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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
2
Cohen & Steers
New York
$125M
3
Bank of America
3
Bank of America
North Carolina
$373M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$154M +$1.77M +25,136 +1%
SCCM
27
Schafer Cullen Capital Management
New York
$147M -$684K -9,729 -0.5%
ACI
28
AMP Capital Investors
Australia
$141M -$2.23M -31,794 -2%
TA
29
Teachers Advisors
New York
$135M +$26.7M +380,577 +25%
UBS AM
30
UBS AM
Illinois
$129M +$5.53M +78,709 +4%
Cohen & Steers
31
Cohen & Steers
New York
$125M +$125M +1,783,283 New
RJA
32
Raymond James & Associates
Florida
$114M -$217K -3,091 -0.2%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$113M +$30.2M +429,449 +37%
TCIM
34
TIAA CREF Investment Management
New York
$112M +$732K +10,416 +0.7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$111M +$1.95M +27,800 +2%
ACM
36
Adelante Capital Management
California
$109M +$18.6M +264,638 +20%
Prudential Financial
37
Prudential Financial
New Jersey
$108M +$32.3M +459,593 +43%
AllianceBernstein
38
AllianceBernstein
Tennessee
$106M +$2.62M +37,289 +3%
Asset Management One
39
Asset Management One
Japan
$98.2M +$391K +5,555 +0.4%
OAC
40
OMERS Administration Corp
Ontario, Canada
$97.4M +$18.8M +267,500 +24%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$96.4M +$4.8M +68,249 +5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$95.2M +$12.1M +171,985 +15%
NIPH
43
NN Investment Partners Holdings
Netherlands
$88.2M +$63M +879,764 +250%
Renaissance Technologies
44
Renaissance Technologies
New York
$85.1M -$9.89M -140,700 -10%
Ameriprise
45
Ameriprise
Minnesota
$83M -$3.13M -44,543 -4%
CCM
46
Cullen Capital Management
New York
$80.7M +$562K +8,000 +0.7%
SCRM
47
Security Capital Research & Management
Illinois
$76M -$4.78M -68,057 -6%
HRES
48
Heitman Real Estate Securities
Illinois
$73.2M +$26.9M +382,371 +58%
CS
49
Credit Suisse
Switzerland
$69.9M -$21.8M -309,682 -24%
B
50
Barings
North Carolina
$67.9M -$1.75M -24,896 -3%
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