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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
1
Shinko Asset Management Company
Japan
$628M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$27.5M
4
HI
4
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$186M 2,400,807 +223,984 +10%
ACM
27
AEW Capital Management
Massachusetts
$167M 2,157,287 +54,700 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$164M 2,121,132 +2,225 +0.1%
Prudential Financial
29
Prudential Financial
New Jersey
$153M 1,976,350 +53,416 +3%
JHIU
30
Janus Henderson Investors US
Colorado
$152M 1,964,872 +1,111,443 +130%
UBS AM
31
UBS AM
Illinois
$148M 1,907,720 +52,569 +3%
Legal & General Group
32
Legal & General Group
United Kingdom
$147M 1,904,449 +68,585 +4%
AAMU
33
APG Asset Management US
New York
$133M 1,722,000 +102,700 +6%
ACM
34
Adelante Capital Management
California
$133M 1,721,980 +42,477 +3%
Bank of America
35
Bank of America
North Carolina
$132M 1,700,161 +261,250 +18%
Charles Schwab
36
Charles Schwab
California
$122M 1,575,074 +160,976 +11%
Federated Hermes
37
Federated Hermes
Pennsylvania
$117M 1,510,120 -20,820 -1%
Renaissance Technologies
38
Renaissance Technologies
New York
$111M 1,432,400 +297,100 +26%
IG
39
ING Group
Netherlands
$109M 1,409,610 -36,528 -3%
O
40
OppenheimerFunds
New York
$102M 1,319,267 +389,090 +42%
TCIM
41
TIAA CREF Investment Management
New York
$101M 1,312,026 +206,407 +19%
TA
42
Teachers Advisors
New York
$97.9M 1,264,895 +380,956 +43%
CCM
43
Cullen Capital Management
New York
$94.9M 1,227,220 +2,550 +0.2%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$91.6M 1,183,626 +136,364 +13%
BlackRock
45
BlackRock
New York
$89.8M 1,161,054 +122,462 +12%
CS
46
Credit Suisse
Switzerland
$88.5M 1,144,526 -82,502 -7%
SCRM
47
Security Capital Research & Management
Illinois
$87M 1,124,963 -123,432 -10%
RFC
48
Russell Frank Company
Washington
$86.9M 1,119,642 +552,259 +97%
LIMS
49
Lasalle Investment Management Securities
Maryland
$86.9M 1,123,321 +1,123,321 New
RJA
50
Raymond James & Associates
Florida
$84.6M 1,093,455 +78,516 +8%
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