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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$403M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
Principal Financial Group
Iowa
$484M
5
BlackRock
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
Invesco
Georgia
$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
4
BC
Brookfield Corp
Ontario, Canada
$128M
5
OAC
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
151
Suntrust Banks
Georgia
$8.33M -$152K -2,367 -2%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$8.09M +$417K +6,480 +5%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$7.62M +$570K +8,865 +8%
SI
154
Stephens Inc
Arkansas
$7.41M -$265K -4,113 -3%
HI
155
Honeywell International
North Carolina
$7.38M – – –
CA
156
Commerzbank Aktiengesellschaft
Germany
$7.38M +$694K +10,790 +10%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$7.36M +$213K +3,315 +3%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$7.34M +$2.16M +33,597 +42%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$7.31M +$154K +2,389 +2%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$7.27M +$1.55M +24,117 +27%
IG
161
ING Group
Netherlands
$7.13M +$2.85M +44,386 +67%
SOMRS
162
State of Michigan Retirement System
Michigan
$7.13M +$45K +700 +0.6%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$7.1M -$2.93M -45,614 -29%
MSL
164
Mackay Shields LLC
New York
$7.02M +$2.95M +45,881 +72%
MIM
165
MetLife Investment Management
New Jersey
$6.96M -$82.3K -1,279 -1%
First Trust Advisors
166
First Trust Advisors
Illinois
$6.85M -$1.56M -24,266 -19%
DSA
167
Davis Selected Advisers
Arizona
$6.81M +$6.81M +105,868 New
ORIO
168
Old Republic International (ORI)
Illinois
$6.75M – – –
Comerica Bank
169
Comerica Bank
Texas
$6.73M -$1.06M -16,479 -14%
AAF
170
Andra AP-fonden
Sweden
$6.68M +$450K +7,000 +7%
FAF
171
Fjarde Ap-fonden
Sweden
$6.63M -$264K -4,100 -4%
Rafferty Asset Management
172
Rafferty Asset Management
New York
$6.54M -$4.84M -75,244 -43%
URS
173
Utah Retirement Systems
Utah
$6.47M +$199K +3,100 +3%
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.15M – – –
AG
175
Advisor Group
Arizona
$6.05M +$995K +15,460 +20%
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