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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
126
Weiss Multi-Strategy Advisers
New York
$15.6M +$15.6M +225,000 New
SG Americas Securities
127
SG Americas Securities
New York
$15.2M +$12.8M +184,045 +522%
ERSOT
128
Employees Retirement System of Texas
Texas
$14.1M – – –
Calamos Advisors
129
Calamos Advisors
Illinois
$14.1M +$869K +12,520 +7%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$13.7M +$868K +12,500 +7%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$13.7M +$402K +5,797 +3%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$13.4M -$1.3M -18,693 -9%
MSL
133
Mackay Shields LLC
New York
$13.3M +$5.73M +82,548 +76%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$13M +$5.12M +73,800 +65%
ASRS
135
Arizona State Retirement System
Arizona
$12.6M +$1.12M +16,164 +10%
TU
136
TDAM USA
Ontario, Canada
$12.5M -$92.7K -1,335 -0.7%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$12.4M -$7.77M -112,000 -39%
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$11.9M – – –
VOYA Investment Management
139
VOYA Investment Management
Georgia
$11.9M +$178K +2,568 +2%
FP
140
Foundry Partners
Minnesota
$11.8M +$404K +5,825 +4%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$11.7M -$2.46M -35,391 -17%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$11.2M +$11.2M +161,889 New
ProShare Advisors
143
ProShare Advisors
Maryland
$10.6M +$116K +1,672 +1%
Comerica Bank
144
Comerica Bank
Texas
$10.6M +$2.64M +34,724 +33%
TG
145
TCW Group
California
$10.6M +$1.21M +17,500 +13%
AIG
146
American International Group
New York
$10.6M -$1.04M -14,967 -9%
BCIM
147
British Columbia Investment Management
British Columbia, Canada
$10.4M +$2.79M +40,153 +36%
Citadel Advisors
148
Citadel Advisors
Florida
$9.95M +$9.95M +143,298 New
ACM
149
Aviance Capital Management
Florida
$9.74M -$2.71M -39,113 -22%
CAM
150
ClariVest Asset Management
California
$9.01M +$9.01M +129,799 New
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