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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
151
First Trust Advisors
Illinois
$8.19M 130,714 -15,198 -10%
APG Asset Management
152
APG Asset Management
Netherlands
$8.18M 152,400 – –
Comerica Bank
153
Comerica Bank
Texas
$7.54M 121,283 -31,117 -20%
SI
154
Stephens Inc
Arkansas
$7.48M 119,354 -12,629 -10%
GIBU
155
Gulf International Bank (UK)
United Kingdom
$7.47M 119,226 +147 +0.1%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$7.4M 118,040 +45,993 +64%
HI
157
Honeywell International
North Carolina
$7.19M 114,695 -4,900 -4%
PG
158
Pendal Group
Australia
$7.09M 113,057 -15,900 -12%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$6.98M 111,261 -920 -0.8%
SOMRS
160
State of Michigan Retirement System
Michigan
$6.9M 110,109 +1,100 +1%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$6.87M 109,545 +2,523 +2%
MIM
162
MetLife Investment Management
New Jersey
$6.87M 109,503 -1,951 -2%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$6.84M 109,002 +11,530 +12%
FAF
164
Fjarde Ap-fonden
Sweden
$6.72M 107,219 -2,288 -2%
TCOT
165
Trust Company of Toledo
Ohio
$6.66M 106,199 -9,822 -8%
HEIP
166
Hudson Edge Investment Partners
New Jersey
$6.6M 105,227 +105,227 New
ORIO
167
Old Republic International (ORI)
Illinois
$6.58M 105,000 +105,000 New
CA
168
Commerzbank Aktiengesellschaft
Germany
$6.51M 103,896 -14,740 -12%
B
169
BP
United Kingdom
$6.21M 99,000 +56,000 +130%
URS
170
Utah Retirement Systems
Utah
$6.11M 97,498 +4,200 +5%
AAF
171
Andra AP-fonden
Sweden
$6.07M 96,800 -36,200 -27%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$6.06M 111,392 – –
FRAF
173
Första AP-fonden
Sweden
$6.06M 96,600 -5,200 -5%
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.99M 95,557 – –
TPSF
175
Texas Permanent School Fund
Texas
$5.69M 90,773 -4,920 -5%
5 6
7
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