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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$163M 2,599,106 +544,433 +26%
SCCM
27
Schafer Cullen Capital Management
New York
$148M 2,361,540 +191,866 +9%
Federated Hermes
28
Federated Hermes
Pennsylvania
$135M 2,153,000 -89,988 -4%
UBS AM
29
UBS AM
Illinois
$131M 2,083,979 -30,879 -1%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$127M 2,031,214 -406,072 -17%
ACI
31
AMP Capital Investors
Australia
$120M 1,918,485 -86,859 -4%
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$120M 1,910,244 +1,839,398 +2,596%
TA
33
Teachers Advisors
New York
$111M 1,769,791 +13,207 +0.8%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$106M 1,691,716 +1,252,506 +285%
RJA
35
Raymond James & Associates
Florida
$98.6M 1,573,216 -27,911 -2%
Renaissance Technologies
36
Renaissance Technologies
New York
$98M 1,562,600 -502,163 -24%
TCIM
37
TIAA CREF Investment Management
New York
$96M 1,531,260 +37,294 +2%
AAMU
38
Amundi Asset Management US
Massachusetts
$95.5M 1,523,089 +679,258 +80%
OAC
39
OMERS Administration Corp
Ontario, Canada
$94.4M 1,505,520 – –
Swiss National Bank
40
Swiss National Bank
Switzerland
$94M 1,499,766 +38,900 +3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$93.4M 1,489,267 +81,791 +6%
HRES
42
Heitman Real Estate Securities
Illinois
$92.7M 1,404,419 +389,255 +38%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$91.8M 1,464,587 +51,610 +4%
PPA
44
Parametric Portfolio Associates
Washington
$87.2M 1,391,582 +285,926 +26%
Asset Management One
45
Asset Management One
Japan
$85.6M 1,368,994 +53,597 +4%
CCM
46
Cullen Capital Management
New York
$74.7M 1,191,455 +11,820 +1%
CS
47
Credit Suisse
Switzerland
$71.9M 1,147,600 -50,427 -4%
Ameriprise
48
Ameriprise
Minnesota
$61.2M 975,275 -56,219 -5%
WRF
49
Waddell & Reed Financial
Kansas
$59.6M 950,300 -53,900 -5%
H
50
Hexavest
Quebec, Canada
$59.3M 945,676 -62,485 -6%
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