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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Morgan Stanley
4
Morgan Stanley
New York
$231M
5
EIP
5
Epoch Investment Partners
New York
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$63.5M 914,937 -31,067 -3%
SEI Investments
52
SEI Investments
Pennsylvania
$63.5M 982,986 +16,780 +2%
AllianceBernstein
53
AllianceBernstein
Tennessee
$60.5M 871,765 +36,506 +4%
VAM
54
Veritas Asset Management
United Kingdom
$58M 835,500 – –
WRF
55
Waddell & Reed Financial
Kansas
$54.8M 790,000 +154,900 +24%
B
56
Barings
North Carolina
$54.6M 786,942 +181,416 +30%
Macquarie Group
57
Macquarie Group
Australia
$52.9M 762,608 +66,289 +10%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$52.2M 751,800 -28,500 -4%
SO
59
STRS Ohio
Ohio
$51.7M 744,374 +106,910 +17%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$51.2M 737,066 +727,449 +7,564%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$50.4M 726,651 -121,402 -14%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$50M 719,996 +25,501 +4%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$45.4M 654,741 +10,148 +2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$44.1M 635,758 -13,194 -2%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$43.2M 621,971 +603,858 +3,334%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$42.8M 617,263 -8,576 -1%
SCRM
67
Security Capital Research & Management
Illinois
$42.8M 617,152 -171,301 -22%
PS
68
Presima Securities
Quebec, Canada
$42.8M 616,900 -39,400 -6%
OAC
69
OMERS Administration Corp
Ontario, Canada
$41.7M 601,339 -241,800 -29%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$41.7M 600,491 -78,960 -12%
FMI
71
Factory Mutual Insurance
Massachusetts
$38.8M 559,500 – –
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$38.2M 550,843 +16,996 +3%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.2M 550,285 -10,466 -2%
USAA
74
United Services Automobile Association
Texas
$38M 547,183 +12,963 +2%
UIC
75
Uniplan Investment Counsel
Wisconsin
$37.6M 541,996 -32,607 -6%
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