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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$28.7M 351,475 -481,736 -58%
KBC Group
102
KBC Group
Belgium
$28.4M 347,740 -34,803 -9%
Victory Capital Management
103
Victory Capital Management
Texas
$28.3M 346,217 +9,427 +3%
SAM
104
Securian Asset Management
Minnesota
$28M 342,182 -5,615 -2%
UIC
105
Uniplan Investment Counsel
Wisconsin
$27.9M 1,092,857 +606,649 +125%
AQR Capital Management
106
AQR Capital Management
Connecticut
$27.7M 338,161 -16,396 -5%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$27.6M 337,513 +337,513 New
KeyBank National Association
108
KeyBank National Association
Ohio
$26.6M 324,863 -2,715 -0.8%
Squarepoint
109
Squarepoint
New York
$26.5M 324,196 +324,196 New
Renaissance Technologies
110
Renaissance Technologies
New York
$25.4M 310,760 -278,201 -47%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$24.9M 304,717 -56,945 -16%
TIAAOA
112
Teachers Insurance & Annuity Association of America
New York
$24.6M 300,767 +16,378 +6%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$24.5M 299,561 -7,758 -3%
NIPH
114
NN Investment Partners Holdings
Netherlands
$23.8M 291,401 +96,560 +50%
Canada Pension Plan Investment Board
115
Canada Pension Plan Investment Board
Ontario, Canada
$23.5M 287,376 +287,275 +284,431%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$22.8M 278,765 -1,300 -0.5%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$22.6M 276,717 +99,677 +56%
LPL Financial
118
LPL Financial
California
$22M 268,509 +11,538 +4%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$20.8M 254,087 +4,898 +2%
First Trust Advisors
120
First Trust Advisors
Illinois
$20M 244,183 +86,171 +55%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$19.8M 242,385 +11,433 +5%
Allianz Asset Management
122
Allianz Asset Management
Germany
$19M 232,899 +11,146 +5%
Calamos Advisors
123
Calamos Advisors
Illinois
$18.8M 230,347 -2,019 -0.9%
APG Asset Management
124
APG Asset Management
Netherlands
$18.5M 254,230 +161,090 +173%
OAM
125
Oppenheimer Asset Management
New York
$18M 220,633 +1,323 +0.6%
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