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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$403M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
Principal Financial Group
Iowa
$484M
5
BlackRock
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
Invesco
Georgia
$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
4
BC
Brookfield Corp
Ontario, Canada
$128M
5
OAC
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
176
Trust Company of Toledo
Ohio
$5.92M -$909K -14,132 -13%
PG
177
Pendal Group
Australia
$5.88M -$1.39M -21,673 -19%
CTC
178
Central Trust Company
Missouri
$5.85M +$1.14M +17,677 +24%
CA
179
Callahan Advisors
Texas
$5.77M +$287K +4,459 +5%
KBC Group
180
KBC Group
Belgium
$5.76M +$453K +7,048 +9%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$5.66M +$450K +7,001 +9%
DCM
182
Driehaus Capital Management
Illinois
$5.62M +$909K +14,137 +19%
GHCM
183
Glen Harbor Capital Management
California
$5.53M -$70K -1,088 -1%
US Bancorp
184
US Bancorp
Minnesota
$5.51M -$145K -2,257 -3%
TPSF
185
Texas Permanent School Fund
Texas
$5.37M -$467K -7,258 -8%
VanEck Associates
186
VanEck Associates
New York
$5.31M +$254K +3,956 +5%
LNB
187
Ledyard National Bank
$5.29M -$101K -1,568 -2%
MNG
188
Manning & Napier Group
New York
$4.99M -$39.5K -615 -0.8%
Schroder Investment Management Group
189
Schroder Investment Management Group
United Kingdom
$4.99M +$9.07K +141 +0.2%
GIA
190
Gateway Investment Advisers
Ohio
$4.9M -$45.6K -709 -0.9%
VHAM
191
Van Hulzen Asset Management
California
$4.86M -$99.5K -1,547 -2%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$4.85M +$2.23M +34,620 +85%
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$4.8M -$102K -1,592 -2%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.68M -$167K -2,600 -3%
ECM
195
Element Capital Management
New York
$4.63M +$4.63M +71,986 New
FFSOTS
196
Fiduciary Financial Services of The Southwest
Texas
$4.6M -$77.2K -1,200 -2%
CAM
197
Carret Asset Management
New York
$4.56M -$54.4K -845 -1%
MCIM
198
Meadow Creek Investment Management
Georgia
$4.55M -$57.6K -896 -1%
NAM
199
Nissay Asset Management
Japan
$4.54M +$188K +2,926 +4%
AAMU
200
AEGON Asset Management (UK)
United Kingdom
$4.52M -$4.51M -70,097 -50%
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