WELL icon

Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$556M
3
Wells Fargo
Wells Fargo
California
$443M
4
Invesco
Invesco
Georgia
$575M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$123M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$681M
4
Bank of America
Bank of America
North Carolina
$264M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$3.83M -$187K -2,939 -5%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$3.83M +$92.8K +1,455 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
228
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.82M +$2.63M +41,300 +222%
EIM
229
ExxonMobil Investment Management
Texas
$3.76M -$540K -8,475 -13%
PCM
230
Palouse Capital Management
Washington
$3.66M -$10.1K -158 -0.3%
Truist Financial
231
Truist Financial
North Carolina
$3.63M +$5.49K +86 +0.2%
AMI
232
Amica Mutual Insurance
Rhode Island
$3.62M -$308K -4,824 -8%
CAM
233
Carret Asset Management
New York
$3.54M +$38.3K +601 +1%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$3.52M -$4.1M -64,293 -54%
DCM
235
Dupont Capital Management
Delaware
$3.52M – – –
DLCIG
236
D.L. Carlson Investment Group
New Hampshire
$3.52M -$164K -2,565 -4%
FIM
237
Foresters Investment Management
New York
$3.51M +$276K +4,333 +9%
ACP
238
Ashfield Capital Partners
California
$3.51M -$537K -8,419 -13%
EP
239
Elkfork Partners
Oregon
$3.43M +$114K +1,782 +3%
Robeco Institutional Asset Management
240
Robeco Institutional Asset Management
Netherlands
$3.42M -$240K -3,763 -7%
IOOF
241
Independent Order of Foresters
Ontario, Canada
$3.35M -$63.5K -996 -2%
LM
242
Lincluden Management
Ontario, Canada
$3.33M +$1.46M +22,935 +78%
PMG
243
ProVise Management Group
Florida
$3.32M -$180K -2,825 -5%
Victory Capital Management
244
Victory Capital Management
Texas
$3.3M -$96.6K -1,515 -3%
MSA
245
Mason Street Advisors
Wisconsin
$3.29M +$24.3K +381 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.28M +$3.28M +51,400 New
ACM
247
Azimuth Capital Management
Michigan
$3.27M +$41.8K +655 +1%
PAM
248
Private Asset Management
California
$3.27M +$150K +2,350 +5%
HS
249
Hazelview Securities
Ontario, Canada
$3.24M +$3.24M +50,800 New
APFBOT
250
Amica Pension Fund Board of Trustees
Rhode Island
$3.2M – – –
8 9
10
11 12