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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$73M 976,056 -102,346 -9%
Asset Management One
52
Asset Management One
Japan
$68.8M 907,400 -37,299 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$67M 896,060 -35,600 -4%
MIS
54
Morningstar Investment Services
Illinois
$63.7M 851,933 +112,673 +15%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$61.6M 824,296 +31,862 +4%
Stifel Financial
56
Stifel Financial
Missouri
$61M 816,202 +18,911 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$59.6M 796,900 -62,700 -7%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$58.7M 785,161 +6,500 +0.8%
BIM
59
BlackRock Investment Management
Delaware
$58.4M 781,226 +9,845 +1%
SAM
60
Securian Asset Management
Minnesota
$56.6M 757,376 -4,515 -0.6%
PS
61
Presima Securities
Quebec, Canada
$55.9M 747,800 +38,900 +5%
SEI Investments
62
SEI Investments
Pennsylvania
$53.3M 713,295 +43,420 +6%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$51.8M 692,310 -11,796 -2%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$51.2M 684,877 +9,670 +1%
ACA
65
Anchor Capital Advisors
Massachusetts
$50.2M 671,648 -254,731 -27%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$50.2M 670,840 +19,920 +3%
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$49.9M 666,960 -3,021,178 -82%
UIC
68
Uniplan Investment Counsel
Wisconsin
$48.9M 653,716 +6,942 +1%
Millennium Management
69
Millennium Management
New York
$48.6M 649,827 +564,556 +662%
MTB
70
Mizuho Trust & Banking
Japan
$48.2M 644,078 +1,132 +0.2%
AIM
71
abrdn Investment Management
United Kingdom
$48M 642,030 +642,030 New
SO
72
STRS Ohio
Ohio
$47.5M 635,439 +65,449 +11%
USAA
73
United Services Automobile Association
Texas
$47M 628,432 -7,371 -1%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$46.7M 624,113 +55,745 +10%
OAC
75
OMERS Administration Corp
Ontario, Canada
$46M 615,440 +7,340 +1%
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