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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.1M -$2.11M -32,778 -6%
FMI
77
Factory Mutual Insurance
Massachusetts
$36M +$804K +12,500 +2%
WBC
78
Westpac Banking Corp
Australia
$35.8M +$2.29M +35,596 +7%
ACA
79
Anchor Capital Advisors
Massachusetts
$34.7M -$864K -13,427 -2%
USAA
80
United Services Automobile Association
Texas
$34.4M -$1.75M -27,189 -5%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$34.3M +$159K +2,470 +0.5%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$32.9M – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$32.2M -$2.16M -33,555 -6%
CIM
84
Corda Investment Management
Texas
$32.1M +$469K +7,284 +1%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$32M -$1.23M -19,113 -4%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$30.8M -$971K -15,100 -3%
TIAAOA
87
Teachers Insurance & Annuity Association of America
New York
$30.7M -$237K -3,690 -0.8%
Canada Life
88
Canada Life
Manitoba, Canada
$29.9M -$1.32M -20,489 -4%
Aviva
89
Aviva
United Kingdom
$28.5M +$1.37M +21,323 +5%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$27.8M -$2.43M -37,719 -8%
National Pension Service
91
National Pension Service
South Korea
$27.6M -$268K -4,173 -1%
Stifel Financial
92
Stifel Financial
Missouri
$27.4M -$830K -12,908 -3%
Axa
93
Axa
France
$26.3M -$15.2M -236,699 -37%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$26.1M -$801K -12,448 -3%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.2M -$3M -46,589 -11%
Allianz Asset Management
96
Allianz Asset Management
Germany
$24.6M +$1.45M +22,585 +6%
SAM
97
Securian Asset Management
Minnesota
$23.9M -$988K -15,360 -4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$23.7M +$3.56M +55,417 +18%
KeyBank National Association
99
KeyBank National Association
Ohio
$22M -$592K -9,204 -3%
Franklin Resources
100
Franklin Resources
California
$21.8M -$103K -1,600 -0.5%
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4
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