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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
$313M
2
State Street
State Street
Massachusetts
$1.99B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
Swedbank
Sweden
$160M
5
American Century Companies
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
Deutsche Bank
Germany
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
201
Andra AP-fonden
Sweden
$5.98M +$5.98M +77,100 New
KFP
202
KMG Fiduciary Partners
Ohio
$5.98M +$246K +3,165 +4%
TPSF
203
Texas Permanent School Fund
Texas
$5.83M -$30.4K -392 -0.5%
PG
204
Pendal Group
Australia
$5.81M -$768K -9,900 -12%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$5.7M -$559K -7,204 -9%
US Bancorp
206
US Bancorp
Minnesota
$5.68M -$962K -12,390 -14%
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$5.64M -$52.5K -677 -0.9%
MCIM
208
Meadow Creek Investment Management
Georgia
$5.62M +$372K +4,788 +7%
FFSOTS
209
Fiduciary Financial Services of The Southwest
Texas
$5.44M -$24.5K -316 -0.4%
Point72 Asset Management
210
Point72 Asset Management
Connecticut
$5.35M +$5.35M +68,993 New
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$5.32M +$261K +3,369 +5%
MOACM
212
Mutual of America Capital Management
New York
$5.31M +$155K +1,993 +3%
CAM
213
Carret Asset Management
New York
$5.24M -$140K -1,800 -3%
NAM
214
North American Management
Massachusetts
$5.23M +$156K +2,011 +3%
XK
215
Xact Kapitalforvaltning
Sweden
$5.03M -$252K -3,247 -5%
MSV
216
MN Services Vermogensbeheer
Netherlands
$5.01M +$109K +1,400 +2%
NAM
217
NTV Asset Management
West Virginia
$5M +$3.11M +40,067 +165%
Skandinaviska Enskilda Banken (SEB)
218
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.85M +$109K +1,400 +2%
UB
219
UMB Bank
Missouri
$4.84M +$1.08M +13,924 +29%
AMG
220
Advisors Management Group
Wisconsin
$4.81M +$29.2K +376 +0.6%
GCM
221
Garland Capital Management
Washington
$4.75M -$38.8K -500 -0.8%
DLCIG
222
D.L. Carlson Investment Group
New Hampshire
$4.75M +$248K +3,197 +6%
RA
223
Resource America
New York
$4.66M +$1.55M +20,000 +50%
PDN
224
Pensionfund DSM Netherlands
Netherlands
$4.65M -$310K -4,000 -6%
FRAF
225
Första AP-fonden
Sweden
$4.61M – – –
7 8
9
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