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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$151M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$90.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$50.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.1M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$97M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$76.8M
3
Goldman Sachs
Goldman Sachs
New York
-$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
251
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.84M -$7.52M -108,300 -73%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$2.81M -$34.7K -500 -1%
MCP
253
Martin Capital Partners
Oregon
$2.81M +$154K +2,225 +6%
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.78M +$118K +1,700 +4%
RA
255
Resource America
New York
$2.78M +$2.78M +40,000 New
WCM
256
Windward Capital Management
California
$2.74M +$123K +1,777 +5%
TAM
257
Tyers Asset Management
Texas
$2.68M -$125K -1,808 -4%
M&T Bank
258
M&T Bank
New York
$2.67M +$198K +2,850 +8%
CGH
259
Crossmark Global Holdings
Texas
$2.67M +$675K +9,722 +34%
RJT
260
Raymond James Trust
Florida
$2.58M +$2.99K +43 +0.1%
CIA
261
Capital Investment Advisors
Georgia
$2.55M -$1.22M -17,562 -32%
QCM
262
Quadrant Capital Management
New Jersey
$2.54M -$13.9K -200 -0.5%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$2.53M +$188K +2,639 +8%
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$2.44M +$96.1K +1,384 +4%
CS
265
Candriam SCA
Luxembourg
$2.43M +$2.03M +29,282 +506%
UCFA
266
United Capital Financial Advisors
Texas
$2.41M -$17.1K -247 -0.7%
LM
267
Lincluden Management
Ontario, Canada
$2.37M -$538K -7,755 -18%
RA
268
RMR Advisors
Massachusetts
$2.37M – – –
RRWA
269
Rainey & Randall Wealth Advisors
Florida
$2.37M +$2.37M +34,195 New
BWL
270
Bogart Wealth LLC
Virginia
$2.32M +$43K +620 +2%
QI
271
QS Investors
New York
$2.31M +$132K +1,900 +6%
S
272
Seeyond
France
$2.28M +$2.28M +32,833 New
NMERB
273
New Mexico Educational Retirement Board
New Mexico
$2.2M -$104K -1,500 -5%
BHC
274
Bowen Hanes & Co
Florida
$2.18M +$69.4K +1,000 +3%
SAM
275
Silvercrest Asset Management
New York
$2.12M +$68.9K +993 +3%
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