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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
$313M
2
State Street
State Street
Massachusetts
$1.99B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
Swedbank
Sweden
$160M
5
American Century Companies
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
Deutsche Bank
Germany
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
226
Northwestern Mutual Investment Management Company
Wisconsin
$4.56M +$174K +2,239 +4%
FA
227
FDx Advisors
Illinois
$4.48M +$3.26M +41,960 +267%
ECM
228
EII Capital Management
New York
$4.47M +$4.47M +57,652 New
GCA
229
Gideon Capital Advisors
New York
$4.43M +$4.43M +57,143 New
EP
230
Elkfork Partners
Oregon
$4.42M +$292K +3,762 +7%
PAG
231
Private Advisor Group
New Jersey
$4.39M +$24.7K +319 +0.6%
Nomura Holdings
232
Nomura Holdings
Japan
$4.35M +$3.63M +47,116 +510%
PAM
233
Private Asset Management
California
$4.31M +$138K +1,776 +3%
MSA
234
Mason Street Advisors
Wisconsin
$4.28M +$168K +2,159 +4%
William Blair & Company
235
William Blair & Company
Illinois
$4.16M +$98.2K +1,265 +2%
MML Investors Services
236
MML Investors Services
Massachusetts
$4.13M +$370K +4,768 +10%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.12M +$1.02M +13,100 +33%
TYCC
238
Texas Yale Capital Corp
Florida
$4.11M +$2.12M +27,339 +106%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$4.07M -$767K -9,889 -16%
RIM
240
Redpoint Investment Management
Australia
$4.07M – – –
ACM
241
Azimuth Capital Management
Michigan
$3.99M -$344K -4,430 -8%
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$3.98M +$1.25M +16,068 +46%
CWM
243
CIBC World Markets
New York
$3.97M -$99.6K -1,283 -2%
MCM
244
Maryland Capital Management
Maryland
$3.94M +$1.62M +20,928 +70%
BG
245
Bollard Group
Massachusetts
$3.83M +$41.1K +529 +1%
SCM
246
Stevens Capital Management
Pennsylvania
$3.74M +$3.74M +48,177 New
Truist Financial
247
Truist Financial
North Carolina
$3.7M +$52.5K +676 +1%
AB
248
Amalgamated Bank
New York
$3.68M +$111K +1,433 +3%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$172K +2,219 +5%
CS
250
Candriam SCA
Luxembourg
$3.54M +$816K +10,514 +30%
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