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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23B 51,909,429 +1,565,217 +3%
BlackRock
2
BlackRock
New York
$3.36B 41,193,851 +1,275,865 +3%
State Street
3
State Street
Massachusetts
$2.32B 28,400,421 +2,808,716 +11%
Cohen & Steers
4
Cohen & Steers
New York
$2.13B 26,084,911 +548,699 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$781M 9,583,764 +444,069 +5%
Principal Financial Group
6
Principal Financial Group
Iowa
$736M 9,024,328 +305,010 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$617M 7,583,369 +764,794 +11%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$590M 7,231,821 +47,340 +0.7%
Northern Trust
9
Northern Trust
Illinois
$569M 6,977,088 +596,955 +9%
PI
10
PGGM Investments
Netherlands
$559M 6,851,000 – –
Wells Fargo
11
Wells Fargo
California
$517M 6,335,665 -4,201 -0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$485M 5,954,661 +257,799 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$462M 5,666,349 +246,412 +5%
Invesco
14
Invesco
Georgia
$427M 5,241,949 -221,812 -4%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$427M 5,239,009 +3,702,502 +241%
Charles Schwab
16
Charles Schwab
California
$410M 5,034,037 +359,398 +8%
Deutsche Bank
17
Deutsche Bank
Germany
$405M 4,964,322 +654,468 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$399M 4,895,159 +21,001 +0.4%
Morgan Stanley
19
Morgan Stanley
New York
$345M 4,233,851 +760,817 +22%
Legal & General Group
20
Legal & General Group
United Kingdom
$338M 4,147,170 +691,486 +20%
American Century Companies
21
American Century Companies
Missouri
$322M 3,951,710 +931,095 +31%
Bank of America
22
Bank of America
North Carolina
$311M 3,820,485 -707,731 -16%
Norges Bank
23
Norges Bank
Norway
$309M 3,785,251 +132,294 +4%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M 3,233,672 -1,400,407 -30%
Goldman Sachs
25
Goldman Sachs
New York
$242M 2,963,182 +59,171 +2%
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