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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$403M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
Principal Financial Group
Iowa
$484M
5
BlackRock
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
Invesco
Georgia
$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
4
BC
Brookfield Corp
Ontario, Canada
$128M
5
OAC
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$4.33M +$360K +5,590 +9%
Victory Capital Management
202
Victory Capital Management
Texas
$4.32M -$48.1K -747 -1%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$4.23M -$135K -2,095 -3%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$4.2M -$4.5K -70 -0.1%
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$4.19M -$394K -6,132 -9%
MOACM
206
Mutual of America Capital Management
New York
$4.17M +$15.6K +242 +0.4%
AA
207
Ancora Advisors
Ohio
$4.15M -$103K -1,598 -2%
XK
208
Xact Kapitalforvaltning
Sweden
$4.14M -$90.4K -1,405 -2%
PDN
209
Pensionfund DSM Netherlands
Netherlands
$4.11M – – –
N
210
Natixis
France
$4.09M -$15.4M -239,001 -79%
AMG
211
Advisors Management Group
Wisconsin
$3.99M -$2.32K -36 -0.1%
GCM
212
Garland Capital Management
Washington
$3.95M -$67.5K -1,050 -2%
Nordea Investment Management
213
Nordea Investment Management
Sweden
$3.87M +$3.87M +60,200 New
PAG
214
Private Advisor Group
New Jersey
$3.84M +$1.52M +23,626 +65%
FRAF
215
Första AP-fonden
Sweden
$3.82M -$2.39M -37,200 -39%
MSV
216
MN Services Vermogensbeheer
Netherlands
$3.76M – – –
ACM
217
Azimuth Capital Management
Michigan
$3.73M +$47.6K +740 +1%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$3.63M -$67K -1,042 -2%
EP
219
Elkfork Partners
Oregon
$3.58M -$45.3K -704 -1%
PAM
220
Private Asset Management
California
$3.52M -$27.3K -424 -0.8%
CIA
221
Capital Investment Advisors
Georgia
$3.5M -$128K -1,994 -4%
FA
222
FDx Advisors
Illinois
$3.47M -$765K -11,888 -18%
Nomura Holdings
223
Nomura Holdings
Japan
$3.47M +$3.47M +54,727 New
RIM
224
Redpoint Investment Management
Australia
$3.46M +$1.67M +26,020 +94%
MSA
225
Mason Street Advisors
Wisconsin
$3.36M +$7.01K +109 +0.2%
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