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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
NB
226
Norinchukin Bank
Japan
$4.73M 57,820 -4,450 -7%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$4.7M 57,469 +4,119 +8%
CS
228
Candriam SCA
Luxembourg
$4.68M 57,201 +2,521 +5%
Wolverine Trading
229
Wolverine Trading
Illinois
$4.67M 57,700 +40,001 +226%
Nordea Investment Management
230
Nordea Investment Management
Sweden
$4.64M 57,137 +2,348 +4%
AG
231
Advisor Group
Arizona
$4.61M 56,292 -35,313 -39%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$4.59M 57,003 +57,003 New
WCM
233
Windward Capital Management
California
$4.57M 55,840 +10,640 +24%
SCM
234
Stevens Capital Management
Pennsylvania
$4.56M 55,801 +55,801 New
PAM
235
Private Asset Management
California
$4.19M 51,210 +4,146 +9%
RIM
236
Redpoint Investment Management
Australia
$4.04M 49,420 +2,481 +5%
VI
237
Vestcor Inc
New Brunswick, Canada
$4.04M 49,362 +49,362 New
MML Investors Services
238
MML Investors Services
Massachusetts
$4M 48,871 +487 +1%
BG
239
Bollard Group
Massachusetts
$3.97M 48,532 +455 +0.9%
JAM
240
JLP Asset Management
New York
$3.94M 48,216 – –
CWM
241
CIBC World Markets
New York
$3.92M 47,980 +1,827 +4%
JAM
242
Jupiter Asset Management
United Kingdom
$3.92M 47,912 -24,977 -34%
AIM
243
Achmea Investment Management
Netherlands
$3.9M 47,688 -11,697 -20%
ACM
244
Azimuth Capital Management
Michigan
$3.86M 47,200 -2,560 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
245
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.84M 46,968 -1,200 -2%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$3.83M 46,850 +3,351 +8%
PAG
247
Private Advisor Group
New Jersey
$3.81M 46,628 -2,396 -5%
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$3.77M 46,085 +2,810 +6%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$3.74M 45,771 -1,590 -3%
MIAN
250
Mariner Independent Advisor Network
Kansas
$3.69M 45,099 -424 -0.9%
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