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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$13.1M -$1.02M -15,847 -7%
ERSOT
127
Employees Retirement System of Texas
Texas
$13.1M +$1.29M +20,000 +11%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$12.7M +$474K +7,375 +4%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$12.3M +$4.7M +73,128 +62%
Calamos Advisors
130
Calamos Advisors
Illinois
$12.2M +$901K +14,011 +8%
SOADOR
131
State of Alaska Department of Revenue
Alaska
$11.9M -$1.11M -17,288 -9%
TU
132
TDAM USA
Ontario, Canada
$11.9M -$68.6K -1,050 -0.6%
ACM
133
Aviance Capital Management
Florida
$11.5M +$11.5M +179,420 New
SRC
134
Shufro Rose & Co
New York
$11.5M +$7.59K +118 +0.1%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$11M -$188K -2,920 -2%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$10.9M -$280K -4,355 -3%
AIG
137
American International Group
New York
$10.8M +$553K +8,603 +5%
ASRS
138
Arizona State Retirement System
Arizona
$10.6M +$149K +2,312 +1%
FP
139
Foundry Partners
Minnesota
$10.6M +$1.57M +24,447 +17%
HEIP
140
Hudson Edge Investment Partners
New Jersey
$10.4M +$3.59M +55,778 +53%
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
$10.3M +$832K +12,932 +9%
CCP
142
Clough Capital Partners
Massachusetts
$9.82M -$12.4M -193,400 -56%
ProShare Advisors
143
ProShare Advisors
Maryland
$9.75M -$975K -15,162 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.6M +$5.09M +79,100 +113%
GFPC
145
Global Financial Private Capital
Florida
$9.52M -$2.58M -40,068 -21%
VLKIM
146
Van Lanschot Kempen Investment Management
Netherlands
$9.49M -$4.43M -68,822 -32%
1832 Asset Management
147
1832 Asset Management
Ontario, Canada
$9.05M -$5.88M -91,300 -39%
VW
148
Vantage Wealth
California
$8.92M +$59.9K +932 +0.7%
TG
149
TCW Group
California
$8.73M +$8.73M +135,647 New
APG Asset Management
150
APG Asset Management
Netherlands
$8.44M – – –
4 5
6
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