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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
DDPIC
151
Deroy & Devereaux Private Investment Counsel
Michigan
$12.3M 149,988 +1,161 +0.8%
BCP
152
Blue Chip Partners
Michigan
$12.2M 149,384 +10,573 +8%
CC
153
Cannell & Co
New York
$11.8M 144,750 -2,020 -1%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$11.8M 143,802 -57,119 -28%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$11M 133,911 +36,351 +37%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$10.9M 133,551 +6,345 +5%
BSA
157
Braun Stacey Associates
New York
$10.9M 132,717 +34,122 +35%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$10.5M 131,007 +327 +0.3%
FAF
159
Fjarde Ap-fonden
Sweden
$10.2M 125,243 +11,300 +10%
Credit Agricole
160
Credit Agricole
France
$9.84M 120,355 +82,330 +217%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$9.62M 117,674 +1,380 +1%
TU
162
TDAM USA
Ontario, Canada
$8.98M 109,838 -6,611 -6%
NAM
163
Nissay Asset Management
Japan
$8.82M 107,853 +20,327 +23%
MIM
164
MetLife Investment Management
New Jersey
$8.81M 107,789 -2,493 -2%
SI
165
Stephens Inc
Arkansas
$8.73M 106,777 +3,907 +4%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$8.73M 106,712 +3,103 +3%
URS
167
Utah Retirement Systems
Utah
$8.59M 105,071 +500 +0.5%
ORIO
168
Old Republic International (ORI)
Illinois
$8.59M 105,000 – –
RPI
169
Railway Pension Investments
United Kingdom
$8.58M 104,896 -73,100 -41%
VanEck Associates
170
VanEck Associates
New York
$8.56M 104,653 +6,717 +7%
CA
171
Commerzbank Aktiengesellschaft
Germany
$8.56M 104,628 -97,247 -48%
OTPPB
172
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.49M 103,848 +8,291 +9%
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.43M 103,044 +14,200 +16%
SP
174
Sarasin & Partners
United Kingdom
$8.23M 100,689 +100,689 New
GIBU
175
Gulf International Bank (UK)
United Kingdom
$8.13M 99,353 – –
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