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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$155M 2,358,965 -574,992 -20%
JHIU
27
Janus Henderson Investors US
Colorado
$152M 2,316,319 +351,447 +18%
Goldman Sachs
28
Goldman Sachs
New York
$146M 2,229,983 -170,824 -7%
ACM
29
AEW Capital Management
Massachusetts
$144M 2,201,687 +44,400 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$142M 2,168,699 +47,567 +2%
Renaissance Technologies
31
Renaissance Technologies
New York
$135M 2,051,763 +619,363 +43%
Legal & General Group
32
Legal & General Group
United Kingdom
$133M 2,029,598 +125,149 +7%
UBS AM
33
UBS AM
Illinois
$130M 1,985,002 +77,282 +4%
SCRM
34
Security Capital Research & Management
Illinois
$129M 1,970,118 +845,155 +75%
ACM
35
Adelante Capital Management
California
$124M 1,884,341 +162,361 +9%
Charles Schwab
36
Charles Schwab
California
$116M 1,760,961 +185,887 +12%
AAMU
37
APG Asset Management US
New York
$113M 1,722,000 – –
Federated Hermes
38
Federated Hermes
Pennsylvania
$97.7M 1,489,393 -20,727 -1%
Bank of America
39
Bank of America
North Carolina
$95.7M 1,458,104 -242,057 -14%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$94.6M 1,363,162 +1,170,696 +608%
IG
41
ING Group
Netherlands
$90.2M 1,374,369 -35,241 -3%
TCIM
42
TIAA CREF Investment Management
New York
$85.6M 1,304,590 -7,436 -0.6%
O
43
OppenheimerFunds
New York
$84.1M 1,281,747 -37,520 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$82.1M 1,251,624 +67,998 +6%
TA
45
Teachers Advisors
New York
$81.8M 1,246,017 -18,878 -1%
RJA
46
Raymond James & Associates
Florida
$78M 1,188,028 +94,573 +9%
CCM
47
Cullen Capital Management
New York
$77.3M 1,177,970 -49,250 -4%
BlackRock
48
BlackRock
New York
$74.5M 1,134,420 -26,634 -2%
RFC
49
Russell Frank Company
Washington
$73.7M 1,122,428 +2,786 +0.2%
Asset Management One
50
Asset Management One
Japan
$72.4M 1,100,877 +69,486 +7%
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