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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
2
PI
PGGM Investments
Netherlands
+$93.3M
3
American Century Companies
American Century Companies
Missouri
+$49.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$46.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$188M
2
Cohen & Steers
Cohen & Steers
New York
-$185M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Palouse Capital Management
Washington
$4.24M +$1.12M +20,488 +36%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$4.23M +$22K +404 +0.5%
FFSOTS
203
Fiduciary Financial Services of The Southwest
Texas
$4.2M -$340K -6,240 -7%
FA
204
FDx Advisors
Illinois
$4.17M +$103K +1,891 +3%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$4.12M +$2.56M +47,002 +164%
VHAM
206
Van Hulzen Asset Management
California
$4.09M +$366K +6,721 +10%
CTC
207
Central Trust Company
Missouri
$4.06M -$1.06M -19,391 -21%
LM
208
Lincluden Management
Ontario, Canada
$3.95M +$1.11M +20,315 +39%
Treasurer of the State of North Carolina
209
Treasurer of the State of North Carolina
North Carolina
$3.92M +$3.92M +72,047 New
Daiwa Securities Group
210
Daiwa Securities Group
Japan
$3.86M +$587K +10,789 +18%
Squarepoint
211
Squarepoint
New York
$3.85M +$2.67M +49,050 +227%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$3.84M -$331K -6,083 -8%
MCIM
213
Meadow Creek Investment Management
Georgia
$3.83M +$94.5K +1,736 +3%
CAM
214
Carret Asset Management
New York
$3.77M +$742K +13,640 +25%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$3.75M -$263K -4,836 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
216
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.71M +$452K +8,300 +14%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$3.67M -$884K -16,241 -19%
Robeco Institutional Asset Management
218
Robeco Institutional Asset Management
Netherlands
$3.65M +$731K +13,433 +25%
XK
219
Xact Kapitalforvaltning
Sweden
$3.58M +$145K +2,667 +4%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$3.57M -$235K -4,312 -6%
ECM
221
EII Capital Management
New York
$3.55M -$60.9K -1,119 -2%
MSL
222
Mackay Shields LLC
New York
$3.51M +$3.51M +64,533 New
AA
223
Ancora Advisors
Ohio
$3.51M +$1.15M +21,078 +49%
MOACM
224
Mutual of America Capital Management
New York
$3.49M -$334K -6,141 -9%
PDN
225
Pensionfund DSM Netherlands
Netherlands
$3.48M +$762K +14,000 +28%
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