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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$185M
2
DZ Bank
DZ Bank
Germany
+$152M
3
Morgan Stanley
Morgan Stanley
New York
+$136M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$129M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$101M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$184M
2
BC
Brookfield Corp
Ontario, Canada
-$169M
3
Invesco
Invesco
Georgia
-$107M
4
Deutsche Bank
Deutsche Bank
Germany
-$103M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TEE
226
Tibra Equities Europe
United Kingdom
$4.96M +$4.96M +54,700 New
CS
227
Candriam SCA
Luxembourg
$4.96M +$525K +5,786 +12%
William Blair & Company
228
William Blair & Company
Illinois
$4.92M -$63.5K -700 -1%
PDN
229
Pensionfund DSM Netherlands
Netherlands
$4.89M – – –
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$4.84M -$12.2K -135 -0.3%
TAM
231
Tyers Asset Management
Texas
$4.7M +$310K +3,424 +7%
CWG
232
Cornerstone Wealth Group
North Carolina
$4.54M +$2.8M +30,908 +161%
ACM
233
Azimuth Capital Management
Michigan
$4.51M -$10.4K -115 -0.2%
PAG
234
Private Advisor Group
New Jersey
$4.44M +$1.29M +14,272 +41%
MML Investors Services
235
MML Investors Services
Massachusetts
$4.39M -$667K -7,357 -13%
JAM
236
JLP Asset Management
New York
$4.37M -$833K -9,184 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
237
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.37M +$136K +1,500 +3%
BG
238
Bollard Group
Massachusetts
$4.36M -$160K -1,768 -4%
USAA
239
United Services Automobile Association
Texas
$4.32M -$52.1M -574,654 -92%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$21.4K +236 +0.5%
Truist Financial
241
Truist Financial
North Carolina
$4.27M -$44.4K -490 -1%
PAM
242
Private Asset Management
California
$4.27M -$1.08M -11,949 -20%
RIM
243
Redpoint Investment Management
Australia
$4.26M +$151K +1,665 +4%
CSS
244
Cubist Systematic Strategies
Connecticut
$4.23M +$4.07M +44,928 +2,663%
DILIC
245
Dai-ichi Life Insurance Company
Japan
$4.2M +$76.5K +844 +2%
CWM
246
CIBC World Markets
New York
$4.18M -$2.2M -24,219 -34%
GSC
247
G&S Capital
Colorado
$4.17M +$62.5K +689 +2%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$4.15M -$225K -2,480 -5%
WCM
249
Windward Capital Management
California
$4.1M +$392K +4,328 +11%
B
250
BP
United Kingdom
$4.08M – – –
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10
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