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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Morgan Stanley
4
Morgan Stanley
New York
$231M
5
EIP
5
Epoch Investment Partners
New York
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$198M 2,856,401 -895,198 -24%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$191M 2,749,119 -738 -0%
ACM
28
AEW Capital Management
Massachusetts
$166M 2,393,197 -319,100 -12%
Prudential Financial
29
Prudential Financial
New Jersey
$164M 2,356,969 -6,294 -0.3%
UBS AM
30
UBS AM
Illinois
$159M 2,295,319 +163,712 +8%
SCCM
31
Schafer Cullen Capital Management
New York
$153M 2,198,363 -103,986 -5%
Federated Hermes
32
Federated Hermes
Pennsylvania
$144M 2,071,505 -21,551 -1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$138M 1,990,382 +660,226 +50%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$133M 1,915,969 +60,615 +3%
TA
35
Teachers Advisors
New York
$128M 1,844,942 -102,844 -5%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$121M 1,749,309 +228,265 +15%
ACI
37
AMP Capital Investors
Australia
$118M 1,702,723 -119,900 -7%
BC
38
Brookfield Corp
Ontario, Canada
$115M 1,655,214 -334,100 -17%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$114M 1,636,456 -5,763 -0.4%
PPA
40
Parametric Portfolio Associates
Washington
$112M 1,612,314 +162,653 +11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$102M 1,470,266 +16,500 +1%
RJA
42
Raymond James & Associates
Florida
$101M 1,461,779 -85,083 -6%
Asset Management One
43
Asset Management One
Japan
$97.1M 1,400,151 -24,629 -2%
TCIM
44
TIAA CREF Investment Management
New York
$90.3M 1,301,355 -136,234 -9%
American Century Companies
45
American Century Companies
Missouri
$82.4M 1,186,682 +223,681 +23%
HRES
46
Heitman Real Estate Securities
Illinois
$81.1M 1,168,907 +262,172 +29%
Ameriprise
47
Ameriprise
Minnesota
$78.7M 1,132,430 -253,479 -18%
CS
48
Credit Suisse
Switzerland
$75.9M 1,093,519 -37,458 -3%
CCM
49
Cullen Capital Management
New York
$71.4M 1,028,545 -124,960 -11%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$64.6M 932,866 -1,108,586 -54%
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