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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$452M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.7B
5
LCM
5
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$156M
2
Cohen & Steers
2
Cohen & Steers
New York
$533M
3
IG
3
ING Group
Netherlands
$0
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
BG
5
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
51
OMERS Administration Corp
Ontario, Canada
$65.7M +$7.14M +102,900 +12%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$64.4M +$2.31M +33,359 +4%
Ameriprise
53
Ameriprise
Minnesota
$62.8M -$968K -13,961 -2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$62.4M -$2.21M -31,900 -3%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$58.9M -$2.66M -38,576 -4%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$58.2M +$1.52M +21,925 +3%
ACA
57
Anchor Capital Advisors
Massachusetts
$57.9M -$1.12M -16,173 -2%
RFC
58
Russell Frank Company
Washington
$57.8M -$3.53M -50,922 -6%
BIM
59
BlackRock Investment Management
Delaware
$56.3M -$1.89M -27,194 -3%
SAM
60
Securian Asset Management
Minnesota
$52.6M +$8.7M +125,406 +20%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$52.5M +$6.62M +95,422 +14%
TG
62
TCW Group
California
$51.8M -$5.25M -75,712 -9%
WBC
63
Westpac Banking Corp
Australia
$51.6M +$4.97M +71,618 +11%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$51.5M +$754K +10,874 +1%
LCM
65
Laurion Capital Management
New York
$50.5M +$50.5M +728,381 New
H
66
Hexavest
Quebec, Canada
$49M -$691K -9,972 -1%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$47.2M +$1.49M +21,461 +3%
BNP Paribas Asset Management
68
BNP Paribas Asset Management
France
$46.4M +$6.3M +90,830 +16%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$46.3M -$553K -7,982 -1%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$45.1M +$1.97M +28,390 +5%
USAA
71
United Services Automobile Association
Texas
$44.7M -$1.15M -16,646 -3%
UIC
72
Uniplan Investment Counsel
Wisconsin
$44.2M – – –
PS
73
Presima Securities
Quebec, Canada
$44.1M +$44.1M +635,700 New
MTB
74
Mizuho Trust & Banking
Japan
$43.9M +$1.74M +25,059 +4%
SEI Investments
75
SEI Investments
Pennsylvania
$43.7M -$5.61M -80,962 -11%
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