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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$78.8M -$6.9M -84,657 -8%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$77.9M +$21.5M +263,246 +38%
UBS Group
53
UBS Group
Switzerland
$77.9M +$11.2M +137,378 +17%
CCM
54
Cullen Capital Management
New York
$75.2M -$1.33M -16,315 -2%
AAMU
55
Amundi Asset Management US
Massachusetts
$71.1M -$48.3M -591,827 -40%
B
56
Barings
North Carolina
$70.5M -$7.96M -97,682 -10%
Aberdeen Group
57
Aberdeen Group
United Kingdom
$69.3M +$1.21M +14,843 +2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$68.8M +$1.8M +22,111 +3%
Macquarie Group
59
Macquarie Group
Australia
$66.7M -$1.26M -15,480 -2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$65M +$14.5M +177,253 +29%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$64.5M +$3.51M +43,100 +6%
Citigroup
62
Citigroup
New York
$57.8M +$13.5M +165,575 +30%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$57.7M +$3.07M +37,604 +6%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$55.5M +$4.67M +57,232 +9%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$54.8M -$263K -3,225 -0.5%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$54.7M +$27.5M +337,433 +101%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$53.7M +$2.07M +25,432 +4%
SO
68
STRS Ohio
Ohio
$52.1M -$1.35M -16,521 -3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$51.1M -$999K -12,248 -2%
USAA
70
United Services Automobile Association
Texas
$50.7M +$4.2M +51,561 +9%
PS
71
Presima Securities
Quebec, Canada
$50.2M +$4.39M +53,800 +10%
WRF
72
Waddell & Reed Financial
Kansas
$47.8M -$4.09M -50,127 -8%
Canada Life
73
Canada Life
Manitoba, Canada
$47.3M -$604K -7,407 -1%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.2M +$1.31M +16,096 +3%
VAM
75
Veritas Asset Management
United Kingdom
$46.1M – – –
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