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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$302M
2
State Street
State Street
Massachusetts
+$229M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
ZP
Zimmer Partners
New York
-$134M
2
Renaissance Technologies
Renaissance Technologies
New York
-$119M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$114M
4
HRES
Heitman Real Estate Securities
Illinois
-$91.3M
5
Bank of America
Bank of America
North Carolina
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
226
Private Asset Management
California
$4.81M +$285K +3,501 +6%
NAM
227
North American Management
Massachusetts
$4.77M -$726K -8,903 -13%
AB
228
Amalgamated Bank
New York
$4.75M +$884K +10,845 +23%
MSA
229
Mason Street Advisors
Wisconsin
$4.71M +$215K +2,633 +5%
JAM
230
JLP Asset Management
New York
$4.68M +$4.68M +57,400 New
MCM
231
Maryland Capital Management
Maryland
$4.62M +$480K +5,886 +12%
Nordea Investment Management
232
Nordea Investment Management
Sweden
$4.55M -$45.8M -561,617 -91%
MML Investors Services
233
MML Investors Services
Massachusetts
$4.55M +$211K +2,586 +5%
William Blair & Company
234
William Blair & Company
Illinois
$4.48M +$115K +1,410 +3%
DCM
235
Dupont Capital Management
Delaware
$4.46M +$775K +9,507 +21%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$4.36M +$184K +2,260 +4%
ECM
237
EII Capital Management
New York
$4.34M -$359K -4,400 -8%
DekaBank Deutsche Girozentrale
238
DekaBank Deutsche Girozentrale
Germany
$4.29M +$1.55M +18,608 +57%
DLCIG
239
D.L. Carlson Investment Group
New Hampshire
$4.16M -$823K -10,100 -17%
Korea Investment Corp
240
Korea Investment Corp
South Korea
$4.14M -$2.32M -28,408 -36%
FA
241
FDx Advisors
Illinois
$4.12M -$578K -7,084 -12%
ACM
242
Azimuth Capital Management
Michigan
$4.07M -$121K -1,490 -3%
BG
243
Bollard Group
Massachusetts
$4.06M +$41.5K +509 +1%
PCM
244
Palisade Capital Management
New Jersey
$4M +$942K +11,559 +31%
CS
245
Candriam SCA
Luxembourg
$3.97M +$269K +3,310 +7%
TAM
246
Tyers Asset Management
Texas
$3.95M +$575K +7,056 +17%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$3.93M -$343K -4,207 -8%
Truist Financial
248
Truist Financial
North Carolina
$3.88M -$2.36K -29 -0.1%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$3.84M +$31.6K +387 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
250
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.81M +$1.7M +20,800 +80%
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