2
PI
2
PGGM Investments
Netherlands
$397M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$422M
4
Macquarie Group
4
Macquarie Group
Australia
$29.3M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$317M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.52B 67,020,181 +654,671 +1%
BlackRock
2
BlackRock
New York
$3.63B 44,086,988 +376,865 +0.9%
Cohen & Steers
3
Cohen & Steers
New York
$2.29B 27,789,044 +9,698,150 +54%
State Street
4
State Street
Massachusetts
$2.06B 25,049,825 +629,128 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.62B 19,663,852 +232,840 +1%
Norges Bank
6
Norges Bank
Norway
$1.28B 15,559,841 +9,901,910 +175%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$976M 11,839,824 +977,194 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$716M 8,711,415 +303,671 +4%
Invesco
9
Invesco
Georgia
$694M 8,423,903 +601,859 +8%
Northern Trust
10
Northern Trust
Illinois
$562M 6,816,632 -11,122 -0.2%
RC
11
Resolution Capital
Australia
$552M 6,697,347 -1,014,705 -13%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$530M 6,433,370 +1,721,116 +37%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$493M 5,983,123 +1,987 +0%
Principal Financial Group
14
Principal Financial Group
Iowa
$480M 5,823,276 -8,434,334 -59%
Legal & General Group
15
Legal & General Group
United Kingdom
$436M 5,287,133 +144,816 +3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$422M 5,118,663 -2,839,088 -36%
Deutsche Bank
17
Deutsche Bank
Germany
$401M 4,869,221 +360,391 +8%
PI
18
PGGM Investments
Netherlands
$397M 4,820,462 -3,304,661 -41%
Morgan Stanley
19
Morgan Stanley
New York
$360M 4,373,601 -639,625 -13%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$359M 4,362,656 +1,391,584 +47%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$344M 4,168,864 -117,279 -3%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$329M 3,989,384 -342,744 -8%
Charles Schwab
23
Charles Schwab
California
$322M 3,912,469 +115,586 +3%
CIM
24
Centersquare Investment Management
Pennsylvania
$317M 3,847,675 -1,757,862 -31%
ZP
25
Zimmer Partners
New York
$291M 3,530,677 +793,177 +29%
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