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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B 47,664,348 -2,886,389 -6%
BlackRock
2
BlackRock
New York
$2.34B 37,335,899 +48,691 +0.1%
State Street
3
State Street
Massachusetts
$1.3B 20,712,367 -258,105 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$558M 8,900,309 +332,384 +4%
Cohen & Steers
5
Cohen & Steers
New York
$521M 8,305,959 +8,292,288 +60,656%
Wells Fargo
6
Wells Fargo
California
$443M 7,063,827 -91,136 -1%
PI
7
PGGM Investments
Netherlands
$438M 6,994,000 – –
Principal Financial Group
8
Principal Financial Group
Iowa
$410M 6,543,333 +871,018 +15%
Invesco
9
Invesco
Georgia
$407M 6,489,398 -2,100,358 -24%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$391M 6,230,861 -150,573 -2%
Northern Trust
11
Northern Trust
Illinois
$387M 6,168,750 -47,388 -0.8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$348M 5,544,922 +79,444 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$340M 5,430,526 +2,646,421 +95%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$336M 5,365,324 -105,175 -2%
LIMS
15
Lasalle Investment Management Securities
Maryland
$328M 5,230,804 -686,463 -12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$326M 5,209,548 +220,436 +4%
Morgan Stanley
17
Morgan Stanley
New York
$272M 4,344,722 -1,207,546 -22%
Bank of America
18
Bank of America
North Carolina
$270M 4,299,051 -274,848 -6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$268M 4,279,116 +740,074 +21%
Charles Schwab
20
Charles Schwab
California
$248M 3,955,369 +183,154 +5%
Goldman Sachs
21
Goldman Sachs
New York
$209M 3,338,405 -1,200,586 -26%
Norges Bank
22
Norges Bank
Norway
$207M 3,308,174 – –
BC
23
Brookfield Corp
Ontario, Canada
$185M 2,945,314 +2,945,314 New
Legal & General Group
24
Legal & General Group
United Kingdom
$179M 2,861,784 +9,515 +0.3%
ACM
25
AEW Capital Management
Massachusetts
$177M 2,825,997 -249,300 -8%
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