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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCIM
201
Meadow Creek Investment Management
Georgia
$4.49M 71,680 +1,400 +2%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$4.47M 71,233 +3,819 +6%
Capital Fund Management (CFM)
203
Capital Fund Management (CFM)
France
$4.45M 71,003 +71,003 New
Caisse de Depot et Placement du Quebec (CDPQ)
204
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.4M 70,107 +1,900 +3%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$4.25M 67,845 -1,126 -2%
Victory Capital Management
206
Victory Capital Management
Texas
$4.25M 67,824 +17,658 +35%
NAM
207
Nissay Asset Management
Japan
$4.24M 67,594 +4,814 +8%
PP
208
Paloma Partners
Connecticut
$4.23M 67,417 +63,245 +1,516%
SCM
209
Stevens Capital Management
Pennsylvania
$4.22M 67,228 +67,228 New
IG
210
ING Group
Netherlands
$4.17M 66,515 -16,309 -20%
AA
211
Ancora Advisors
Ohio
$4.14M 66,055 +1,616 +3%
FA
212
FDx Advisors
Illinois
$4.13M 65,867 -10,659 -14%
XK
213
Xact Kapitalforvaltning
Sweden
$4.12M 65,753 – –
ECM
214
EII Capital Management
New York
$4.1M 65,445 +170 +0.3%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$4.1M 65,398 -247 -0.4%
MOACM
216
Mutual of America Capital Management
New York
$4.05M 64,522 +500 +0.8%
PDN
217
Pensionfund DSM Netherlands
Netherlands
$4.01M 63,953 – –
MWNA
218
Marshall Wace North America
New York
$3.97M 63,327 +63,327 New
MSL
219
Mackay Shields LLC
New York
$3.97M 63,315 -1,218 -2%
GCM
220
Garland Capital Management
Washington
$3.92M 62,455 -300 -0.5%
AMG
221
Advisors Management Group
Wisconsin
$3.89M 62,082 -212 -0.3%
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
$3.87M 61,654 -5,350 -8%
MSV
223
MN Services Vermogensbeheer
Netherlands
$3.67M 58,459 -1,900 -3%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$3.6M 57,492 -1,362 -2%
ACM
225
Azimuth Capital Management
Michigan
$3.59M 57,185 -2,077 -4%
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