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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$193M
2
PI
2
PGGM Investments
Netherlands
$381M
3
American Century Companies
3
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
2
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
$20.9M 383,106 -81,605 -18%
Fidelity International
102
Fidelity International
Bermuda
$20.8M 382,710 +24,549 +7%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$20.4M 375,231 +367,608 +4,822%
Franklin Resources
104
Franklin Resources
California
$20.4M 374,217 -38,008 -9%
KeyBank National Association
105
KeyBank National Association
Ohio
$19.8M 364,073 -30,541 -8%
SMDAM
106
Sumitomo Mitsui DS Asset Management
Japan
$19.7M 362,102 +187,993 +108%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$19M 349,030 +158,199 +83%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$18.7M 343,302 -7,256 -2%
AQR Capital Management
109
AQR Capital Management
Connecticut
$18.6M 341,428 -256,815 -43%
SAM
110
Securian Asset Management
Minnesota
$18.2M 335,145 -140,600 -30%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$18M 331,388 -11,173 -3%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$17.4M 319,265 +107,000 +50%
BTS
113
BB&T Securities
Virginia
$16.9M 310,919 +16,964 +6%
Macquarie Group
114
Macquarie Group
Australia
$16.4M 301,923 +85,338 +39%
CC
115
Cannell & Co
New York
$16.3M 299,188 +195,771 +189%
JCM
116
Janney Capital Management
Pennsylvania
$16.3M 299,086 +2,294 +0.8%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$16.1M 295,500 – –
VRS
118
Virginia Retirement Systems
Virginia
$15.4M 282,433 +500 +0.2%
Nomura Asset Management
119
Nomura Asset Management
Japan
$15.2M 279,160 +11,865 +4%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$15M 276,250 +15,739 +6%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$14.8M 272,026 +16,540 +6%
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
$14.8M 271,087 -664,113 -71%
NIPH
123
NN Investment Partners Holdings
Netherlands
$14.4M 265,066 -462,659 -64%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$14.1M 258,227 +50,012 +24%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$12.8M 235,921 +235,349 +41,145%
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5
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