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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$45.5M 557,721 +7,698 +1%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$44.6M 547,407 +111,228 +26%
UIC
78
Uniplan Investment Counsel
Wisconsin
$41.5M 508,897 +2,791 +0.6%
National Pension Service
79
National Pension Service
South Korea
$41.2M 505,037 +36,354 +8%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$40.3M 493,806 +10,100 +2%
H
81
Hexavest
Quebec, Canada
$40.2M 493,244 -46,450 -9%
FMI
82
Factory Mutual Insurance
Massachusetts
$39.6M 485,400 – –
CIM
83
Corda Investment Management
Texas
$39M 477,968 -13,258 -3%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$37.9M 464,994 +16,479 +4%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$37.4M 458,913 -11,765 -2%
Axa
86
Axa
France
$36.9M 452,915 +42,214 +10%
Stifel Financial
87
Stifel Financial
Missouri
$36.6M 448,181 +20,664 +5%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$36.2M 443,399 -5,784 -1%
VRS
89
Virginia Retirement Systems
Virginia
$34M 416,833 +23,100 +6%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$33.2M 406,844 -7,790 -2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.3M 383,589 +4,067 +1%
CCMG
92
Clark Capital Management Group
Pennsylvania
$31.1M 381,793 +152,951 +67%
SAM
93
Securian Asset Management
Minnesota
$31M 380,759 -19,352 -5%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$29.7M 363,762 +49,679 +16%
Nomura Asset Management
95
Nomura Asset Management
Japan
$29.3M 359,667 +36,764 +11%
AQR Capital Management
96
AQR Capital Management
Connecticut
$29.2M 358,257 +12,828 +4%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$28.9M 353,993 +15,839 +5%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$28.7M 351,750 +314,190 +837%
Franklin Resources
99
Franklin Resources
California
$28.2M 345,596 -10,697 -3%
KBC Group
100
KBC Group
Belgium
$28.1M 344,298 +84,262 +32%
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4
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