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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$241M -$22.4M -275,325 -9%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$234M +$37.8M +464,084 +19%
SCCM
28
Schafer Cullen Capital Management
New York
$216M +$40.5M +477,701 +23%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$215M +$39.3M +481,000 +22%
LIMS
30
Lasalle Investment Management Securities
Maryland
$207M +$191M +2,347,679 +1,231%
UBS AM
31
UBS AM
Illinois
$202M +$11.9M +146,229 +6%
ZP
32
Zimmer Partners
New York
$195M -$134M -1,648,712 -41%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$177M +$22.8M +280,081 +15%
Federated Hermes
34
Federated Hermes
Pennsylvania
$172M +$1.23M +15,030 +0.7%
Swedbank
35
Swedbank
Sweden
$169M +$980K +12,026 +0.6%
BC
36
Brookfield Corp
Ontario, Canada
$169M -$12.3M -150,586 -7%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$156M +$22.5M +276,579 +17%
ACI
38
AMP Capital Investors
Australia
$153M +$3.13M +38,399 +2%
ACM
39
AEW Capital Management
Massachusetts
$147M -$21.4M -262,000 -13%
PPA
40
Parametric Portfolio Associates
Washington
$141M -$536K -6,570 -0.4%
CS
41
Credit Suisse
Switzerland
$129M +$48.1M +590,007 +60%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$128M +$22.5M +276,380 +21%
Swiss National Bank
43
Swiss National Bank
Switzerland
$124M -$97.8K -1,200 -0.1%
Prudential Financial
44
Prudential Financial
New Jersey
$121M -$36.5M -448,245 -23%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$114M -$44.4M -544,530 -28%
RJA
46
Raymond James & Associates
Florida
$113M -$1.8M -22,022 -2%
Renaissance Technologies
47
Renaissance Technologies
New York
$110M -$119M -1,459,354 -52%
Barclays
48
Barclays
United Kingdom
$96.7M -$6.31M -77,415 -6%
Ameriprise
49
Ameriprise
Minnesota
$87.7M +$4.45M +54,648 +5%
Asset Management One
50
Asset Management One
Japan
$86.7M +$4.54M +55,689 +6%
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