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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
HRES
51
Heitman Real Estate Securities
Illinois
$81.3M 994,394 +852,434 +600%
Ameriprise
52
Ameriprise
Minnesota
$81.2M 993,049 -13,577 -1%
SEI Investments
53
SEI Investments
Pennsylvania
$79.4M 969,942 +22,725 +2%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$73.7M 901,232 -231,602 -20%
SCRM
55
Security Capital Research & Management
Illinois
$66.9M 817,525 +147,150 +22%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$66.1M 804,648 +134,248 +20%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$62.2M 760,695 +55,973 +8%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$61.7M 753,862 +12,503 +2%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$60.4M 739,100 -29,800 -4%
CCM
60
Cullen Capital Management
New York
$60.3M 736,810 -44,220 -6%
AAMU
61
Amundi Asset Management US
Massachusetts
$60.1M 735,328 -81,877 -10%
CIM
62
Centersquare Investment Management
Pennsylvania
$56.2M 687,788 +359,458 +109%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$54.2M 662,170 -20,575 -3%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$51.7M 632,073 -27,892 -4%
SO
65
STRS Ohio
Ohio
$51.4M 628,738 +16,250 +3%
Canada Life
66
Canada Life
Manitoba, Canada
$50.6M 623,318 +34,644 +6%
Macquarie Group
67
Macquarie Group
Australia
$50.3M 615,450 -162,573 -21%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$47.4M 579,430 -26,468 -4%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$46.2M 564,561 +1,166 +0.2%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.1M 564,000 -1,430 -0.3%
WRF
71
Waddell & Reed Financial
Kansas
$44.8M 547,900 +72,470 +15%
DPIM
72
Duff & Phelps Investment Management
Illinois
$44.2M 540,200 +540,200 New
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$43.6M 533,715 +113,214 +27%
National Pension Service
74
National Pension Service
South Korea
$42.4M 518,478 -10,319 -2%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$42M 513,668 +33,844 +7%
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