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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$427M
2
State Street
State Street
Massachusetts
$2.32B
3
LIMS
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
BlackRock
New York
$3.36B

Top Sellers

1
ZP
Zimmer Partners
New York
$195M
2
Renaissance Technologies
Renaissance Technologies
New York
$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
126
Employees Retirement System of Texas
Texas
$16.5M -$81.5K -1,000 -0.5%
CAM
127
ClariVest Asset Management
California
$16.2M -$1.03M -12,679 -6%
First Trust Advisors
128
First Trust Advisors
Illinois
$15.7M +$9.31M +114,215 +146%
CA
129
Commerzbank Aktiengesellschaft
Germany
$15.4M +$4.16M +51,052 +37%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$15.4M +$723K +8,872 +5%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$15.2M +$1.32M +16,208 +10%
MSL
132
Mackay Shields LLC
New York
$14.7M -$2.81M -34,478 -16%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$14.5M +$277K +3,396 +2%
FP
134
Foundry Partners
Minnesota
$14.1M +$95.8K +1,175 +0.7%
Comerica Bank
135
Comerica Bank
Texas
$13.9M +$980K +11,592 +8%
ProShare Advisors
136
ProShare Advisors
Maryland
$13.8M -$257K -3,154 -2%
Point72 Asset Management
137
Point72 Asset Management
Connecticut
$13.4M +$7.81M +95,810 +139%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$13M +$4.71M +57,755 +57%
TU
139
TDAM USA
Ontario, Canada
$13M -$56.1K -688 -0.4%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$13M +$448K +5,500 +4%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$12.9M +$1.57M +19,235 +14%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$12.9M -$739K -9,065 -5%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$12.8M +$1.76M +21,535 +16%
AIG
144
American International Group
New York
$12.6M -$14.1K -173 -0.1%
HRES
145
Heitman Real Estate Securities
Illinois
$12.5M -$91.3M -1,119,248 -88%
TCM
146
Tekla Capital Management
Massachusetts
$12.4M -$6.93M -85,000 -36%
CC
147
Cannell & Co
New York
$12.3M -$157K -1,925 -1%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$12.3M +$2M +24,522 +20%
DSA
149
Davis Selected Advisers
Arizona
$12.2M +$12.2M +150,120 New
SCM
150
Sterling Capital Management
North Carolina
$12.1M -$358K -4,394 -3%
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