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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$20.9M -$17.6M -273,954 -46%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$20.8M +$853K +13,469 +4%
GC
103
Guggenheim Capital
Illinois
$20.7M +$2.68M +41,627 +15%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$20.7M -$495K -7,690 -2%
Fidelity International
105
Fidelity International
Bermuda
$20.6M -$2.39M -37,220 -10%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$20.3M +$350K +5,434 +2%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$20.2M -$30.4M -472,585 -60%
VRS
108
Virginia Retirement Systems
Virginia
$19.2M -$2.15M -33,500 -10%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$18.7M +$161K +2,500 +0.9%
Nomura Asset Management
110
Nomura Asset Management
Japan
$18.6M +$520K +8,087 +3%
JCM
111
Janney Capital Management
Pennsylvania
$18.5M -$459K -7,144 -2%
AG
112
Aperio Group
California
$18.5M +$803K +12,487 +5%
AQR Capital Management
113
AQR Capital Management
Connecticut
$17.9M -$738K -11,481 -4%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$17.8M +$143K +2,223 +0.8%
SMDAM
115
Sumitomo Mitsui DS Asset Management
Japan
$17.3M -$8.7M -135,315 -34%
OAM
116
Oppenheimer Asset Management
New York
$17.2M +$1.22M +19,001 +8%
BTS
117
BB&T Securities
Virginia
$16.5M -$1.39M -21,540 -8%
NIPH
118
NN Investment Partners Holdings
Netherlands
$16.3M +$469K +7,286 +3%
DDPIC
119
Deroy & Devereaux Private Investment Counsel
Michigan
$15.7M +$115K +1,792 +0.7%
CC
120
Cannell & Co
New York
$15.7M -$6.29M -97,757 -29%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$15.5M +$182K +2,827 +1%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$15M -$22.8M -355,140 -60%
LPL Financial
123
LPL Financial
California
$14M -$564K -8,774 -4%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$13.6M -$635K -9,873 -4%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$13.6M +$75.8K +1,179 +0.6%
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5
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