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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Morgan Stanley
4
Morgan Stanley
New York
$231M
5
EIP
5
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$36.7M -$17M -244,772 -32%
MIS
77
Morningstar Investment Services
Illinois
$36.6M -$2.59M -37,351 -7%
Citigroup
78
Citigroup
New York
$36.2M -$6.53M -94,038 -15%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$35.8M +$33.4M +481,619 +1,407%
TIAAOA
80
Teachers Insurance & Annuity Association of America
New York
$35.7M +$2.62M +37,696 +8%
H
81
Hexavest
Quebec, Canada
$35.5M -$15.3M -221,015 -30%
ACA
82
Anchor Capital Advisors
Massachusetts
$35.5M -$1.97M -28,360 -5%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$35.2M +$31M +447,058 +743%
National Pension Service
84
National Pension Service
South Korea
$35M +$1.81M +23,419 +5%
WBC
85
Westpac Banking Corp
Australia
$34.9M -$3.76M -54,126 -10%
CIM
86
Corda Investment Management
Texas
$34.5M -$138K -1,995 -0.4%
ACM
87
Adelante Capital Management
California
$34.1M -$27.4M -394,425 -45%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$33.4M -$1.36M -19,539 -4%
Canada Life
89
Canada Life
Manitoba, Canada
$32.8M +$2.47M +37,863 +8%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$32.2M -$1.04M -15,000 -3%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$32.2M -$2.41M -34,674 -7%
Stifel Financial
92
Stifel Financial
Missouri
$29.3M -$311K -4,489 -1%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$29.1M -$939K -13,528 -3%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$28.2M +$17M +245,152 +153%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$28M -$194K -2,790 -0.7%
VRS
96
Virginia Retirement Systems
Virginia
$26.8M +$6.09M +87,800 +29%
Allianz Asset Management
97
Allianz Asset Management
Germany
$26.4M -$131K -1,882 -0.5%
Axa
98
Axa
France
$25.9M -$2.48M -35,665 -9%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M -$1.46M -21,063 -5%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$25.4M +$2.89M +41,610 +13%
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