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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 %
B
251
BP
United Kingdom
$3.68M 45,000 – –
EAM
252
Eagle Asset Management
Florida
$3.66M 44,720 -29,839 -40%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$3.6M 43,992 -1,780 -4%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$3.54M 43,309 -459 -1%
ACP
255
Ashfield Capital Partners
California
$3.53M 43,102 +155 +0.4%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$3.42M 41,800 -954 -2%
II
257
IFM Investors
Australia
$3.4M 41,612 -1,944 -4%
Assenagon Asset Management
258
Assenagon Asset Management
Luxembourg
$3.39M 41,500 +21,900 +112%
USAA
259
United Services Automobile Association
Texas
$3.37M 41,200 -6,398 -13%
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M 40,550 – –
FVWA
261
Foster Victor Wealth Advisors
South Carolina
$3.31M 40,281 +9,282 +30%
Wealthfront Advisers
262
Wealthfront Advisers
California
$3.21M 39,272 -3,017 -7%
Creative Planning
263
Creative Planning
Kansas
$3.18M 38,901 +2,273 +6%
QCM
264
Quadrant Capital Management
New Jersey
$3.18M 38,840 +261 +0.7%
JPMPWA
265
J.P. Morgan Private Wealth Advisors
California
$3.17M 38,709 +1,279 +3%
Point72 Asset Management
266
Point72 Asset Management
Connecticut
$3.12M 38,100 -21,200 -36%
BB
267
Bell Bank
North Dakota
$3.11M 38,013 +474 +1%
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$3.11M 37,973 +19,045 +101%
RIM
269
Rampart Investment Management
Connecticut
$3.1M 37,950 +3,080 +9%
William Blair & Company
270
William Blair & Company
Illinois
$3.04M 37,154 -17,112 -32%
DILIC
271
Dai-ichi Life Insurance Company
Japan
$3.02M 36,886 -9,442 -20%
MYAM
272
Meiji Yasuda Asset Management
Japan
$2.94M 35,933 -220 -0.6%
WJWM
273
Williams Jones Wealth Management
New York
$2.91M 35,562 +1,050 +3%
M&T Bank
274
M&T Bank
New York
$2.89M 35,317 -1,032 -3%
RJT
275
Raymond James Trust
Florida
$2.86M 34,947 -2,215 -6%
9 10
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