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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$64M 955,788 -20,268 -2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$61.4M 917,217 -66,119 -7%
SCRM
53
Security Capital Research & Management
Illinois
$60.9M 909,865 -160,732 -15%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$60.6M 904,741 +212,431 +31%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$56.3M 841,560 -54,500 -6%
Stifel Financial
56
Stifel Financial
Missouri
$56M 837,282 +21,080 +3%
BIM
57
BlackRock Investment Management
Delaware
$56M 836,981 +55,755 +7%
GC
58
Guggenheim Capital
Illinois
$55.7M 832,008 +331,326 +66%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$53.6M 801,400 +4,500 +0.6%
VAM
60
Veritas Asset Management
United Kingdom
$53.1M 793,000 +264,700 +50%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$51.3M 766,581 -57,715 -7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$51.2M 765,561 -19,600 -2%
OAC
63
OMERS Administration Corp
Ontario, Canada
$50.6M 755,770 +140,330 +23%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$46.6M 696,520 +25,680 +4%
NIPH
65
NN Investment Partners Holdings
Netherlands
$46.6M 696,032 -891,662 -56%
SO
66
STRS Ohio
Ohio
$46.1M 688,512 +53,073 +8%
SMDAM
67
Sumitomo Mitsui DS Asset Management
Japan
$45.9M 685,578 +199,359 +41%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$45.8M 683,701 +100,786 +17%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$45.6M 681,426 -3,451 -0.5%
Millennium Management
70
Millennium Management
New York
$45.1M 673,312 +23,485 +4%
USAA
71
United Services Automobile Association
Texas
$44.8M 669,668 +41,236 +7%
AAM
72
Aberdeen Asset Management
United Kingdom
$44.7M 668,589 +187,976 +39%
PS
73
Presima Securities
Quebec, Canada
$44.6M 665,800 -82,000 -11%
UIC
74
Uniplan Investment Counsel
Wisconsin
$44.5M 664,500 +10,784 +2%
ACA
75
Anchor Capital Advisors
Massachusetts
$43.6M 650,827 -20,821 -3%
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