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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$313M
2
State Street
2
State Street
Massachusetts
$1.99B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
4
Swedbank
Sweden
$160M
5
American Century Companies
5
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$167M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.91B 50,344,212 +2,385,147 +5%
BlackRock
2
BlackRock
New York
$3.1B 39,917,986 +1,414,802 +4%
State Street
3
State Street
Massachusetts
$1.99B 25,591,705 +3,714,025 +17%
Cohen & Steers
4
Cohen & Steers
New York
$1.98B 25,536,212 +670,633 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$709M 9,139,695 +363,724 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$677M 8,719,318 +1,032,562 +13%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$558M 7,184,481 +446,202 +7%
PI
8
PGGM Investments
Netherlands
$532M 6,851,000 -143,000 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$528M 6,818,575 +586,361 +9%
Northern Trust
10
Northern Trust
Illinois
$495M 6,380,133 +162,050 +3%
Wells Fargo
11
Wells Fargo
California
$492M 6,339,866 -327,267 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$442M 5,696,862 +111,420 +2%
Invesco
13
Invesco
Georgia
$424M 5,463,761 +423,506 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$421M 5,419,937 -344,670 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$378M 4,874,158 -208,667 -4%
Charles Schwab
16
Charles Schwab
California
$363M 4,674,639 +334,537 +8%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M 4,634,079 -604,885 -12%
Bank of America
18
Bank of America
North Carolina
$351M 4,528,216 +336,152 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$334M 4,309,854 -529,267 -11%
ZP
20
Zimmer Partners
New York
$313M 4,034,999 +4,034,999 New
Norges Bank
21
Norges Bank
Norway
$283M 3,652,957 +72,594 +2%
Morgan Stanley
22
Morgan Stanley
New York
$270M 3,473,034 +142,674 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$268M 3,455,684 +467,697 +16%
EIP
24
Epoch Investment Partners
New York
$250M 3,225,923 -130,182 -4%
American Century Companies
25
American Century Companies
Missouri
$234M 3,020,615 +1,833,933 +155%
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