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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$543M
2
DZ Bank
DZ Bank
Germany
$152M
3
Morgan Stanley
Morgan Stanley
New York
$520M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.18B
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Invesco
Invesco
Georgia
$369M
4
Deutsche Bank
Deutsche Bank
Germany
$347M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$17.3M +$1.2M +13,200 +7%
CAM
127
ClariVest Asset Management
California
$17M -$1.1M -12,142 -6%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$16.9M -$5.17K -57 -0%
SG Americas Securities
129
SG Americas Securities
New York
$16.9M +$4.55M +50,137 +37%
RGREA
130
Ranger Global Real Estate Advisors
Colorado
$16.9M +$16.9M +186,000 New
JCM
131
Janney Capital Management
Pennsylvania
$16.5M -$7.67M -84,617 -32%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$16.2M +$11.6M +127,900 +252%
RPI
133
Railway Pension Investments
United Kingdom
$16.1M +$6.74M +74,397 +72%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$16.1M -$1.03M -11,315 -6%
BTS
135
BB&T Securities
Virginia
$16.1M -$2.36M -26,027 -13%
SOADOR
136
State of Alaska Department of Revenue
Alaska
$16M -$3.71M -40,974 -19%
Comerica Bank
137
Comerica Bank
Texas
$15.1M +$185K +2,042 +1%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$15M +$663K +7,309 +5%
ProShare Advisors
139
ProShare Advisors
Maryland
$14.8M -$594K -6,553 -4%
FP
140
Foundry Partners
Minnesota
$14.7M -$986K -10,875 -6%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$14.5M +$177K +1,957 +1%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$14.4M +$153K +1,682 +1%
First Trust Advisors
143
First Trust Advisors
Illinois
$14.3M -$3.1M -34,244 -18%
DSA
144
Davis Selected Advisers
Arizona
$14.1M +$489K +5,390 +4%
AIG
145
American International Group
New York
$13.9M -$80.7K -890 -0.6%
TCM
146
Tekla Capital Management
Massachusetts
$13.8M – – –
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$13.7M +$374K +4,122 +3%
DDPIC
148
Deroy & Devereaux Private Investment Counsel
Michigan
$13.5M -$7.81M -86,154 -37%
CC
149
Cannell & Co
New York
$13.3M -$358K -3,950 -3%
AFA
150
American Financial Advisors
Georgia
$13M -$328K -3,621 -2%
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