WELL icon

Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
226
Redpoint Investment Management
Australia
$3.64M -$93.6K -1,348 -3%
CWM
227
CIBC World Markets
New York
$3.64M +$237K +3,417 +7%
William Blair & Company
228
William Blair & Company
Illinois
$3.63M +$18.7K +269 +0.5%
BG
229
Bollard Group
Massachusetts
$3.39M +$128K +1,844 +4%
MML Investors Services
230
MML Investors Services
Massachusetts
$3.36M -$110K -1,587 -3%
DCM
231
Dupont Capital Management
Delaware
$3.33M +$624K +8,995 +23%
BCM
232
Buckhead Capital Management
Georgia
$3.3M +$474K +6,825 +17%
Truist Financial
233
Truist Financial
North Carolina
$3.26M -$260K -3,746 -7%
DILIC
234
Dai-ichi Life Insurance Company
Japan
$3.22M +$1.09M +15,686 +51%
MIAN
235
Mariner Independent Advisor Network
Kansas
$3.21M -$47K -660 -1%
BB
236
Bell Bank
North Dakota
$3.2M -$112K -1,613 -3%
AB
237
Amalgamated Bank
New York
$3.19M -$57.7K -831 -2%
TCM
238
Tekla Capital Management
Massachusetts
$3.16M – – –
PMG
239
ProVise Management Group
Florida
$3.16M -$86.4K -1,246 -3%
DnB Asset Management
240
DnB Asset Management
Norway
$3.15M -$47.8K -689 -1%
CBOA
241
Commonwealth Bank of Australia
Australia
$3.13M +$411K +5,937 +15%
B
242
BP
United Kingdom
$3.12M – – –
Victory Capital Management
243
Victory Capital Management
Texas
$3.09M -$1.57M -22,553 -34%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$62.4K +899 +2%
SCA
245
Snowden Capital Advisors
New York
$3.06M +$36.1K +520 +1%
LCAM
246
London & Capital Asset Management
United Kingdom
$2.96M +$2.96M +42,601 New
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$2.88M -$2.36K -34 -0.1%
JPMPWA
248
J.P. Morgan Private Wealth Advisors
California
$2.87M -$359K -5,165 -11%
ACP
249
Ashfield Capital Partners
California
$2.85M +$1.25K +18 +0%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$2.85M +$312K +4,500 +12%
8 9
10
11 12