WELL icon

Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHI
101
Miller Howard Investments
New York
$25.6M -$4.09M -64,143 -14%
KeyBank National Association
102
KeyBank National Association
Ohio
$25.2M -$805K -12,624 -3%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$25.1M +$424K +6,643 +2%
Axa
104
Axa
France
$24.8M -$447K -7,007 -2%
National Pension Service
105
National Pension Service
South Korea
$24.5M +$1.85M +29,040 +8%
CIM
106
Corda Investment Management
Texas
$23.1M +$4.98M +78,135 +28%
ST
107
Sabal Trust
Florida
$22.9M +$1.02M +16,057 +5%
Fidelity International
108
Fidelity International
Bermuda
$22.8M +$499K +7,831 +2%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$22.4M +$688K +10,789 +3%
Stifel Financial
110
Stifel Financial
Missouri
$22M +$1.41M +22,041 +7%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$21.8M -$72.6K -1,139 -0.3%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M -$4.76M -74,589 -18%
JCM
113
Janney Capital Management
Pennsylvania
$18.9M -$268K -4,196 -1%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$18.8M -$319K -5,000 -2%
BTS
115
BB&T Securities
Virginia
$18.7M -$1.36M -21,272 -7%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$18.3M +$771K +12,092 +4%
VRS
117
Virginia Retirement Systems
Virginia
$18M +$427K +6,700 +2%
CCMH
118
Cornerstone Capital Management Holdings
New York
$17.4M -$4.76M -74,720 -21%
Nomura Asset Management
119
Nomura Asset Management
Japan
$17M +$459K +7,201 +3%
TG
120
TCW Group
California
$16.9M +$28.7K +450 +0.2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$16.6M +$1.19M +18,626 +8%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$16.3M +$1.45M +22,670 +10%
DSA
123
Davis Selected Advisers
Arizona
$16.2M +$61.9K +970 +0.4%
OAM
124
Oppenheimer Asset Management
New York
$15.3M – – –
Natixis Advisors
125
Natixis Advisors
Massachusetts
$15.3M -$1.3M -20,463 -8%
3 4
5
6 7