WELL icon

Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$543M
2
BPSG
2
Brookfield Public Securities Group
New York
$160M
3
DZ Bank
3
DZ Bank
Germany
$152M
4
Morgan Stanley
4
Morgan Stanley
New York
$520M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.83B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.83B 53,335,728 +1,426,299 +3%
BlackRock
2
BlackRock
New York
$3.71B 40,958,340 -235,511 -0.6%
State Street
3
State Street
Massachusetts
$2.62B 28,933,195 +532,774 +2%
Cohen & Steers
4
Cohen & Steers
New York
$2.18B 24,057,342 -2,027,569 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$897M 9,900,519 +316,755 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$799M 8,808,834 -215,494 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M 7,771,615 +188,246 +2%
Northern Trust
8
Northern Trust
Illinois
$657M 7,242,843 +265,755 +4%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$622M 6,859,906 -371,915 -5%
PI
10
PGGM Investments
Netherlands
$621M 6,851,000 – –
Wells Fargo
11
Wells Fargo
California
$562M 6,197,198 -138,467 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$550M 6,063,515 +108,854 +2%
American Century Companies
13
American Century Companies
Missouri
$543M 5,987,970 +2,036,260 +52%
Morgan Stanley
14
Morgan Stanley
New York
$520M 5,737,518 +1,503,667 +36%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$478M 5,269,472 +30,463 +0.6%
Charles Schwab
16
Charles Schwab
California
$466M 5,139,594 +105,557 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$459M 5,065,482 -600,867 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$439M 4,838,143 -57,016 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$389M 4,294,537 +147,367 +4%
Invesco
20
Invesco
Georgia
$369M 4,066,876 -1,175,073 -22%
Bank of America
21
Bank of America
North Carolina
$366M 4,032,638 +212,153 +6%
Norges Bank
22
Norges Bank
Norway
$359M 3,956,071 +170,820 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$347M 3,826,301 -1,138,021 -23%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$294M 3,243,817 +612,586 +23%
Federated Hermes
25
Federated Hermes
Pennsylvania
$292M 3,217,475 +1,113,429 +53%
1
2 3 4 5