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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.32B 52,864,862 -470,866 -0.9%
BlackRock
2
BlackRock
New York
$3.45B 42,227,377 +1,269,037 +3%
State Street
3
State Street
Massachusetts
$2.22B 27,103,341 -1,829,854 -6%
Cohen & Steers
4
Cohen & Steers
New York
$1.91B 23,378,118 -679,224 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$801M 9,789,583 -110,936 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$743M 9,087,248 +278,414 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$669M 8,192,931 +421,316 +5%
Morgan Stanley
8
Morgan Stanley
New York
$654M 7,997,062 +2,259,544 +39%
Northern Trust
9
Northern Trust
Illinois
$619M 7,568,360 +325,517 +4%
American Century Companies
10
American Century Companies
Missouri
$602M 7,364,098 +1,376,128 +23%
PI
11
PGGM Investments
Netherlands
$560M 6,851,000 – –
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$539M 6,587,642 -272,264 -4%
Wells Fargo
13
Wells Fargo
California
$512M 6,260,595 +63,397 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$495M 6,053,660 -9,855 -0.2%
Invesco
15
Invesco
Georgia
$453M 5,536,390 +1,469,514 +36%
Charles Schwab
16
Charles Schwab
California
$432M 5,284,504 +144,910 +3%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$421M 5,148,344 -121,128 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$410M 5,016,487 +178,344 +4%
ZP
19
Zimmer Partners
New York
$403M 4,930,710 +2,544,423 +107%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$397M 4,856,961 -208,521 -4%
Legal & General Group
21
Legal & General Group
United Kingdom
$361M 4,411,246 +116,709 +3%
Goldman Sachs
22
Goldman Sachs
New York
$344M 4,211,993 +1,103,394 +35%
Norges Bank
23
Norges Bank
Norway
$324M 3,956,071 – –
Bank of America
24
Bank of America
North Carolina
$322M 3,932,831 -99,807 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$313M 3,822,596 +578,779 +18%
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