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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$61.9M +$11.4M +177,692 +23%
HRES
52
Heitman Real Estate Securities
Illinois
$60.9M -$33.4M -497,684 -35%
Barclays
53
Barclays
United Kingdom
$60.8M +$21.6M +335,706 +55%
ACM
54
Adelante Capital Management
California
$57M -$2.29M -35,633 -4%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$54.5M +$6.33M +98,432 +13%
OAC
56
OMERS Administration Corp
Ontario, Canada
$54.2M -$42.6M -662,381 -44%
VAM
57
Veritas Asset Management
United Kingdom
$53.7M +$1.25M +19,500 +2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$53.7M -$816K -12,685 -1%
SCRM
59
Security Capital Research & Management
Illinois
$50.7M -$5.74M -89,302 -10%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$50.2M +$386K +6,000 +0.8%
UBS Group
61
UBS Group
Switzerland
$49.8M +$1.92M +29,820 +4%
H
62
Hexavest
Quebec, Canada
$47.1M -$13.7M -213,231 -23%
Macquarie Group
63
Macquarie Group
Australia
$44.8M +$13.1M +203,212 +41%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$44.7M -$1.53M -23,861 -3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$43.7M -$3.98M -61,881 -8%
PS
66
Presima Securities
Quebec, Canada
$42.2M -$791K -12,300 -2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$41.7M +$12.2K +189 +0%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$41.5M – – –
SO
69
STRS Ohio
Ohio
$41M -$4.39M -68,191 -10%
WRF
70
Waddell & Reed Financial
Kansas
$40.9M -$20.3M -315,200 -33%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$40.3M -$304K -4,729 -0.7%
Citigroup
72
Citigroup
New York
$39.6M +$8.61M +133,845 +28%
B
73
Barings
North Carolina
$38.9M +$201K +3,120 +0.5%
UIC
74
Uniplan Investment Counsel
Wisconsin
$37M -$6M -93,270 -14%
MIS
75
Morningstar Investment Services
Illinois
$36.3M -$2.81M -43,667 -7%
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