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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$543M
2
DZ Bank
2
DZ Bank
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$520M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$85.9M -$1.76M -19,369 -2%
Barclays
52
Barclays
United Kingdom
$75.6M -$31.9M -352,299 -30%
BNP Paribas Asset Management
53
BNP Paribas Asset Management
France
$75.5M +$14.7M +162,249 +24%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$75M +$2.71M +29,937 +4%
AAMU
55
Amundi Asset Management US
Massachusetts
$74.1M -$5.01M -55,318 -6%
CCM
56
Cullen Capital Management
New York
$70.8M -$12.8M -141,510 -15%
Macquarie Group
57
Macquarie Group
Australia
$70.5M -$3.63M -39,996 -5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$69.7M -$1.99M -21,900 -3%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$67.2M -$19.4M -214,048 -22%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$63.9M +$3.01M +33,157 +5%
B
61
Barings
North Carolina
$62.6M -$15.8M -174,249 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$61.9M +$175K +1,928 +0.3%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$60.8M -$3.4M -37,527 -5%
SCRM
64
Security Capital Research & Management
Illinois
$60.8M +$35.9M +395,600 +144%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$59.8M +$170K +1,870 +0.3%
SO
66
STRS Ohio
Ohio
$55.5M -$2.42M -26,651 -4%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$54.9M -$1.92M -21,181 -3%
Renaissance Technologies
68
Renaissance Technologies
New York
$53.4M -$69.2M -763,607 -56%
Canada Life
69
Canada Life
Manitoba, Canada
$53.4M +$775K +8,550 +1%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.3M -$106K -1,172 -0.2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$51.1M +$514K +5,674 +1%
National Pension Service
72
National Pension Service
South Korea
$47.9M +$2.15M +23,760 +5%
Citigroup
73
Citigroup
New York
$47.7M -$16.6M -183,507 -26%
UH
74
Unigestion Holding
Switzerland
$45.8M +$45.8M +504,701 New
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$44.4M -$408K -4,500 -0.9%
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