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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$313M
2
State Street
2
State Street
Massachusetts
$1.99B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
4
Swedbank
Sweden
$160M
5
American Century Companies
5
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$167M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$81.6M 1,051,243 +68,257 +7%
Ameriprise
52
Ameriprise
Minnesota
$79.2M 1,020,887 -111,543 -10%
Asset Management One
53
Asset Management One
Japan
$78.2M 1,007,598 -392,553 -28%
CS
54
Credit Suisse
Switzerland
$76.6M 986,581 -106,938 -10%
B
55
Barings
North Carolina
$74.7M 962,163 +175,221 +22%
CCM
56
Cullen Capital Management
New York
$72.9M 938,855 -89,690 -9%
Aberdeen Group
57
Aberdeen Group
United Kingdom
$64.8M 835,038 -97,828 -10%
Macquarie Group
58
Macquarie Group
Australia
$64.7M 833,499 +70,891 +9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$63.8M 821,704 -50,061 -6%
UBS Group
60
UBS Group
Switzerland
$63.5M 817,759 +288,891 +55%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$58M 747,700 -4,100 -0.5%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$53.7M 692,161 +37,420 +6%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$52.4M 674,790 -45,206 -6%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$52M 670,323 -56,328 -8%
SO
65
STRS Ohio
Ohio
$50.9M 655,660 -88,714 -12%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$49.6M 639,327 +22,064 +4%
WRF
67
Waddell & Reed Financial
Kansas
$49.4M 636,340 -153,660 -19%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$49.1M 632,663 +10,692 +2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$48.4M 623,585 -12,173 -2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$48.1M 619,961 +19,470 +3%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$47.9M 617,404 +110,146 +22%
Canada Life
72
Canada Life
Manitoba, Canada
$45.5M 587,531 +84,442 +17%
SCRM
73
Security Capital Research & Management
Illinois
$45M 580,475 -36,677 -6%
USAA
74
United Services Automobile Association
Texas
$44.3M 570,691 +23,508 +4%
VAM
75
Veritas Asset Management
United Kingdom
$43.9M 565,900 -269,600 -32%
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