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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$194M -$15.2M -202,850 -7%
Charles Schwab
27
Charles Schwab
California
$191M +$11.4M +152,676 +6%
Legal & General Group
28
Legal & General Group
United Kingdom
$184M +$4.4M +58,806 +2%
BC
29
Brookfield Corp
Ontario, Canada
$162M -$4.29M -57,340 -3%
Deutsche Bank
30
Deutsche Bank
Germany
$161M -$167M -2,239,082 -51%
Renaissance Technologies
31
Renaissance Technologies
New York
$154M +$105K +1,400 +0.1%
SCCM
32
Schafer Cullen Capital Management
New York
$143M -$6.55M -87,603 -4%
American Century Companies
33
American Century Companies
Missouri
$140M +$80.4M +1,075,774 +135%
Swiss National Bank
34
Swiss National Bank
Switzerland
$123M -$1.22M -16,300 -1%
ACM
35
Adelante Capital Management
California
$122M -$6.63M -88,673 -5%
UBS AM
36
UBS AM
Illinois
$120M -$2.51M -33,617 -2%
Federated Hermes
37
Federated Hermes
Pennsylvania
$119M +$16.5M +221,212 +16%
NIPH
38
NN Investment Partners Holdings
Netherlands
$119M -$49.3M -658,944 -29%
CS
39
Credit Suisse
Switzerland
$118M -$6.48M -86,665 -5%
TA
40
Teachers Advisors
New York
$116M -$28.1M -375,237 -20%
HRES
41
Heitman Real Estate Securities
Illinois
$111M +$930K +12,434 +0.8%
RJA
42
Raymond James & Associates
Florida
$111M +$11.2M +149,662 +11%
Prudential Financial
43
Prudential Financial
New Jersey
$110M -$13.5M -179,931 -11%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$94.9M +$1.09M +14,590 +1%
O
45
OppenheimerFunds
New York
$90.3M -$5.22M -69,757 -5%
Ameriprise
46
Ameriprise
Minnesota
$89.3M +$11.9M +159,729 +15%
CCM
47
Cullen Capital Management
New York
$88.7M +$284K +3,800 +0.3%
BlackRock
48
BlackRock
New York
$86.9M +$2.74M +36,591 +3%
SCRM
49
Security Capital Research & Management
Illinois
$80M -$20.5M -274,632 -20%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$73.5M -$725K -9,700 -1%
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