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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$177M 2,749,857 -1,529,259 -36%
ACM
27
AEW Capital Management
Massachusetts
$174M 2,712,297 -113,700 -4%
Prudential Financial
28
Prudential Financial
New Jersey
$152M 2,363,263 -235,843 -9%
SCCM
29
Schafer Cullen Capital Management
New York
$148M 2,302,349 -59,191 -3%
Renaissance Technologies
30
Renaissance Technologies
New York
$148M 2,297,400 +734,800 +47%
UBS AM
31
UBS AM
Illinois
$137M 2,131,607 +47,628 +2%
Federated Hermes
32
Federated Hermes
Pennsylvania
$135M 2,093,056 -59,944 -3%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$131M 2,041,452 +10,238 +0.5%
BC
34
Brookfield Corp
Ontario, Canada
$128M 1,989,314 -956,000 -32%
TA
35
Teachers Advisors
New York
$125M 1,947,786 +177,995 +10%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$118M 1,855,354 +163,638 +10%
ACI
37
AMP Capital Investors
Australia
$115M 1,822,623 -95,862 -5%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$106M 1,642,219 +177,632 +12%
Ameriprise
39
Ameriprise
Minnesota
$104M 1,385,909 +410,634 +42%
AAMU
40
Amundi Asset Management US
Massachusetts
$100M 1,557,467 +34,378 +2%
RJA
41
Raymond James & Associates
Florida
$99.5M 1,546,862 -26,354 -2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$97.8M 1,521,044 +31,777 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$93.5M 1,453,766 -46,000 -3%
PPA
44
Parametric Portfolio Associates
Washington
$93.2M 1,449,661 +58,079 +4%
TCIM
45
TIAA CREF Investment Management
New York
$92.5M 1,437,589 -93,671 -6%
Asset Management One
46
Asset Management One
Japan
$90.8M 1,424,780 +55,786 +4%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$85.6M 1,330,156 +501,094 +60%
CCM
48
Cullen Capital Management
New York
$74.2M 1,153,505 -37,950 -3%
CS
49
Credit Suisse
Switzerland
$72.7M 1,130,977 -16,623 -1%
SEI Investments
50
SEI Investments
Pennsylvania
$62.2M 966,206 +180,914 +23%
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