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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$193M
2
PI
2
PGGM Investments
Netherlands
$381M
3
American Century Companies
3
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
2
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$52.3M 960,536 +264,631 +38%
B
52
Barings
North Carolina
$48.5M 891,533 -52,770 -6%
SCRM
53
Security Capital Research & Management
Illinois
$47.9M 879,305 -216,862 -20%
GC
54
Guggenheim Capital
Illinois
$46.8M 859,198 +100,689 +13%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$46.1M 847,244 -62,989 -7%
AAMU
56
Amundi Asset Management US
Massachusetts
$45.9M 843,831 +83,097 +11%
AllianceBernstein
57
AllianceBernstein
Tennessee
$45.8M 841,569 -713,840 -46%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$45.5M 836,800 -1,500 -0.2%
VAM
59
Veritas Asset Management
United Kingdom
$44.4M 816,000 – –
UBS Group
60
UBS Group
Switzerland
$42.5M 781,242 +213,503 +38%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$41.3M 758,284 +4,129 +0.5%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$41M 754,082 +467,640 +163%
UIC
63
Uniplan Investment Counsel
Wisconsin
$40.1M 732,479 -13,326 -2%
MIS
64
Morningstar Investment Services
Illinois
$38.8M 712,813 -136,721 -16%
SO
65
STRS Ohio
Ohio
$38.6M 708,324 +84,418 +14%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$38.5M 707,950 -1,413 -0.2%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$37.8M 694,268 +30,617 +5%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$35.4M 649,911 – –
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$35.1M 644,593 +1,700 +0.3%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$34.6M 634,921 -11,516 -2%
ACA
71
Anchor Capital Advisors
Massachusetts
$33.4M 613,268 -16,183 -3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$33.2M 610,511 -281,019 -32%
SEI Investments
73
SEI Investments
Pennsylvania
$32.7M 599,862 -158,029 -21%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.6M 599,518 +14,838 +3%
PS
75
Presima Securities
Quebec, Canada
$32.6M 598,800 +27,700 +5%
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