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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$160M 2,368,748 +9,783 +0.4%
SCCM
27
Schafer Cullen Capital Management
New York
$157M 2,311,478 -100,307 -4%
Renaissance Technologies
28
Renaissance Technologies
New York
$149M 2,206,663 +154,900 +8%
Goldman Sachs
29
Goldman Sachs
New York
$148M 2,183,016 -46,967 -2%
SCRM
30
Security Capital Research & Management
Illinois
$145M 2,146,665 +176,547 +9%
Legal & General Group
31
Legal & General Group
United Kingdom
$145M 2,134,518 +104,920 +5%
JHIU
32
Janus Henderson Investors US
Colorado
$142M 2,089,881 -226,438 -10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$140M 2,063,803 -104,896 -5%
AAMU
34
APG Asset Management US
New York
$129M 1,903,000 +181,000 +11%
Charles Schwab
35
Charles Schwab
California
$125M 1,847,012 +86,051 +5%
ACM
36
Adelante Capital Management
California
$125M 1,844,974 -39,367 -2%
IG
37
ING Group
Netherlands
$114M 1,680,892 +306,523 +22%
UBS AM
38
UBS AM
Illinois
$113M 1,675,629 -309,373 -16%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$91.6M 1,353,163 -9,999 -0.7%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$85.2M 1,258,590 +6,966 +0.6%
TA
41
Teachers Advisors
New York
$85M 1,254,688 +8,671 +0.7%
Federated Hermes
42
Federated Hermes
Pennsylvania
$84.8M 1,251,508 -237,885 -16%
O
43
OppenheimerFunds
New York
$82.5M 1,217,929 -63,818 -5%
TCIM
44
TIAA CREF Investment Management
New York
$81.6M 1,205,045 -99,545 -8%
BlackRock
45
BlackRock
New York
$80.6M 1,189,959 +55,539 +5%
CCM
46
Cullen Capital Management
New York
$79.9M 1,179,320 +1,350 +0.1%
CNB
47
City National Bank
California
$78.3M 1,155,887 +78,249 +7%
Swiss National Bank
48
Swiss National Bank
Switzerland
$76.2M 1,125,866 +72,400 +7%
RFC
49
Russell Frank Company
Washington
$75.7M 1,122,042 -386 -0%
BG
50
Bahl & Gaynor
Ohio
$73M 1,078,354 +3,351 +0.3%
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