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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
CNB
51
City National Bank
California
$70.7M 1,077,638 +133,022 +14%
BG
52
Bahl & Gaynor
Ohio
$70.6M 1,075,003 -2,078 -0.2%
CS
53
Credit Suisse
Switzerland
$69.8M 1,063,990 -80,536 -7%
Swiss National Bank
54
Swiss National Bank
Switzerland
$69.1M 1,053,466 +222,000 +27%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$68.2M 1,038,584 -45,445 -4%
TG
56
TCW Group
California
$67.5M 1,028,324 -23,466 -2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$65M 989,679 +98,610 +11%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$63.5M 967,979 +2,973 +0.3%
Macquarie Group
59
Macquarie Group
Australia
$61.1M 931,713 -113,339 -11%
GC
60
Guggenheim Capital
Illinois
$61.1M 930,512 -28,255 -3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$58.7M 894,131 -18,782 -2%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$57.3M 872,566 -141,256 -14%
ACA
63
Anchor Capital Advisors
Massachusetts
$57.1M 869,976 +5,105 +0.6%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$56.2M 855,814 -177,275 -17%
SMDAM
65
Sumitomo Mitsui DS Asset Management
Japan
$56M 853,236 -4,746 -0.6%
American Century Companies
66
American Century Companies
Missouri
$55.5M 846,402 -104,466 -11%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$54.2M 826,318 -57,889 -7%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$54M 822,694 -4,126 -0.5%
BIM
69
BlackRock Investment Management
Delaware
$51.4M 783,073 +66,328 +9%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$49.5M 752,590 -44,674 -6%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$47.8M 728,652 +25,801 +4%
TIAAOA
72
Teachers Insurance & Annuity Association of America
New York
$46.9M 714,941 -16,412 -2%
RCM
73
Riverhead Capital Management
Delaware
$46M 701,288 +55,454 +9%
SAM
74
Securian Asset Management
Minnesota
$45M 685,420 -16,022 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$44.4M 676,046 +33,747 +5%
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3
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