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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
Stifel Financial
4
Stifel Financial
Missouri
$60.7M
5
TA
5
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$232M 3,044,451 +336,191 +12%
Cohen & Steers
27
Cohen & Steers
New York
$231M 3,028,378 -4,654,504 -61%
Goldman Sachs
28
Goldman Sachs
New York
$213M 2,802,280 +335,585 +14%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$196M 2,579,467 -340,493 -12%
Charles Schwab
30
Charles Schwab
California
$183M 2,405,350 +224,711 +10%
Legal & General Group
31
Legal & General Group
United Kingdom
$183M 2,402,319 +64,754 +3%
NIPH
32
NN Investment Partners Holdings
Netherlands
$171M 2,246,638 +38,770 +2%
BC
33
Brookfield Corp
Ontario, Canada
$169M 2,222,748 +239,448 +12%
Renaissance Technologies
34
Renaissance Technologies
New York
$157M 2,060,100 -405,900 -16%
SCCM
35
Schafer Cullen Capital Management
New York
$152M 2,000,895 -85,762 -4%
TA
36
Teachers Advisors
New York
$146M 1,920,364 +702,605 +58%
ACM
37
Adelante Capital Management
California
$131M 1,717,047 -80,390 -4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$127M 1,666,166 +61,300 +4%
CS
39
Credit Suisse
Switzerland
$126M 1,658,528 +339,213 +26%
Prudential Financial
40
Prudential Financial
New Jersey
$126M 1,652,773 -584,274 -26%
UBS AM
41
UBS AM
Illinois
$125M 1,644,578 -3,294 -0.2%
HRES
42
Heitman Real Estate Securities
Illinois
$113M 1,478,159 -38,510 -3%
Federated Hermes
43
Federated Hermes
Pennsylvania
$104M 1,366,894 +158,179 +13%
SCRM
44
Security Capital Research & Management
Illinois
$102M 1,345,229 -1,074,840 -44%
RJA
45
Raymond James & Associates
Florida
$102M 1,338,874 +75,534 +6%
TCIM
46
TIAA CREF Investment Management
New York
$98.8M 1,297,164 +207,681 +19%
O
47
OppenheimerFunds
New York
$97.3M 1,278,044 +15,218 +1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$95.6M 1,254,694 -10,072 -0.8%
CCM
49
Cullen Capital Management
New York
$90.1M 1,182,830 +2,180 +0.2%
BlackRock
50
BlackRock
New York
$85.8M 1,126,219 -90,634 -7%
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