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Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$193M
2
PI
2
PGGM Investments
Netherlands
$381M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$55M
4
American Century Companies
4
American Century Companies
Missouri
$81.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$152M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
2
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B 50,550,737 -3,445,961 -6%
BlackRock
2
BlackRock
New York
$2.03B 37,287,208 +234,866 +0.6%
State Street
3
State Street
Massachusetts
$1.14B 20,970,472 -233,986 -1%
Invesco
4
Invesco
Georgia
$468M 8,589,756 -433,557 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$466M 8,567,925 -2,117,815 -20%
Wells Fargo
6
Wells Fargo
California
$389M 7,154,963 +202,492 +3%
PI
7
PGGM Investments
Netherlands
$381M 6,994,000 +1,714,000 +32%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$347M 6,381,434 -2,343,337 -27%
Northern Trust
9
Northern Trust
Illinois
$338M 6,216,138 -247,607 -4%
LIMS
10
Lasalle Investment Management Securities
Maryland
$322M 5,917,267 +275,948 +5%
Principal Financial Group
11
Principal Financial Group
Iowa
$309M 5,672,315 +249,294 +5%
Morgan Stanley
12
Morgan Stanley
New York
$302M 5,552,268 +662,481 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$298M 5,470,499 +675,589 +14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$297M 5,465,478 +153,581 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$271M 4,989,112 +282,727 +6%
Bank of America
16
Bank of America
North Carolina
$249M 4,573,899 +435,013 +11%
Goldman Sachs
17
Goldman Sachs
New York
$247M 4,538,991 +163,335 +4%
EIP
18
Epoch Investment Partners
New York
$244M 4,483,852 -678,650 -13%
Charles Schwab
19
Charles Schwab
California
$205M 3,772,215 +227,940 +6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$193M 3,539,042 +2,482,972 +235%
Norges Bank
21
Norges Bank
Norway
$180M 3,308,174 – –
ACM
22
AEW Capital Management
Massachusetts
$167M 3,075,297 -39,300 -1%
Legal & General Group
23
Legal & General Group
United Kingdom
$155M 2,852,269 +120,630 +4%
Deutsche Bank
24
Deutsche Bank
Germany
$152M 2,784,105 +850,285 +44%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$133M 2,437,286 +543,502 +29%
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