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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
American Century Companies
4
American Century Companies
Missouri
$602M
5
BlackRock
5
BlackRock
New York
$3.45B

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
SOMRS
176
State of Michigan Retirement System
Michigan
$8.02M 98,109 +700 +0.7%
MNG
177
Manning & Napier Group
New York
$8M 97,797 +10,017 +11%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$7.91M 96,666 -3,906 -4%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$7.82M 95,581 +2,727 +3%
UB
180
UMB Bank
Missouri
$7.81M 95,498 +31,489 +49%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$7.78M 95,147 +15,482 +19%
SG Americas Securities
182
SG Americas Securities
New York
$7.7M 94,199 -92,382 -50%
TCOT
183
Trust Company of Toledo
Ohio
$7.53M 92,021 -177 -0.2%
Public Sector Pension Investment Board (PSP Investments)
184
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.44M 90,919 -8,350 -8%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M 89,456 +16,775 +23%
AAF
186
Andra AP-fonden
Sweden
$7.3M 89,300 -3,900 -4%
Fidelity International
187
Fidelity International
Bermuda
$7.12M 87,005 -1,640 -2%
CTC
188
Central Trust Company
Missouri
$7.1M 86,864 -313 -0.4%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$7.09M 86,695 +4,395 +5%
Cerity Partners
190
Cerity Partners
New York
$7.09M 86,669 -20 -0%
XK
191
Xact Kapitalforvaltning
Sweden
$7.04M 86,133 +7,004 +9%
Citadel Advisors
192
Citadel Advisors
Florida
$7.02M 85,853 +50,869 +145%
IG
193
ING Group
Netherlands
$6.87M 84,016 +740 +0.9%
KFP
194
KMG Fiduciary Partners
Ohio
$6.63M 81,089 +2,007 +3%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$6.56M 80,200 +1,116 +1%
TPCW
196
TD Private Client Wealth
New York
$6.4M 78,281 +78,281 New
HEIP
197
Hudson Edge Investment Partners
New Jersey
$6.38M 78,050 +11,005 +16%
Rafferty Asset Management
198
Rafferty Asset Management
New York
$6.38M 77,950 +6,342 +9%
Voloridge Investment Management
199
Voloridge Investment Management
Florida
$6.31M 77,187 +77,187 New
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$6.25M 76,404 +56,049 +275%
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