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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$217M 3,189,777 +3,072,973 +2,631%
Norges Bank
27
Norges Bank
Norway
$196M 2,882,582 +120,211 +4%
Wells Fargo
28
Wells Fargo
California
$169M 2,484,605 +115,857 +5%
Goldman Sachs
29
Goldman Sachs
New York
$168M 2,463,511 +280,495 +13%
SCRM
30
Security Capital Research & Management
Illinois
$159M 2,336,680 +190,015 +9%
Prudential Financial
31
Prudential Financial
New Jersey
$157M 2,306,018 -359,726 -13%
IG
32
ING Group
Netherlands
$154M 2,266,248 +585,356 +35%
Legal & General Group
33
Legal & General Group
United Kingdom
$152M 2,240,205 +105,687 +5%
SCCM
34
Schafer Cullen Capital Management
New York
$147M 2,157,910 -153,568 -7%
Charles Schwab
35
Charles Schwab
California
$144M 2,112,636 +265,624 +14%
Renaissance Technologies
36
Renaissance Technologies
New York
$142M 2,084,200 -122,463 -6%
UBS AM
37
UBS AM
Illinois
$129M 1,890,454 +214,825 +13%
ACM
38
Adelante Capital Management
California
$124M 1,825,951 -19,023 -1%
American Century Companies
39
American Century Companies
Missouri
$115M 1,693,468 +817,031 +93%
CS
40
Credit Suisse
Switzerland
$102M 1,499,384 +1,481,778 +8,416%
TA
41
Teachers Advisors
New York
$92.8M 1,364,116 +109,428 +9%
BlackRock
42
BlackRock
New York
$92.2M 1,355,041 +165,082 +14%
BG
43
Bahl & Gaynor
Ohio
$91.6M 1,346,083 +267,729 +25%
Swiss National Bank
44
Swiss National Bank
Switzerland
$91.1M 1,338,766 +212,900 +19%
PAMU
45
Pictet Asset Management (UK)
United Kingdom
$88.3M 1,297,893 -55,270 -4%
RJA
46
Raymond James & Associates
Florida
$86.2M 1,267,567 +893,024 +238%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$82.7M 1,210,017 -48,573 -4%
JHIU
48
Janus Henderson Investors US
Colorado
$81.6M 1,199,085 -890,796 -43%
CCM
49
Cullen Capital Management
New York
$80.4M 1,181,290 +1,970 +0.2%
TCIM
50
TIAA CREF Investment Management
New York
$80M 1,175,694 -29,351 -2%
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