WELL icon

Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Adelante Capital Management
California
$57.8M 921,611 -745,127 -45%
SCRM
52
Security Capital Research & Management
Illinois
$55M 877,755 -1,550 -0.2%
AllianceBernstein
53
AllianceBernstein
Tennessee
$53.2M 847,944 +6,375 +0.8%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$52M 829,062 -18,182 -2%
VAM
55
Veritas Asset Management
United Kingdom
$51.2M 816,000 – –
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$49.4M 787,377 +29,093 +4%
American Century Companies
57
American Century Companies
Missouri
$49.2M 785,309 -716,739 -48%
SEI Investments
58
SEI Investments
Pennsylvania
$49.2M 785,292 +185,430 +31%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$48.5M 774,300 -62,500 -7%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$47M 749,621 -317,149 -30%
UBS Group
61
UBS Group
Switzerland
$46.6M 743,820 -37,422 -5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$46.5M 741,332 +47,064 +7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$45M 718,356 +10,406 +1%
SO
64
STRS Ohio
Ohio
$44.2M 705,655 -2,669 -0.4%
PS
65
Presima Securities
Quebec, Canada
$41.9M 668,600 +69,800 +12%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$41.9M 668,148 -85,934 -11%
UIC
67
Uniplan Investment Counsel
Wisconsin
$41.9M 667,873 -64,606 -9%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$40.7M 648,763 +13,842 +2%
Axa
69
Axa
France
$40.4M 644,817 +224,474 +53%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$40.4M 644,593 – –
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$39.5M 630,568 -19,343 -3%
Barclays
72
Barclays
United Kingdom
$38.3M 610,298 -350,238 -36%
MIS
73
Morningstar Investment Services
Illinois
$38.2M 608,769 -104,044 -15%
B
74
Barings
North Carolina
$37.8M 602,406 -289,127 -32%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$37.5M 598,535 +92,452 +18%
1 2
3
4 5