WELL icon

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
1
JPMorgan Chase & Co
New York
$193M
2
PI
2
PGGM Investments
Netherlands
$381M
3
American Century Companies
3
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
2
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$122M +$6.44M +118,397 +6%
SCCM
27
Schafer Cullen Capital Management
New York
$118M +$9.14M +167,868 +8%
UBS AM
28
UBS AM
Illinois
$115M +$14.2M +261,203 +14%
Renaissance Technologies
29
Renaissance Technologies
New York
$112M +$18.9M +348,000 +20%
Prudential Financial
30
Prudential Financial
New Jersey
$112M +$17.2M +316,157 +18%
ACI
31
AMP Capital Investors
Australia
$110M -$3.02M -55,096 -3%
TA
32
Teachers Advisors
New York
$95.6M -$3.6M -66,106 -4%
ACM
33
Adelante Capital Management
California
$90.7M +$4M +73,546 +5%
RJA
34
Raymond James & Associates
Florida
$87.2M +$1.91M +35,002 +2%
OAC
35
OMERS Administration Corp
Ontario, Canada
$81.9M – – –
American Century Companies
36
American Century Companies
Missouri
$81.8M +$49.9M +916,083 +156%
TCIM
37
TIAA CREF Investment Management
New York
$81.3M -$3.16M -58,107 -4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$79.5M -$7.58M -139,300 -9%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$76.9M +$12.6M +231,293 +20%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$76.6M +$496K +9,104 +0.7%
Asset Management One
41
Asset Management One
Japan
$71.6M -$2.94M -54,005 -4%
CS
42
Credit Suisse
Switzerland
$65.2M +$5.21M +95,721 +9%
CCM
43
Cullen Capital Management
New York
$64.2M +$995K +18,280 +2%
PPA
44
Parametric Portfolio Associates
Washington
$60.2M +$15.3M +281,266 +34%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$58.1M +$2.29M +41,997 +4%
HRES
46
Heitman Real Estate Securities
Illinois
$57.8M -$8.29M -145,632 -13%
Ameriprise
47
Ameriprise
Minnesota
$56.2M -$4.7M -86,283 -8%
CIM
48
Centersquare Investment Management
Pennsylvania
$55M +$55M +1,010,581 New
H
49
Hexavest
Quebec, Canada
$54.9M +$4.49M +82,414 +9%
WRF
50
Waddell & Reed Financial
Kansas
$54.7M +$9.85M +180,900 +22%
1
2
3 4 5