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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$193M
2
PI
PGGM Investments
Netherlands
$381M
3
American Century Companies
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
176
Första AP-fonden
Sweden
$5.54M -$98K -1,800 -2%
ESCM
177
Echo Street Capital Management
New York
$5.46M -$7.4M -135,977 -58%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$5.32M -$3.44M -63,046 -39%
GCA
179
GSI Capital Advisors
California
$5.21M -$1.36M -25,000 -21%
TPSF
180
Texas Permanent School Fund
Texas
$5.21M -$295K -5,412 -5%
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.2M – – –
Rafferty Asset Management
182
Rafferty Asset Management
New York
$5.15M +$794K +14,580 +18%
URS
183
Utah Retirement Systems
Utah
$5.08M +$191K +3,500 +4%
SG Americas Securities
184
SG Americas Securities
New York
$5.06M +$532K +9,768 +12%
PG
185
PEAK6 Group
Illinois
$4.99M +$4.99M +91,739 New
LNB
186
Ledyard National Bank
$4.88M +$4.77M +87,583 +4,390%
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$4.84M -$374K -6,879 -7%
LCP
188
LGT Capital Partners
Switzerland
$4.74M -$3.28M -60,335 -41%
US Bancorp
189
US Bancorp
Minnesota
$4.72M +$464K +8,517 +11%
CA
190
Callahan Advisors
Texas
$4.71M -$306K -5,621 -6%
Citadel Advisors
191
Citadel Advisors
Florida
$4.69M -$4.29M -78,777 -48%
AG
192
Advisor Group
Arizona
$4.68M -$490K -9,012 -9%
WJA
193
Williams Jones & Associates
New York
$4.68M -$1.75M -32,140 -27%
GHCM
194
Glen Harbor Capital Management
California
$4.65M +$115K +2,108 +3%
IG
195
ING Group
Netherlands
$4.51M -$833K -15,304 -16%
FIM
196
Foresters Investment Management
New York
$4.48M +$1.48M +27,267 +49%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$4.46M -$1.03M -18,955 -19%
KBC Group
198
KBC Group
Belgium
$4.44M -$140K -2,573 -3%
GIA
199
Gateway Investment Advisers
Ohio
$4.29M -$51.4K -945 -1%
MNG
200
Manning & Napier Group
New York
$4.26M -$1.77M -32,530 -29%
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