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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
176
VanEck Associates
New York
$6.23M +$501K +7,218 +9%
CA
177
Callahan Advisors
Texas
$6.19M -$39.4K -567 -0.6%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$6M -$113K -1,631 -2%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$5.99M -$2.74M -39,459 -31%
HEIP
180
Hudson Edge Investment Partners
New Jersey
$5.98M -$5.2M -74,895 -47%
US Bancorp
181
US Bancorp
Minnesota
$5.94M -$9.09K -131 -0.2%
PG
182
Pendal Group
Australia
$5.88M -$458K -6,600 -7%
DCM
183
Driehaus Capital Management
Illinois
$5.81M -$260K -3,746 -4%
GIA
184
Gateway Investment Advisers
Ohio
$5.79M +$503K +7,244 +10%
First Trust Advisors
185
First Trust Advisors
Illinois
$5.77M -$1.62M -23,329 -22%
GHCM
186
Glen Harbor Capital Management
California
$5.7M -$267K -3,842 -4%
LNB
187
Ledyard National Bank
$5.67M -$36K -518 -0.6%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$5.59M +$364K +5,242 +7%
N
189
Natixis
France
$5.51M +$1.1M +15,858 +25%
MNG
190
Manning & Napier Group
New York
$5.37M -$18.4K -265 -0.3%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$5.28M +$2.2M +31,670 +71%
TPSF
192
Texas Permanent School Fund
Texas
$5.24M -$552K -7,959 -10%
KFP
193
KMG Fiduciary Partners
Ohio
$5.13M +$5.13M +73,852 New
Rafferty Asset Management
194
Rafferty Asset Management
New York
$5.1M -$1.96M -28,220 -28%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$5.09M -$89.6K -1,291 -2%
SRC
196
Shufro Rose & Co
New York
$5.09M -$7.36M -106,075 -59%
NB
197
Norinchukin Bank
Japan
$5.08M +$1.47M +21,194 +41%
NAM
198
Nissay Asset Management
Japan
$5.03M +$130K +1,879 +3%
AFA
199
American Financial Advisors
Georgia
$4.94M +$4.94M +71,142 New
FFSOTS
200
Fiduciary Financial Services of The Southwest
Texas
$4.89M -$81.9K -1,180 -2%
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