WELL icon

Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$193M
2
PI
2
PGGM Investments
Netherlands
$381M
3
American Century Companies
3
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
2
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
76
Wellington Management Group
Massachusetts
$32.1M +$6.76M +124,149 +27%
USAA
77
United Services Automobile Association
Texas
$31.7M -$1.31M -24,117 -4%
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$30M +$20.6M +377,400 +221%
PP
79
Prudential plc
United Kingdom
$29.8M – – –
Nuveen Asset Management
80
Nuveen Asset Management
Illinois
$29.8M -$32.9M -605,140 -53%
FMI
81
Factory Mutual Insurance
Massachusetts
$29.8M – – –
Neuberger Berman Group
82
Neuberger Berman Group
New York
$28.4M -$397K -7,244 -1%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$28.1M -$1.01M -18,555 -3%
Canada Life
84
Canada Life
Manitoba, Canada
$27.9M +$1.21M +22,160 +5%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$27.9M – – –
BNP Paribas Asset Management
86
BNP Paribas Asset Management
France
$27.5M +$6.1M +112,125 +28%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$26.9M -$1.79M -32,900 -6%
TIAAOA
88
Teachers Insurance & Annuity Association of America
New York
$26.5M +$4.62M +84,932 +21%
WBC
89
Westpac Banking Corp
Australia
$26.3M -$966K -17,749 -4%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$26.2M -$3.46M -63,649 -12%
CIM
91
Corda Investment Management
Texas
$25.5M +$5.74M +105,427 +29%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$24.5M -$1.13M -20,833 -4%
ST
93
Sabal Trust
Florida
$24.2M +$4.68M +85,967 +24%
Citigroup
94
Citigroup
New York
$24.2M +$1.07M +19,636 +5%
Aviva
95
Aviva
United Kingdom
$24M +$1.87M +34,436 +8%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$23.9M -$24M -440,010 -50%
National Pension Service
97
National Pension Service
South Korea
$23.8M +$2.93M +53,756 +14%
Axa
98
Axa
France
$22.9M +$1.69M +31,011 +8%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M +$3.57M +65,634 +20%
Stifel Financial
100
Stifel Financial
Missouri
$21M +$2.24M +40,998 +12%
2 3
4
5 6