WELL icon

Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$403M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$484M
5
BlackRock
5
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$316M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$177M
4
BC
4
Brookfield Corp
Ontario, Canada
$128M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.08B 47,810,073 +145,725 +0.3%
BlackRock
2
BlackRock
New York
$2.46B 38,270,641 +934,742 +3%
Cohen & Steers
3
Cohen & Steers
New York
$1.46B 22,692,163 +14,386,204 +173%
State Street
4
State Street
Massachusetts
$1.38B 21,421,495 +709,128 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$484M 7,524,133 +980,800 +15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$473M 7,359,897 -1,540,412 -17%
PI
7
PGGM Investments
Netherlands
$450M 6,994,000 – –
Wells Fargo
8
Wells Fargo
California
$442M 6,865,777 -198,050 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$405M 6,302,338 +71,477 +1%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$403M 6,266,814 +4,356,570 +228%
Northern Trust
11
Northern Trust
Illinois
$383M 5,947,266 -221,484 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$358M 5,567,892 +22,970 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$357M 5,552,507 +342,959 +7%
Deutsche Bank
14
Deutsche Bank
Germany
$341M 5,295,223 -135,303 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$340M 5,281,968 -83,356 -2%
Invesco
16
Invesco
Georgia
$316M 4,910,042 -1,579,356 -24%
LIMS
17
Lasalle Investment Management Securities
Maryland
$310M 4,820,512 -410,292 -8%
Charles Schwab
18
Charles Schwab
California
$269M 4,183,394 +228,025 +6%
Bank of America
19
Bank of America
North Carolina
$262M 4,069,304 -229,747 -5%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M 3,938,503 +3,938,503 New
EIP
21
Epoch Investment Partners
New York
$252M 3,912,634 -258,982 -6%
Morgan Stanley
22
Morgan Stanley
New York
$251M 3,909,305 -435,417 -10%
Goldman Sachs
23
Goldman Sachs
New York
$241M 3,751,599 +413,194 +12%
Norges Bank
24
Norges Bank
Norway
$209M 3,251,854 -56,320 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$186M 2,892,762 +30,978 +1%
1
2 3 4 5