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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Market Value Shares Shares
Change 		Shares
Change %
SCCM
26
Schafer Cullen Capital Management
New York
$128M 2,001,806 -84,008 -4%
Deutsche Bank
27
Deutsche Bank
Germany
$123M 1,933,820 -3,945,841 -67%
CIMLRA
28
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M 1,922,799 -3,115,147 -62%
Aberdeen Group
29
Aberdeen Group
United Kingdom
$121M 1,893,784 -412,244 -18%
UBS AM
30
UBS AM
Illinois
$118M 1,853,655 +17,576 +1%
TA
31
Teachers Advisors
New York
$116M 1,822,690 -95,214 -5%
Prudential Financial
32
Prudential Financial
New Jersey
$111M 1,738,516 +203,640 +13%
Renaissance Technologies
33
Renaissance Technologies
New York
$109M 1,716,763 +505,863 +42%
Swiss National Bank
34
Swiss National Bank
Switzerland
$102M 1,600,166 +19,400 +1%
ACM
35
Adelante Capital Management
California
$102M 1,593,192 +35,660 +2%
RJA
36
Raymond James & Associates
Florida
$99.9M 1,566,125 -56,605 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$99.2M 1,555,409 +49,330 +3%
TCIM
38
TIAA CREF Investment Management
New York
$99M 1,552,073 -39,411 -2%
OAC
39
OMERS Administration Corp
Ontario, Canada
$96M 1,505,520 +119,460 +9%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$89.2M 1,398,372 +26,492 +2%
Asset Management One
41
Asset Management One
Japan
$87.3M 1,369,402 -24,816 -2%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$75.4M 1,181,684 +316,316 +37%
CCM
43
Cullen Capital Management
New York
$74.1M 1,161,355 +13,355 +1%
HRES
44
Heitman Real Estate Securities
Illinois
$74M 1,160,796 +119,284 +11%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$73.5M 1,152,149 +525,991 +84%
Ameriprise
46
Ameriprise
Minnesota
$71.1M 1,117,777 -63,368 -5%
CS
47
Credit Suisse
Switzerland
$70.3M 1,102,306 +108,251 +11%
SCRM
48
Security Capital Research & Management
Illinois
$69.9M 1,096,167 +15,363 +1%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$67.3M 1,056,070 -293,270 -22%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$65.4M 1,024,773 +263,047 +35%
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