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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Carret Asset Management
New York
$4.81M -$108K -1,550 -2%
XK
202
Xact Kapitalforvaltning
Sweden
$4.72M +$257K +3,700 +6%
MCIM
203
Meadow Creek Investment Management
Georgia
$4.69M -$220K -3,164 -4%
IG
204
ING Group
Netherlands
$4.64M -$3.06M -44,032 -40%
MOACM
205
Mutual of America Capital Management
New York
$4.61M +$117K +1,690 +3%
NAM
206
North American Management
Massachusetts
$4.54M +$4.54M +65,422 New
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$4.52M -$10.9K -157 -0.2%
ECM
208
Element Capital Management
New York
$4.48M -$520K -7,493 -10%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$4.48M -$87.6K -1,262 -2%
PDN
210
Pensionfund DSM Netherlands
Netherlands
$4.44M – – –
Robeco Institutional Asset Management
211
Robeco Institutional Asset Management
Netherlands
$4.42M -$249K -3,592 -5%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$4.33M +$409K +5,898 +10%
GCM
213
Garland Capital Management
Washington
$4.28M +$16.7K +240 +0.4%
AMG
214
Advisors Management Group
Wisconsin
$4.28M -$30.8K -443 -0.7%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.24M -$800K -11,532 -16%
AA
216
Ancora Advisors
Ohio
$4.21M -$264K -3,803 -6%
FRAF
217
Första AP-fonden
Sweden
$4.12M – – –
DLCIG
218
D.L. Carlson Investment Group
New Hampshire
$4.02M +$474K +6,830 +13%
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$3.92M -$599K -8,630 -13%
PAG
220
Private Advisor Group
New Jersey
$3.91M -$234K -3,375 -6%
ACM
221
Azimuth Capital Management
Michigan
$3.87M -$148K -2,130 -4%
MSV
222
MN Services Vermogensbeheer
Netherlands
$3.84M +$285K +4,700 +8%
PAM
223
Private Asset Management
California
$3.73M -$73.5K -1,059 -2%
EP
224
Elkfork Partners
Oregon
$3.69M -$173K -2,486 -4%
MSA
225
Mason Street Advisors
Wisconsin
$3.68M +$45.9K +661 +1%
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