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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$313M
2
State Street
2
State Street
Massachusetts
$1.99B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
4
Swedbank
Sweden
$160M
5
American Century Companies
5
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$167M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
76
Presima Securities
Quebec, Canada
$43.6M -$4.25M -54,800 -9%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.7M +$17.1K +221 +0%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$42.7M -$63.6K -820 -0.1%
Citigroup
79
Citigroup
New York
$42.2M +$1.73M +22,316 +4%
H
80
Hexavest
Quebec, Canada
$41.9M +$2.19M +28,264 +6%
WBC
81
Westpac Banking Corp
Australia
$39.3M +$286K +3,689 +0.7%
UIC
82
Uniplan Investment Counsel
Wisconsin
$39.3M -$2.79M -35,890 -7%
MIS
83
Morningstar Investment Services
Illinois
$39.1M -$1.8M -23,257 -4%
CIM
84
Corda Investment Management
Texas
$38.1M -$466K -6,009 -1%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$37.5M +$1.54M +19,900 +4%
FMI
86
Factory Mutual Insurance
Massachusetts
$37.1M -$5.67M -74,100 -13%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$36.5M -$805K -10,375 -2%
National Pension Service
88
National Pension Service
South Korea
$36.4M +$1.3M +16,711 +4%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$34.9M +$3.55M +45,765 +11%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$34.8M +$29.9M +384,863 +605%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$33.8M -$2.12M -27,274 -6%
Stifel Financial
92
Stifel Financial
Missouri
$33.2M +$408K +5,264 +1%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$32.2M -$351K -4,529 -1%
Axa
94
Axa
France
$31.9M +$2.97M +38,248 +10%
SAM
95
Securian Asset Management
Minnesota
$31M +$5.58M +71,927 +22%
VRS
96
Virginia Retirement Systems
Virginia
$30.6M +$621K +8,000 +2%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M +$701K +9,028 +2%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$28.3M +$4.36M +56,126 +18%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$28.1M +$9.53M +122,851 +51%
Franklin Resources
100
Franklin Resources
California
$27.6M +$805K +10,376 +3%
2 3
4
5 6