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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$543M
2
DZ Bank
2
DZ Bank
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$520M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Aperio Group
California
$31.5M +$1.06M +11,735 +3%
SAM
102
Securian Asset Management
Minnesota
$31.5M -$2.99M -32,962 -9%
CCMG
103
Clark Capital Management Group
Pennsylvania
$31.2M -$3.39M -37,356 -10%
Victory Capital Management
104
Victory Capital Management
Texas
$30.5M +$26.4M +291,527 +644%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$30.2M -$27.5M -303,663 -48%
CIM
106
Centersquare Investment Management
Pennsylvania
$29.8M -$1.28M -14,078 -4%
KeyBank National Association
107
KeyBank National Association
Ohio
$29.7M -$469K -5,179 -2%
WBC
108
Westpac Banking Corp
Australia
$28.5M -$1.04M -11,518 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$27.9M -$212K -2,341 -0.8%
TIAAOA
110
Teachers Insurance & Annuity Association of America
New York
$25.8M +$1.99M +21,955 +8%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$25.4M +$1.39M +15,300 +6%
GC
112
Guggenheim Capital
Illinois
$23.7M -$376K -4,153 -2%
LPL Financial
113
LPL Financial
California
$23.3M -$45.9K -506 -0.2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$22.6M -$3.73M -41,167 -14%
ERSOT
115
Employees Retirement System of Texas
Texas
$21.8M +$3.5M +38,629 +19%
Calamos Advisors
116
Calamos Advisors
Illinois
$21.1M +$973K +10,734 +5%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$20.9M +$6.45M +71,127 +45%
Allianz Asset Management
118
Allianz Asset Management
Germany
$20.1M +$44.1K +486 +0.2%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$20.1M -$44.1K -486 -0.2%
OAM
120
Oppenheimer Asset Management
New York
$19.9M -$3.86M -42,528 -16%
Aviva
121
Aviva
United Kingdom
$18.7M -$1.33M -14,643 -7%
MIS
122
Morningstar Investment Services
Illinois
$18.4M -$9.44M -104,236 -34%
CA
123
Commerzbank Aktiengesellschaft
Germany
$18.3M +$1.18M +13,012 +7%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$18.2M -$3.79M -41,800 -17%
NIPH
125
NN Investment Partners Holdings
Netherlands
$17.7M -$3.07M -33,904 -15%
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5
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