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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$427M
2
State Street
State Street
Massachusetts
$2.32B
3
LIMS
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
BlackRock
New York
$3.36B

Top Sellers

1
ZP
Zimmer Partners
New York
$195M
2
Renaissance Technologies
Renaissance Technologies
New York
$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$12M +$1.88M +23,065 +19%
AFA
152
American Financial Advisors
Georgia
$11.9M +$181K +2,218 +2%
SRAM
153
Stone Ridge Asset Management
New York
$11.9M +$11.9M +146,000 New
Fidelity International
154
Fidelity International
Bermuda
$11.8M -$5.34M -65,511 -31%
SB
155
Suntrust Banks
Georgia
$11.6M +$1.26M +15,451 +12%
ASRS
156
Arizona State Retirement System
Arizona
$11.1M -$3.84M -47,080 -26%
SG Americas Securities
157
SG Americas Securities
New York
$11.1M -$16.9M -207,390 -60%
BCP
158
Blue Chip Partners
Michigan
$11.1M +$454K +5,563 +4%
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$10.4M -$15.1M -185,800 -59%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$10.2M +$185K +2,270 +2%
SI
161
Stephens Inc
Arkansas
$9.48M +$19.7K +242 +0.2%
FAF
162
Fjarde Ap-fonden
Sweden
$9.43M -$277K -3,400 -3%
HI
163
Honeywell International
North Carolina
$9.35M – – –
MIM
164
MetLife Investment Management
New Jersey
$9.1M +$148K +1,810 +2%
BCIM
165
British Columbia Investment Management
British Columbia, Canada
$9.05M +$620K +7,605 +7%
ORIO
166
Old Republic International (ORI)
Illinois
$8.56M – – –
TG
167
TCW Group
California
$8.52M -$4.31M -52,905 -34%
URS
168
Utah Retirement Systems
Utah
$8.48M +$135K +1,654 +2%
RPI
169
Railway Pension Investments
United Kingdom
$8.45M +$48.9K +600 +0.6%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$8.4M -$250K -3,067 -3%
GHCM
171
Glen Harbor Capital Management
California
$8.39M +$1.22M +14,994 +17%
FAM
172
Fred Alger Management
New York
$8.26M -$4.39M -53,852 -35%
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$7.92M +$1.11M +13,567 +16%
SOMRS
174
State of Michigan Retirement System
Michigan
$7.9M -$1.17M -14,400 -13%
ZIG
175
Zurich Insurance Group
Switzerland
$7.81M -$14.6M -179,185 -65%
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