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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$193M
2
PI
PGGM Investments
Netherlands
$381M
3
American Century Companies
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$7.67M +$267K +4,897 +4%
AAMU
152
AEGON Asset Management (UK)
United Kingdom
$7.64M +$7.64M +140,356 New
O
153
OppenheimerFunds
New York
$7.62M +$1.35M +24,819 +22%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$7.59M -$462K -8,492 -6%
VW
155
Vantage Wealth
California
$7.43M +$1.99M +36,555 +37%
AAF
156
Andra AP-fonden
Sweden
$7.24M +$1.39M +25,600 +24%
SI
157
Stephens Inc
Arkansas
$7.18M -$221K -4,061 -3%
SB
158
Suntrust Banks
Georgia
$7.08M +$387K +7,112 +6%
PG
159
Pendal Group
Australia
$7.02M – – –
Bank of Nova Scotia
160
Bank of Nova Scotia
Ontario, Canada
$6.82M -$2.66M -48,941 -28%
APG Asset Management
161
APG Asset Management
Netherlands
$6.75M +$434K +9,800 +7%
ASRS
162
Arizona State Retirement System
Arizona
$6.72M -$136K -2,500 -2%
N
163
Natixis
France
$6.69M +$6.69M +124,845 New
HI
164
Honeywell International
North Carolina
$6.51M +$825K +15,150 +15%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$6.48M +$52.4K +962 +0.8%
CA
166
Commerzbank Aktiengesellschaft
Germany
$6.46M +$868K +15,954 +16%
TCOT
167
Trust Company of Toledo
Ohio
$6.32M -$129K -2,377 -2%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$6.11M -$6.1K -112 -0.1%
MIM
169
MetLife Investment Management
New Jersey
$6.07M -$171K -3,137 -3%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$6.06M -$77.3K -1,420 -1%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$6.03M +$180K +3,307 +3%
CIMLRA
172
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M -$98.6M -1,812,287 -94%
FAF
173
Fjarde Ap-fonden
Sweden
$5.96M -$58.2K -1,069 -1%
SOMRS
174
State of Michigan Retirement System
Michigan
$5.93M +$21.8K +400 +0.4%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$5.83M -$110K -2,012 -2%
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