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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$302M
2
State Street
State Street
Massachusetts
+$229M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
ZP
Zimmer Partners
New York
-$134M
2
Renaissance Technologies
Renaissance Technologies
New York
-$119M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$114M
4
HRES
Heitman Real Estate Securities
Illinois
-$91.3M
5
Bank of America
Bank of America
North Carolina
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.79M – – –
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$7.61M -$2.3M -28,210 -23%
EAM
178
Eagle Asset Management
Florida
$7.59M +$515K +6,319 +7%
GFPC
179
Global Financial Private Capital
Florida
$7.59M -$1.07M -13,175 -12%
GAM
180
Gotham Asset Management
New York
$7.56M -$1.92M -23,506 -20%
TCOT
181
Trust Company of Toledo
Ohio
$7.51M -$45.9K -563 -0.6%
VanEck Associates
182
VanEck Associates
New York
$7.5M +$154K +1,891 +2%
AAF
183
Andra AP-fonden
Sweden
$7.44M +$1.16M +14,200 +18%
CTC
184
Central Trust Company
Missouri
$7.4M -$354K -4,162 -5%
AG
185
Advisor Group
Arizona
$7.32M -$791K -9,695 -10%
KWILP
186
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.31M -$3.54M -43,385 -33%
MNG
187
Manning & Napier Group
New York
$7.27M +$952K +11,680 +15%
GIBU
188
Gulf International Bank (UK)
United Kingdom
$7.22M -$44.4K -545 -0.6%
Cerity Partners
189
Cerity Partners
New York
$7.2M +$6.69M +82,099 +1,311%
Citadel Advisors
190
Citadel Advisors
Florida
$7.07M -$15.5M -190,571 -69%
DnB Asset Management
191
DnB Asset Management
Norway
$6.97M +$3.6M +44,096 +107%
NAM
192
Nissay Asset Management
Japan
$6.93M +$243K +2,977 +4%
MCIM
193
Meadow Creek Investment Management
Georgia
$6.91M +$1.01M +12,348 +17%
CA
194
Callahan Advisors
Texas
$6.88M +$10K +123 +0.1%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$6.76M -$250K -3,061 -4%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$6.55M +$625K +7,668 +11%
GIA
197
Gateway Investment Advisers
Ohio
$6.49M +$42.2K +517 +0.7%
KFP
198
KMG Fiduciary Partners
Ohio
$6.37M +$92.2K +1,131 +1%
TPSF
199
Texas Permanent School Fund
Texas
$6.37M +$239K +2,929 +4%
Rafferty Asset Management
200
Rafferty Asset Management
New York
$6.23M -$818K -10,035 -12%
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