WELL icon

Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$543M
2
DZ Bank
2
DZ Bank
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$520M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
UIC
76
Uniplan Investment Counsel
Wisconsin
$44.1M 486,208 -22,689 -4%
FMI
77
Factory Mutual Insurance
Massachusetts
$44M 485,400 – –
Neuberger Berman Group
78
Neuberger Berman Group
New York
$43.5M 479,824 -67,583 -12%
WRF
79
Waddell & Reed Financial
Kansas
$43.1M 475,430 -110,783 -19%
H
80
Hexavest
Quebec, Canada
$42.8M 472,689 -20,555 -4%
CIM
81
Corda Investment Management
Texas
$42.7M 470,656 -7,312 -2%
UBS Group
82
UBS Group
Switzerland
$42.3M 467,159 -487,978 -51%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$42.2M 466,885 +115,135 +33%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$40.8M 450,330 -8,583 -2%
Axa
85
Axa
France
$40.6M 447,619 -5,296 -1%
Stifel Financial
86
Stifel Financial
Missouri
$40.4M 445,112 -3,069 -0.7%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$40M 441,511 -1,888 -0.4%
VRS
88
Virginia Retirement Systems
Virginia
$38.3M 422,533 +5,700 +1%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$38.1M 420,501 -44,493 -10%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7M 406,804 +23,215 +6%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$35.7M 394,847 +31,085 +9%
KBC Group
92
KBC Group
Belgium
$34.7M 382,543 +38,245 +11%
VAM
93
Veritas Asset Management
United Kingdom
$34.3M 378,400 -187,500 -33%
MSL
94
Mackay Shields LLC
New York
$34M 374,683 +193,853 +107%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$33.2M 365,700 +206,700 +130%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$32.8M 361,662 -45,182 -11%
Nomura Asset Management
97
Nomura Asset Management
Japan
$32.3M 356,670 -2,997 -0.8%
AQR Capital Management
98
AQR Capital Management
Connecticut
$32.1M 354,557 -3,700 -1%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$32.1M 354,301 +308 +0.1%
Franklin Resources
100
Franklin Resources
California
$31.8M 350,428 +4,832 +1%
2 3
4
5 6