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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Morgan Stanley
4
Morgan Stanley
New York
$231M
5
EIP
5
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$24M +$451K +6,500 +2%
KeyBank National Association
102
KeyBank National Association
Ohio
$23.3M -$487K -7,014 -2%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$22.8M -$32.3K -466 -0.1%
SAM
104
Securian Asset Management
Minnesota
$22.8M -$2.98M -42,944 -12%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$22.6M +$266K +3,828 +1%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$22.1M +$187K +2,693 +0.9%
AG
107
Aperio Group
California
$22M +$2.04M +29,406 +10%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$22M +$114K +1,646 +0.5%
Aviva
109
Aviva
United Kingdom
$21.8M -$8.97M -129,178 -29%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$21.4M -$4.14M -59,604 -16%
Nomura Asset Management
111
Nomura Asset Management
Japan
$21.2M +$1.1M +15,881 +5%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$19.8M -$15.7M -226,200 -44%
JCM
113
Janney Capital Management
Pennsylvania
$19.7M -$291K -4,191 -1%
GC
114
Guggenheim Capital
Illinois
$19.6M -$2.75M -39,657 -12%
OAM
115
Oppenheimer Asset Management
New York
$19.3M +$750K +10,801 +4%
SMDAM
116
Sumitomo Mitsui DS Asset Management
Japan
$17.4M -$1.28M -18,457 -7%
DDPIC
117
Deroy & Devereaux Private Investment Counsel
Michigan
$16.9M -$85.5K -1,232 -0.5%
AQR Capital Management
118
AQR Capital Management
Connecticut
$16.8M -$2.47M -35,643 -13%
NIPH
119
NN Investment Partners Holdings
Netherlands
$16.7M -$831K -11,966 -5%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$16.6M -$134K -1,926 -0.8%
BTS
121
BB&T Securities
Virginia
$16.6M -$1.18M -17,003 -7%
Fidelity International
122
Fidelity International
Bermuda
$16.3M -$5.95M -85,701 -27%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$16.2M +$71.1K +1,025 +0.4%
CC
124
Cannell & Co
New York
$15.7M -$1.2M -17,326 -7%
LPL Financial
125
LPL Financial
California
$15.7M +$629K +9,058 +4%
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5
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