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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$313M
2
State Street
2
State Street
Massachusetts
$1.99B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
4
Swedbank
Sweden
$160M
5
American Century Companies
5
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$167M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$225M 2,904,011 +47,610 +2%
Renaissance Technologies
27
Renaissance Technologies
New York
$218M 2,811,922 -128,800 -4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$187M 2,411,926 +421,544 +21%
UBS AM
29
UBS AM
Illinois
$181M 2,329,965 +34,646 +2%
BC
30
Brookfield Corp
Ontario, Canada
$173M 2,223,605 +568,391 +34%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$167M 2,150,231 -598,888 -22%
Federated Hermes
32
Federated Hermes
Pennsylvania
$162M 2,089,016 +17,511 +0.8%
SCCM
33
Schafer Cullen Capital Management
New York
$161M 2,075,609 -122,754 -6%
ACM
34
AEW Capital Management
Massachusetts
$161M 2,068,600 -324,597 -14%
Swedbank
35
Swedbank
Sweden
$160M 2,061,890 +2,061,890 New
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$151M 1,941,356 +1,535,700 +379%
Prudential Financial
37
Prudential Financial
New Jersey
$150M 1,935,333 -421,636 -18%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$148M 1,895,879 -20,090 -1%
ACI
39
AMP Capital Investors
Australia
$144M 1,836,421 +133,698 +8%
TA
40
Teachers Advisors
New York
$144M 1,852,854 +7,912 +0.4%
PPA
41
Parametric Portfolio Associates
Washington
$135M 1,734,243 +121,929 +8%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$127M 1,634,449 -114,860 -7%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$119M 1,536,507 +799,441 +108%
Swiss National Bank
44
Swiss National Bank
Switzerland
$118M 1,522,066 +51,800 +4%
AAMU
45
Amundi Asset Management US
Massachusetts
$114M 1,464,350 +92,229 +7%
RJA
46
Raymond James & Associates
Florida
$109M 1,405,463 -56,316 -4%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$101M 1,296,422 -340,034 -21%
HRES
48
Heitman Real Estate Securities
Illinois
$98.8M 1,272,612 +103,705 +9%
Barclays
49
Barclays
United Kingdom
$98M 1,263,203 +348,266 +38%
TCIM
50
TIAA CREF Investment Management
New York
$97.5M 1,256,185 -45,170 -3%
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