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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Morgan Stanley
4
Morgan Stanley
New York
$231M
5
EIP
5
Epoch Investment Partners
New York
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B 47,959,065 +148,992 +0.3%
BlackRock
2
BlackRock
New York
$2.67B 38,503,184 +232,543 +0.6%
Cohen & Steers
3
Cohen & Steers
New York
$1.73B 24,865,579 +2,173,416 +10%
State Street
4
State Street
Massachusetts
$1.52B 21,877,680 +456,185 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$609M 8,775,971 +1,416,074 +19%
Principal Financial Group
6
Principal Financial Group
Iowa
$534M 7,686,756 +162,623 +2%
PI
7
PGGM Investments
Netherlands
$485M 6,994,000 – –
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$468M 6,738,279 +471,465 +8%
Wells Fargo
9
Wells Fargo
California
$463M 6,667,133 -198,644 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$432M 6,232,214 +679,707 +12%
Northern Trust
11
Northern Trust
Illinois
$432M 6,218,083 +270,817 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$400M 5,764,607 -537,731 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$388M 5,585,442 +17,550 +0.3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M 5,238,964 +1,300,461 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$353M 5,082,825 -199,143 -4%
Invesco
16
Invesco
Georgia
$350M 5,040,255 +130,213 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$336M 4,839,121 -456,102 -9%
Charles Schwab
18
Charles Schwab
California
$301M 4,340,102 +156,708 +4%
Bank of America
19
Bank of America
North Carolina
$291M 4,192,064 +122,760 +3%
Norges Bank
20
Norges Bank
Norway
$249M 3,580,363 +328,509 +10%
LIMS
21
Lasalle Investment Management Securities
Maryland
$238M 3,423,448 -1,397,064 -29%
EIP
22
Epoch Investment Partners
New York
$233M 3,356,105 -556,529 -14%
Morgan Stanley
23
Morgan Stanley
New York
$231M 3,330,360 -578,945 -15%
Legal & General Group
24
Legal & General Group
United Kingdom
$207M 2,987,987 +95,225 +3%
Renaissance Technologies
25
Renaissance Technologies
New York
$204M 2,940,722 +643,322 +28%
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