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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sterling Capital Management
North Carolina
$8.88M +$6.32M +91,000 +246%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$8.85M +$900K +12,994 +11%
SB
153
Suntrust Banks
Georgia
$8.6M -$396K -5,704 -4%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$8.48M +$635K +9,147 +8%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$8.34M +$121K +1,739 +1%
CA
156
Commerzbank Aktiengesellschaft
Germany
$8.31M +$352K +5,072 +4%
APG Asset Management
157
APG Asset Management
Netherlands
$7.99M -$1.26M -20,800 -14%
HI
158
Honeywell International
North Carolina
$7.96M – – –
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$7.94M +$154K +2,246 +2%
SI
160
Stephens Inc
Arkansas
$7.85M -$154K -2,215 -2%
GFPC
161
Global Financial Private Capital
Florida
$7.75M -$2.52M -36,324 -25%
KWILP
162
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.62M +$7.62M +109,790 New
SOMRS
163
State of Michigan Retirement System
Michigan
$7.46M -$229K -3,300 -3%
MIM
164
MetLife Investment Management
New Jersey
$7.46M -$55.7K -802 -0.7%
BCP
165
Blue Chip Partners
Michigan
$7.42M +$7.42M +106,930 New
ORIO
166
Old Republic International (ORI)
Illinois
$7.29M – – –
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$7.11M -$12.1M -174,911 -63%
FAM
168
Fred Alger Management
New York
$7.1M +$5.88M +84,775 +484%
URS
169
Utah Retirement Systems
Utah
$7.03M +$48.6K +700 +0.7%
AG
170
Advisor Group
Arizona
$6.87M +$341K +4,911 +5%
KBC Group
171
KBC Group
Belgium
$6.85M +$629K +9,062 +10%
OTPPB
172
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.63M – – –
FAF
173
Fjarde Ap-fonden
Sweden
$6.57M -$590K -8,500 -8%
TCOT
174
Trust Company of Toledo
Ohio
$6.4M +$12.7K +183 +0.2%
CTC
175
Central Trust Company
Missouri
$6.34M +$30.8K +444 +0.5%
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