WELL icon

Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$13.9M 221,761 -97,504 -31%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$13.9M 221,205 -14,716 -6%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$13.8M 220,068 -11,635 -5%
VLKIM
129
Van Lanschot Kempen Investment Management
Netherlands
$13.6M 216,372 +6,427 +3%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$13.2M 210,080 -11,343 -5%
SOADOR
131
State of Alaska Department of Revenue
Alaska
$12.7M 202,380 -69,646 -26%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$12M 190,643 +23,283 +14%
GFPC
133
Global Financial Private Capital
Florida
$11.8M 188,020 -29,342 -13%
ERSOT
134
Employees Retirement System of Texas
Texas
$11.5M 183,000 – –
TU
135
TDAM USA
Ontario, Canada
$11.5M 182,877 -13,260 -7%
SRC
136
Shufro Rose & Co
New York
$11.2M 179,289 +179,289 New
Rafferty Asset Management
137
Rafferty Asset Management
New York
$11.1M 176,982 +82,292 +87%
Calamos Advisors
138
Calamos Advisors
Illinois
$11M 175,969 +30,056 +21%
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$10.9M 174,483 -2,444 -1%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$10.8M 173,037 -17,273 -9%
ProShare Advisors
141
ProShare Advisors
Maryland
$10.4M 166,677 -19,658 -11%
ASRS
142
Arizona State Retirement System
Arizona
$10.2M 162,643 +39,250 +32%
AIG
143
American International Group
New York
$9.96M 158,878 -993 -0.6%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$9.78M 155,974 -42,624 -21%
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$9.25M 147,572 -61,636 -29%
O
146
OppenheimerFunds
New York
$9.03M 143,971 +3,907 +3%
AAMU
147
AEGON Asset Management (UK)
United Kingdom
$8.8M 140,356 – –
FP
148
Foundry Partners
Minnesota
$8.79M 140,134 +131,923 +1,607%
VW
149
Vantage Wealth
California
$8.64M 137,780 +1,200 +0.9%
SB
150
Suntrust Banks
Georgia
$8.27M 131,928 +1,882 +1%
4 5
6
7 8