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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$275M 3,361,041 +221,460 +7%
Federated Hermes
27
Federated Hermes
Pennsylvania
$255M 3,112,835 -104,640 -3%
UBS AM
28
UBS AM
Illinois
$239M 2,923,091 +41,392 +1%
LIMS
29
Lasalle Investment Management Securities
Maryland
$200M 2,442,113 +49,869 +2%
BPSG
30
Brookfield Public Securities Group
New York
$194M 2,368,049 +600,970 +34%
Deutsche Bank
31
Deutsche Bank
Germany
$188M 2,304,332 -1,521,969 -40%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$188M 2,304,141 +226,069 +11%
EIP
33
Epoch Investment Partners
New York
$187M 2,283,811 -386,911 -14%
SCCM
34
Schafer Cullen Capital Management
New York
$179M 2,192,787 -87,437 -4%
ACI
35
AMP Capital Investors
Australia
$137M 1,687,375 -153,966 -8%
PPA
36
Parametric Portfolio Associates
Washington
$136M 1,659,654 -71,180 -4%
CIMLRA
37
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M 1,621,124 -696,699 -30%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$131M 1,609,668 -556,309 -26%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$131M 1,603,074 +101,495 +7%
DZ Bank
40
DZ Bank
Germany
$131M 1,616,067 -57,704 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$125M 1,529,784 -55,000 -3%
ACM
42
AEW Capital Management
Massachusetts
$120M 1,464,900 +1,464,900 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$107M 1,309,638 +29,124 +2%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$106M 1,290,616 +18,074 +1%
RJA
45
Raymond James & Associates
Florida
$102M 1,249,613 -53,051 -4%
Prudential Financial
46
Prudential Financial
New Jersey
$93.7M 1,146,010 -611,764 -35%
CS
47
Credit Suisse
Switzerland
$84.9M 1,038,342 -203,203 -16%
Asset Management One
48
Asset Management One
Japan
$84.5M 1,033,617 -35,005 -3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$82.8M 1,012,186 +185,035 +22%
Barclays
50
Barclays
United Kingdom
$81.4M 995,088 +161,599 +19%
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