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Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$543M
2
DZ Bank
DZ Bank
Germany
$152M
3
Morgan Stanley
Morgan Stanley
New York
$520M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.18B
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Invesco
Invesco
Georgia
$369M
4
Deutsche Bank
Deutsche Bank
Germany
$347M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
201
Rafferty Asset Management
New York
$6.49M -$438K -4,828 -6%
EP
202
Elkfork Partners
Oregon
$6.46M +$427K +4,708 +7%
MOACM
203
Mutual of America Capital Management
New York
$6.46M +$21.3K +235 +0.3%
FFSOTS
204
Fiduciary Financial Services of The Southwest
Texas
$6.45M +$2.45K +27 +0%
US Bancorp
205
US Bancorp
Minnesota
$6.43M -$322K -3,552 -5%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$6.33M +$59.6K +657 +1%
RBA
207
Richard Bernstein Advisors
New York
$6.3M – – –
DCM
208
Dupont Capital Management
Delaware
$6.23M +$1.28M +14,113 +26%
ZIG
209
Zurich Insurance Group
Switzerland
$6.18M -$2.51M -27,689 -29%
GIA
210
Gateway Investment Advisers
Ohio
$6.13M -$1.08M -11,938 -15%
HEIP
211
Hudson Edge Investment Partners
New Jersey
$6.08M -$703K -7,756 -10%
CAM
212
Carret Asset Management
New York
$6.08M -$52.1K -575 -0.9%
NB
213
Norinchukin Bank
Japan
$5.65M +$20.9K +231 +0.4%
PG
214
Pendal Group
Australia
$5.63M -$263K -2,900 -4%
AMG
215
Advisors Management Group
Wisconsin
$5.56M -$46.4K -512 -0.8%
RA
216
Resource America
New York
$5.44M – – –
FRAF
217
Första AP-fonden
Sweden
$5.39M – – –
AIM
218
Achmea Investment Management
Netherlands
$5.39M – – –
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$5.38M -$9.56M -105,503 -64%
NAM
220
North American Management
Massachusetts
$5.35M +$41.3K +456 +0.8%
MCM
221
Maryland Capital Management
Maryland
$5.35M +$211K +2,327 +4%
GCM
222
Garland Capital Management
Washington
$5.27M -$234K -2,587 -4%
MSA
223
Mason Street Advisors
Wisconsin
$5.23M -$1.63K -18 -0%
AB
224
Amalgamated Bank
New York
$5.17M -$107K -1,184 -2%
Nordea Investment Management
225
Nordea Investment Management
Sweden
$4.97M -$90.5K -998 -2%
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