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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
2
PI
PGGM Investments
Netherlands
+$93.3M
3
American Century Companies
American Century Companies
Missouri
+$49.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$46.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$188M
2
Cohen & Steers
Cohen & Steers
New York
-$185M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAF
251
Tredje AP-fonden
Sweden
$2.53M +$201K +3,690 +9%
AB
252
Amalgamated Bank
New York
$2.51M -$6.48K -119 -0.3%
Skandinaviska Enskilda Banken (SEB)
253
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.5M -$1.28M -23,442 -34%
PAM
254
Private Asset Management
California
$2.48M -$307K -5,640 -11%
BG
255
Bollard Group
Massachusetts
$2.45M +$36.4K +668 +2%
DCM
256
Driehaus Capital Management
Illinois
$2.45M +$2.45M +44,927 New
ACP
257
Ashfield Capital Partners
California
$2.44M -$553K -10,154 -18%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$252K +4,632 +12%
AIM
259
Achmea Investment Management
Netherlands
$2.41M -$220K -4,044 -8%
EVM
260
Eaton Vance Management
Massachusetts
$2.41M +$1.38M +25,294 +134%
Creative Planning
261
Creative Planning
Kansas
$2.38M -$36.3K -667 -2%
B
262
BP
United Kingdom
$2.34M +$2.34M +43,000 New
CCM
263
Catawba Capital Management
Virginia
$2.32M -$91.5K -1,680 -4%
Public Sector Pension Investment Board (PSP Investments)
264
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M +$59.9K +1,100 +3%
DnB Asset Management
265
DnB Asset Management
Norway
$2.27M +$152K +2,800 +7%
BCM
266
Buckhead Capital Management
Georgia
$2.21M -$38.7K -710 -2%
TAM
267
Tyers Asset Management
Texas
$2.19M +$54K +992 +3%
SCA
268
Snowden Capital Advisors
New York
$2.18M +$116K +2,127 +6%
OC
269
Oppenheimer & Co
New York
$2.18M +$155K +2,839 +8%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$2.18M +$33.3K +611 +2%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$2.13M – – –
LFR
272
Lehman Financial Resources
Pennsylvania
$2.09M -$100K -1,843 -5%
ANI
273
American National Insurance
Texas
$2.08M – – –
DCM
274
Dupont Capital Management
Delaware
$2.07M -$939K -17,254 -31%
QCM
275
Quadrant Capital Management
New Jersey
$2.02M +$5.44K +100 +0.3%
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