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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
CA
201
Callahan Advisors
Texas
$6.12M 74,809 -3,422 -4%
GFPC
202
Global Financial Private Capital
Florida
$6.04M 73,905 -8,245 -10%
MOACM
203
Mutual of America Capital Management
New York
$5.88M 71,851 +607 +0.9%
TPSF
204
Texas Permanent School Fund
Texas
$5.87M 71,798 -3,689 -5%
FFSOTS
205
Fiduciary Financial Services of The Southwest
Texas
$5.8M 70,943 -158 -0.2%
FRAF
206
Första AP-fonden
Sweden
$5.77M 70,500 +11,100 +19%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$5.71M 69,791 +11 +0%
RBA
208
Richard Bernstein Advisors
New York
$5.68M 69,461 – –
MCM
209
Maryland Capital Management
Maryland
$5.55M 67,887 +8,928 +15%
US Bancorp
210
US Bancorp
Minnesota
$5.52M 67,535 -3,412 -5%
GIA
211
Gateway Investment Advisers
Ohio
$5.49M 67,127 -477 -0.7%
CAM
212
Carret Asset Management
New York
$5.48M 66,949 -98 -0.1%
DCM
213
Dupont Capital Management
Delaware
$5.28M 64,539 -4,225 -6%
DnB Asset Management
214
DnB Asset Management
Norway
$5.23M 63,913 -11,054 -15%
SC
215
Sculptor Capital
New York
$5.11M 62,531 +62,531 New
EP
216
Edgestream Partners
New Jersey
$5.1M 62,303 +62,303 New
NAM
217
North American Management
Massachusetts
$5.01M 61,297 +2,311 +4%
AB
218
Amalgamated Bank
New York
$5M 61,186 +4,160 +7%
AMG
219
Advisors Management Group
Wisconsin
$4.96M 60,602 -684 -1%
PG
220
Pendal Group
Australia
$4.92M 60,184 -1,900 -3%
RA
221
Resource America
New York
$4.91M 60,000 – –
PDN
222
Pensionfund DSM Netherlands
Netherlands
$4.9M 59,953 – –
GCM
223
Garland Capital Management
Washington
$4.76M 58,145 -38 -0.1%
WLPWM
224
Walled Lake Planning & Wealth Management
Illinois
$4.75M 58,098 +58,098 New
MSA
225
Mason Street Advisors
Wisconsin
$4.73M 57,893 +159 +0.3%
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