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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$427M
2
State Street
State Street
Massachusetts
$2.32B
3
LIMS
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
BlackRock
New York
$3.36B

Top Sellers

1
ZP
Zimmer Partners
New York
$195M
2
Renaissance Technologies
Renaissance Technologies
New York
$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
201
Hudson Edge Investment Partners
New Jersey
$6.1M -$556K -6,816 -8%
US Bancorp
202
US Bancorp
Minnesota
$6.07M +$105K +1,285 +2%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.01M +$1.68M +20,600 +39%
IG
204
ING Group
Netherlands
$5.89M -$777K -9,528 -12%
XK
205
Xact Kapitalforvaltning
Sweden
$5.83M +$551K +6,757 +10%
FFSOTS
206
Fiduciary Financial Services of The Southwest
Texas
$5.8M +$82.4K +1,011 +1%
MOACM
207
Mutual of America Capital Management
New York
$5.79M +$209K +2,562 +4%
JAM
208
Jupiter Asset Management
United Kingdom
$5.74M +$2.68M +32,854 +87%
CWM
209
CIBC World Markets
New York
$5.74M +$1.57M +19,209 +38%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$5.73M -$256K -3,138 -4%
RBA
211
Richard Bernstein Advisors
New York
$5.66M +$5.66M +69,461 New
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$5.64M +$47.5K +583 +0.9%
CAM
213
Carret Asset Management
New York
$5.51M +$6.52K +80 +0.1%
EP
214
Elkfork Partners
Oregon
$5.43M +$791K +9,702 +17%
PG
215
Pendal Group
Australia
$5.3M -$807K -9,900 -13%
MSV
216
MN Services Vermogensbeheer
Netherlands
$5.26M – – –
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.25M +$147K +1,800 +3%
NB
218
Norinchukin Bank
Japan
$5.06M -$1.28M -15,693 -20%
AMG
219
Advisors Management Group
Wisconsin
$5.04M -$14.8K -181 -0.3%
GCM
220
Garland Capital Management
Washington
$4.96M -$30.6K -375 -0.6%
RA
221
Resource America
New York
$4.89M – – –
PDN
222
Pensionfund DSM Netherlands
Netherlands
$4.89M – – –
FRAF
223
Första AP-fonden
Sweden
$4.84M – – –
AIM
224
Achmea Investment Management
Netherlands
$4.84M +$4.84M +59,385 New
Nomura Holdings
225
Nomura Holdings
Japan
$4.82M +$212K +2,593 +5%
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