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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
51
Federated Hermes
Pennsylvania
$77.6M -$7.54M -110,838 -9%
O
52
OppenheimerFunds
New York
$70.5M -$12.3M -181,102 -15%
AllianceBernstein
53
AllianceBernstein
Tennessee
$68.8M +$393K +5,772 +0.6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$63.4M -$2.73M -40,100 -4%
Ameriprise
55
Ameriprise
Minnesota
$62.6M +$324K +4,768 +0.5%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$60.9M -$286K -4,197 -0.5%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$60.8M +$60.8M +894,131 New
RFC
58
Russell Frank Company
Washington
$60.5M -$16.2M -236,877 -21%
Asset Management One
59
Asset Management One
Japan
$59.5M -$9.13M -133,297 -13%
ACA
60
Anchor Capital Advisors
Massachusetts
$57.9M -$774K -11,376 -1%
OAC
61
OMERS Administration Corp
Ontario, Canada
$57.5M +$12.4M +182,500 +28%
BIM
62
BlackRock Investment Management
Delaware
$57.1M -$511K -7,506 -0.9%
TG
63
TCW Group
California
$56M -$14.6M -215,133 -21%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$55.6M +$354K +5,200 +0.6%
Stifel Financial
65
Stifel Financial
Missouri
$51.5M +$4.7M +69,124 +10%
Millennium Management
66
Millennium Management
New York
$50.6M +$22M +323,141 +77%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$49.7M +$1.11M +16,363 +2%
H
68
Hexavest
Quebec, Canada
$48.7M +$2.3M +33,813 +5%
SEI Investments
69
SEI Investments
Pennsylvania
$48.4M +$16.1M +236,572 +50%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$47.5M -$14.2M -209,091 -23%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$46M +$5.99K +88 +0%
WBC
72
Westpac Banking Corp
Australia
$45.8M +$9.09M +133,654 +25%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$45M +$716K +10,532 +2%
USAA
74
United Services Automobile Association
Texas
$45M +$3.61M +53,116 +9%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$44.8M -$3.33M -48,930 -7%
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