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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$452M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.7B
5
LCM
5
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$156M
2
Cohen & Steers
2
Cohen & Steers
New York
$533M
3
IG
3
ING Group
Netherlands
$0
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
BG
5
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$171M +$221K +3,184 +0.1%
Renaissance Technologies
27
Renaissance Technologies
New York
$171M +$26.5M +381,800 +18%
SCRM
28
Security Capital Research & Management
Illinois
$168M +$5.78M +83,389 +4%
Legal & General Group
29
Legal & General Group
United Kingdom
$162M +$6.75M +97,360 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$156M -$351M -5,058,650 -69%
Prudential Financial
31
Prudential Financial
New Jersey
$155M -$4.78M -68,971 -3%
NIPH
32
NN Investment Partners Holdings
Netherlands
$153M +$153M +2,207,868 New
Charles Schwab
33
Charles Schwab
California
$151M +$4.72M +68,003 +3%
SCCM
34
Schafer Cullen Capital Management
New York
$145M -$4.94M -71,253 -3%
BC
35
Brookfield Corp
Ontario, Canada
$138M -$83.7M -1,206,477 -38%
ACM
36
Adelante Capital Management
California
$125M -$1.98M -28,514 -2%
UBS AM
37
UBS AM
Illinois
$114M -$16.8M -242,582 -13%
Swiss National Bank
38
Swiss National Bank
Switzerland
$107M +$17.7M +266,100 +20%
HRES
39
Heitman Real Estate Securities
Illinois
$105M -$130M -1,880,441 -55%
CS
40
Credit Suisse
Switzerland
$91.5M -$12.5M -180,069 -12%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$87.7M +$3.8M +54,749 +5%
RJA
42
Raymond James & Associates
Florida
$87.6M -$293K -4,227 -0.3%
O
43
OppenheimerFunds
New York
$87.6M +$15.7M +225,999 +22%
TA
44
Teachers Advisors
New York
$84.4M -$10.1M -146,357 -11%
BlackRock
45
BlackRock
New York
$84.4M -$9.58M -138,188 -10%
Federated Hermes
46
Federated Hermes
Pennsylvania
$83.8M +$4.72M +68,045 +6%
CCM
47
Cullen Capital Management
New York
$81.9M -$44.4K -640 -0.1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$78.3M +$8.1M +116,836 +12%
TCIM
49
TIAA CREF Investment Management
New York
$75.5M -$5.98M -86,211 -7%
Asset Management One
50
Asset Management One
Japan
$67.9M +$8.01M +116,251 +13%
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