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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$16.9M 206,422 -55,029 -21%
ERSOT
127
Employees Retirement System of Texas
Texas
$16.8M 205,413 -35,216 -15%
MSL
128
Mackay Shields LLC
New York
$16.7M 204,484 -170,199 -45%
MIS
129
Morningstar Investment Services
Illinois
$16.7M 204,311 +803 +0.4%
Aviva
130
Aviva
United Kingdom
$16.7M 204,083 -2,421 -1%
DA
131
Duality Advisers
Florida
$16.4M 200,051 +200,051 New
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$16M 195,259 +4,753 +2%
TCM
133
Tekla Capital Management
Massachusetts
$15.7M 191,646 +39,324 +26%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$15.7M 191,578 -30,051 -14%
Korea Investment Corp
135
Korea Investment Corp
South Korea
$15.4M 187,814 +9,200 +5%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$15.1M 184,873 -1,783 -1%
ProShare Advisors
137
ProShare Advisors
Maryland
$14.8M 180,553 +17,364 +11%
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$14.6M 178,327 +864 +0.5%
JCM
139
Janney Capital Management
Pennsylvania
$14M 171,507 -10,788 -6%
Comerica Bank
140
Comerica Bank
Texas
$14M 163,662 -2,348 -1%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$13.9M 170,138 +18,804 +12%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$13.4M 164,034 +128,501 +362%
FP
143
Foundry Partners
Minnesota
$13.3M 163,025 +1,119 +0.7%
ASRS
144
Arizona State Retirement System
Arizona
$13.2M 161,475 +25,028 +18%
AFA
145
American Financial Advisors
Georgia
$12.9M 143,277 +333 +0.2%
AIG
146
American International Group
New York
$12.9M 157,508 +3,841 +2%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$12.8M 156,692 -9,322 -6%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$12.8M 156,120 -3,686 -2%
DSA
149
Davis Selected Advisers
Arizona
$12.7M 155,360 -150 -0.1%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$12.6M 155,450 -3,019 -2%
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