WELL icon

Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.2M 593,529 -5,989 -1%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$36.8M 587,713 -1,606 -0.3%
USAA
78
United Services Automobile Association
Texas
$35.2M 561,409 -20,411 -4%
ACA
79
Anchor Capital Advisors
Massachusetts
$34.7M 553,199 -60,069 -10%
FMI
80
Factory Mutual Insurance
Massachusetts
$34.3M 547,000 – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$33.5M 534,147 -76,364 -13%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$33.3M 531,377 +15,273 +3%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$32.7M 517,240 -399 -0.1%
WBC
84
Westpac Banking Corp
Australia
$32.7M 521,617 +38,284 +8%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$32.1M 512,006 – –
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$31M 493,906 +300 +0.1%
Macquarie Group
87
Macquarie Group
Australia
$30.9M 493,107 +191,184 +63%
CIM
88
Corda Investment Management
Texas
$30.8M 491,946 +24,319 +5%
Canada Life
89
Canada Life
Manitoba, Canada
$30.5M 485,715 -26,932 -5%
Citigroup
90
Citigroup
New York
$30.2M 481,488 +36,961 +8%
TIAAOA
91
Teachers Insurance & Annuity Association of America
New York
$30.1M 480,415 -5,753 -1%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$29.5M 470,410 -10,732 -2%
Stifel Financial
93
Stifel Financial
Missouri
$27.6M 439,650 +54,410 +14%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.5M 438,146 +40,757 +10%
National Pension Service
95
National Pension Service
South Korea
$27M 432,726 -5,382 -1%
Aviva
96
Aviva
United Kingdom
$26.4M 421,386 -18,694 -4%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$26.2M 418,656 -30,879 -7%
SMDAM
98
Sumitomo Mitsui DS Asset Management
Japan
$25.3M 403,910 +41,808 +12%
SAM
99
Securian Asset Management
Minnesota
$24.2M 386,488 +51,343 +15%
Allianz Asset Management
100
Allianz Asset Management
Germany
$22.5M 359,473 -23,633 -6%
2 3
4
5 6