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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$162M 2,168,192 -44,700 -2%
SCCM
27
Schafer Cullen Capital Management
New York
$157M 2,095,543 -35,330 -2%
ACI
28
AMP Capital Investors
Australia
$151M 2,031,444 -8,929 -0.4%
UBS AM
29
UBS AM
Illinois
$132M 1,757,370 -2,803 -0.2%
RJA
30
Raymond James & Associates
Florida
$122M 1,625,821 +15,044 +0.9%
BC
31
Brookfield Corp
Ontario, Canada
$122M 1,623,872 -359,686 -18%
TCIM
32
TIAA CREF Investment Management
New York
$118M 1,581,068 +103,070 +7%
Swiss National Bank
33
Swiss National Bank
Switzerland
$116M 1,552,966 +40,200 +3%
TA
34
Teachers Advisors
New York
$115M 1,537,327 +158,909 +12%
AllianceBernstein
35
AllianceBernstein
Tennessee
$110M 1,468,790 +41,285 +3%
Asset Management One
36
Asset Management One
Japan
$104M 1,388,663 +5,026 +0.4%
Renaissance Technologies
37
Renaissance Technologies
New York
$101M 1,351,600 -243,900 -15%
CS
38
Credit Suisse
Switzerland
$97.6M 1,303,737 -349,311 -21%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$97.6M 1,303,631 +21,255 +2%
ACM
40
Adelante Capital Management
California
$96.8M 1,292,894 +31,343 +2%
Ameriprise
41
Ameriprise
Minnesota
$91.7M 1,225,688 -97,162 -7%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$88.1M 1,177,355 +252,591 +27%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$88M 1,176,188 +7,760 +0.7%
SCRM
44
Security Capital Research & Management
Illinois
$86M 1,148,861 +231,791 +25%
CCM
45
Cullen Capital Management
New York
$85.3M 1,140,000 -31,670 -3%
OAC
46
OMERS Administration Corp
Ontario, Canada
$83.7M 1,118,560 -31,000 -3%
American Century Companies
47
American Century Companies
Missouri
$82.8M 1,106,794 +533,646 +93%
Prudential Financial
48
Prudential Financial
New Jersey
$80.5M 1,075,283 +143,334 +15%
B
49
Barings
North Carolina
$74.1M 990,489 +782,399 +376%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$73.6M 983,671 -264,990 -21%
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