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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
$313M
2
State Street
State Street
Massachusetts
$1.99B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
Swedbank
Sweden
$160M
5
American Century Companies
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
Deutsche Bank
Germany
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
176
British Columbia Investment Management
British Columbia, Canada
$8.02M -$3.66M -47,156 -31%
RPI
177
Railway Pension Investments
United Kingdom
$7.99M +$7.99M +102,999 New
URS
178
Utah Retirement Systems
Utah
$7.94M +$79.1K +1,019 +1%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$7.92M +$2.02M +26,050 +34%
AG
180
Advisor Group
Arizona
$7.72M +$41K +528 +0.5%
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.42M – – –
TCOT
182
Trust Company of Toledo
Ohio
$7.19M +$28K +361 +0.4%
CTC
183
Central Trust Company
Missouri
$7.07M -$27.6K -356 -0.4%
VanEck Associates
184
VanEck Associates
New York
$7M +$30.2K +389 +0.4%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$6.92M +$226K +2,910 +3%
GHCM
186
Glen Harbor Capital Management
California
$6.82M +$451K +5,814 +7%
EAM
187
Eagle Asset Management
Florida
$6.73M +$4.62M +59,561 +219%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$6.71M +$1.01M +12,953 +18%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$6.67M -$40.6K -523 -0.6%
APG Asset Management
190
APG Asset Management
Netherlands
$6.61M -$2.48M -35,900 -27%
CA
191
Callahan Advisors
Texas
$6.54M -$384K -4,944 -6%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$6.48M +$3.35M +43,114 +107%
NAM
193
Nissay Asset Management
Japan
$6.36M +$744K +9,592 +13%
IG
194
ING Group
Netherlands
$6.34M +$1.15M +14,860 +22%
HEIP
195
Hudson Edge Investment Partners
New Jersey
$6.33M -$349K -4,493 -5%
Korea Investment Corp
196
Korea Investment Corp
South Korea
$6.14M -$8.44M -108,744 -58%
GIA
197
Gateway Investment Advisers
Ohio
$6.13M -$336K -4,330 -5%
First Trust Advisors
198
First Trust Advisors
Illinois
$6.06M -$394K -5,078 -6%
NB
199
Norinchukin Bank
Japan
$6.03M +$349K +4,499 +6%
MNG
200
Manning & Napier Group
New York
$6.01M +$8.92K +115 +0.1%
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