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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
Swedbank
76
Swedbank
Sweden
$41.8M 515,753 -1,530,179 -75%
Truist Financial
77
Truist Financial
North Carolina
$41.5M 507,281 +460,126 +976%
Citigroup
78
Citigroup
New York
$40.4M 493,682 -31,997 -6%
FMI
79
Factory Mutual Insurance
Massachusetts
$39.7M 485,400 – –
Stifel Financial
80
Stifel Financial
Missouri
$38.6M 471,611 +26,499 +6%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$38.2M 466,906 -22,400 -5%
CIM
82
Corda Investment Management
Texas
$37.9M 462,890 -7,766 -2%
UBS Group
83
UBS Group
Switzerland
$37.4M 457,652 -9,507 -2%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$36M 440,142 -10,188 -2%
Axa
85
Axa
France
$35.8M 437,392 -10,227 -2%
WBC
86
Westpac Banking Corp
Australia
$34.6M 422,563 +108,641 +35%
VRS
87
Virginia Retirement Systems
Virginia
$34M 416,033 -6,500 -2%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.5M 409,306 +2,502 +0.6%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$33.1M 404,397 -37,114 -8%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$32.8M 401,158 -65,727 -14%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$32.4M 396,638 +1,791 +0.5%
VAM
92
Veritas Asset Management
United Kingdom
$30.9M 378,400 – –
CCMG
93
Clark Capital Management Group
Pennsylvania
$30M 366,279 +21,842 +6%
RGREA
94
Ranger Global Real Estate Advisors
Colorado
$29.4M 359,900 +173,900 +93%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$29.4M 359,890 -5,810 -2%
AG
96
Aperio Group
California
$29.4M 359,278 +11,469 +3%
Franklin Resources
97
Franklin Resources
California
$29.2M 357,522 +7,094 +2%
Nomura Asset Management
98
Nomura Asset Management
Japan
$29M 354,865 -1,805 -0.5%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$29M 354,716 +415 +0.1%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$28.7M 351,533 +17,904 +5%
2 3
4
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