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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$543M
2
DZ Bank
DZ Bank
Germany
$152M
3
Morgan Stanley
Morgan Stanley
New York
$520M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.18B
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Invesco
Invesco
Georgia
$369M
4
Deutsche Bank
Deutsche Bank
Germany
$347M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
151
Suntrust Banks
Georgia
$12.9M +$38.2K +421 +0.3%
HRES
152
Heitman Real Estate Securities
Illinois
$12.9M -$1.03M -11,404 -7%
BCP
153
Blue Chip Partners
Michigan
$12.6M +$246K +2,714 +2%
ASRS
154
Arizona State Retirement System
Arizona
$12.4M -$2.36K -26 -0%
SCM
155
Sterling Capital Management
North Carolina
$12M -$1.55M -17,046 -11%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$11.8M -$1.76M -19,373 -13%
FAM
157
Fred Alger Management
New York
$11.6M +$2.4M +26,485 +26%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$11.5M +$152K +1,678 +1%
TU
159
TDAM USA
Ontario, Canada
$10.6M -$3.91M -43,159 -27%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$10.5M -$9.22M -101,724 -47%
FAF
161
Fjarde Ap-fonden
Sweden
$10.3M -$154K -1,700 -1%
MIM
162
MetLife Investment Management
New Jersey
$10M -$121K -1,335 -1%
GHCM
163
Glen Harbor Capital Management
California
$9.99M +$660K +7,276 +7%
ORIO
164
Old Republic International (ORI)
Illinois
$9.52M – – –
URS
165
Utah Retirement Systems
Utah
$9.48M +$54.4K +600 +0.6%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$9.39M +$50.5K +557 +0.5%
SI
167
Stephens Inc
Arkansas
$9.33M -$1.22M -13,429 -12%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$9.12M +$658K +7,260 +8%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$9.01M +$974K +10,741 +12%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9M +$2.31M +25,526 +35%
BSA
171
Braun Stacey Associates
New York
$8.94M +$8.94M +98,595 New
VanEck Associates
172
VanEck Associates
New York
$8.88M +$535K +5,900 +6%
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$8.84M +$39.3K +433 +0.4%
SOMRS
174
State of Michigan Retirement System
Michigan
$8.83M +$45.3K +500 +0.5%
OTPPB
175
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.66M – – –
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