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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$543M
2
DZ Bank
DZ Bank
Germany
$152M
3
Morgan Stanley
Morgan Stanley
New York
$520M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.18B
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Invesco
Invesco
Georgia
$369M
4
Deutsche Bank
Deutsche Bank
Germany
$347M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
176
Andra AP-fonden
Sweden
$8.45M +$172K +1,900 +2%
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$8.42M -$1.64M -18,108 -16%
TCOT
178
Trust Company of Toledo
Ohio
$8.36M +$13.6K +150 +0.2%
AG
179
Advisor Group
Arizona
$8.31M +$173K +1,902 +2%
MCIM
180
Meadow Creek Investment Management
Georgia
$8.23M +$543K +5,992 +7%
Skandinaviska Enskilda Banken (SEB)
181
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.05M +$2.22M +24,500 +38%
Fidelity International
182
Fidelity International
Bermuda
$8.04M -$5.03M -55,503 -39%
MNG
183
Manning & Napier Group
New York
$7.96M -$128K -1,410 -2%
NAM
184
Nissay Asset Management
Japan
$7.93M +$232K +2,558 +3%
CTC
185
Central Trust Company
Missouri
$7.9M +$25.8K +285 +0.3%
Cerity Partners
186
Cerity Partners
New York
$7.86M -$152K -1,673 -2%
APG Asset Management
187
APG Asset Management
Netherlands
$7.75M +$3.75M +45,140 +94%
IG
188
ING Group
Netherlands
$7.55M +$1M +11,075 +15%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$7.46M +$1.09M +12,049 +17%
GFPC
190
Global Financial Private Capital
Florida
$7.45M -$989K -10,905 -12%
MLICM
191
Metropolitan Life Insurance Company (MetLife)
New York
$7.22M -$64.8K -715 -0.9%
XK
192
Xact Kapitalforvaltning
Sweden
$7.17M +$686K +7,571 +11%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$7.17M -$341K -3,766 -5%
KFP
194
KMG Fiduciary Partners
Ohio
$7.17M +$84.7K +934 +1%
CA
195
Callahan Advisors
Texas
$7.09M -$558K -6,157 -7%
TPSF
196
Texas Permanent School Fund
Texas
$6.84M -$236K -2,606 -3%
DnB Asset Management
197
DnB Asset Management
Norway
$6.8M -$951K -10,488 -12%
EAM
198
Eagle Asset Management
Florida
$6.76M -$1.68M -18,540 -20%
JAM
199
Jupiter Asset Management
United Kingdom
$6.61M +$220K +2,432 +3%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.59M +$4.99M +54,989 +311%
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