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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
101
Centersquare Investment Management
Pennsylvania
$27.9M +$27.9M +342,396 +2,853,300%
AG
102
Aperio Group
California
$27.4M +$175K +2,143 +0.6%
KeyBank National Association
103
KeyBank National Association
Ohio
$27.1M +$263K +3,231 +1%
WBC
104
Westpac Banking Corp
Australia
$26.5M -$14.8M -181,336 -36%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$26M +$11.2M +274,571 +76%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$25.2M +$801K +9,829 +3%
MIS
107
Morningstar Investment Services
Illinois
$25.1M -$16M -196,750 -39%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$23.7M -$199K -2,436 -0.8%
SCRM
109
Security Capital Research & Management
Illinois
$22.4M -$24.9M -305,700 -53%
JCM
110
Janney Capital Management
Pennsylvania
$21.8M -$703K -8,627 -3%
GC
111
Guggenheim Capital
Illinois
$21.7M +$3.36M +41,165 +18%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$21.6M -$277K -3,400 -1%
TIAAOA
113
Teachers Insurance & Annuity Association of America
New York
$21.4M -$6.86M -84,153 -24%
OAM
114
Oppenheimer Asset Management
New York
$21.3M -$669K -8,209 -3%
LPL Financial
115
LPL Financial
California
$21M +$1.57M +19,211 +8%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$19.8M +$4.8M +58,906 +32%
DDPIC
117
Deroy & Devereaux Private Investment Counsel
Michigan
$19.2M -$453K -5,556 -2%
NIPH
118
NN Investment Partners Holdings
Netherlands
$18.6M -$1.11M -13,606 -6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$18.1M -$11.6M -142,608 -39%
Calamos Advisors
120
Calamos Advisors
Illinois
$18.1M +$1.64M +20,067 +10%
Allianz Asset Management
121
Allianz Asset Management
Germany
$18M -$1.34M -16,390 -7%
Aviva
122
Aviva
United Kingdom
$18M +$151K +1,854 +0.8%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$17.8M +$1.42M +17,470 +9%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$17.8M +$1.43M +17,488 +9%
BTS
125
BB&T Securities
Virginia
$16.6M -$665K -8,162 -4%
3 4
5
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