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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$543M
2
DZ Bank
2
DZ Bank
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$520M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$285M +$23.9M +263,571 +9%
Goldman Sachs
27
Goldman Sachs
New York
$282M +$13.2M +145,417 +5%
UBS AM
28
UBS AM
Illinois
$261M +$36.8M +405,505 +16%
EIP
29
Epoch Investment Partners
New York
$242M -$25.4M -279,876 -9%
LIMS
30
Lasalle Investment Management Securities
Maryland
$217M -$13.2M -146,138 -6%
ZP
31
Zimmer Partners
New York
$216M – – –
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M -$83M -915,849 -28%
SCCM
33
Schafer Cullen Capital Management
New York
$207M -$24.8M -273,086 -11%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$196M -$904K -9,983 -0.5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$188M +$15.1M +167,044 +9%
Swedbank
36
Swedbank
Sweden
$185M -$2.54M -27,984 -1%
ACI
37
AMP Capital Investors
Australia
$166M -$3.02M -33,479 -2%
BPSG
38
Brookfield Public Securities Group
New York
$160M +$160M +1,767,079 New
Prudential Financial
39
Prudential Financial
New Jersey
$159M +$24.5M +270,686 +18%
PPA
40
Parametric Portfolio Associates
Washington
$157M +$287K +3,161 +0.2%
DZ Bank
41
DZ Bank
Germany
$152M +$152M +1,673,771 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$144M +$5.79M +63,918 +4%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$136M -$6.46M -71,223 -5%
RJA
44
Raymond James & Associates
Florida
$118M -$7.32M -80,777 -6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$116M +$39.6M +436,699 +52%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$115M +$38.3M +422,661 +50%
CS
47
Credit Suisse
Switzerland
$113M -$30.4M -335,043 -21%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$103M -$23.9M -263,992 -19%
Asset Management One
49
Asset Management One
Japan
$96.9M +$484K +5,335 +0.5%
Ameriprise
50
Ameriprise
Minnesota
$91.3M -$6.25M -68,909 -6%
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