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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
101
Fidelity International
Bermuda
$22.5M 358,240 -24,470 -6%
KeyBank National Association
102
KeyBank National Association
Ohio
$22.1M 351,829 -12,244 -3%
CCP
103
Clough Capital Partners
Massachusetts
$21.7M 346,000 +346,000 New
CC
104
Cannell & Co
New York
$21.4M 341,963 +42,775 +14%
Franklin Resources
105
Franklin Resources
California
$21.4M 341,017 -33,200 -9%
VRS
106
Virginia Retirement Systems
Virginia
$20.8M 331,433 +49,000 +17%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$20.6M 329,117 -2,271 -0.7%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$19.8M 315,329 +57,102 +22%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$19.6M 312,784 +171,959 +122%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$19.5M 310,907 +34,657 +13%
N
111
Natixis
France
$19M 302,506 +177,661 +142%
JCM
112
Janney Capital Management
Pennsylvania
$18.5M 295,178 -3,908 -1%
AQR Capital Management
113
AQR Capital Management
Connecticut
$18.2M 289,694 -51,734 -15%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$18M 287,500 -8,000 -3%
Nomura Asset Management
115
Nomura Asset Management
Japan
$17.6M 280,985 +1,825 +0.7%
GC
116
Guggenheim Capital
Illinois
$17.6M 280,052 -579,146 -67%
BTS
117
BB&T Securities
Virginia
$17.4M 278,260 -32,659 -11%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$17.2M 275,139 -73,891 -21%
AG
119
Aperio Group
California
$17.2M 274,956 +107,589 +64%
OAM
120
Oppenheimer Asset Management
New York
$15.6M 248,950 +30,841 +14%
NIPH
121
NN Investment Partners Holdings
Netherlands
$15.4M 245,956 -19,110 -7%
DDPIC
122
Deroy & Devereaux Private Investment Counsel
Michigan
$15.2M 242,555 +50,678 +26%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$15M 238,969 +39,257 +20%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$14.5M 231,900 -316,200 -58%
LPL Financial
125
LPL Financial
California
$14.2M 226,513 +5,065 +2%
3 4
5
6 7