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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$65.5M 924,764 -1,967,405 -68%
SCRM
52
Security Capital Research & Management
Illinois
$64.9M 917,070 +7,205 +0.8%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$64.7M 913,440 -3,777 -0.4%
GC
54
Guggenheim Capital
Illinois
$60.3M 851,338 +19,330 +2%
Macquarie Group
55
Macquarie Group
Australia
$58.9M 831,123 +292,487 +54%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$58.5M 825,401 +24,001 +3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$56.2M 794,060 -47,500 -6%
VAM
58
Veritas Asset Management
United Kingdom
$56.2M 793,000 – –
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$54.7M 771,771 +5,190 +0.7%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$51.9M 733,361 -32,200 -4%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$50.2M 708,972 +25,271 +4%
PS
62
Presima Securities
Quebec, Canada
$49.9M 704,000 +38,200 +6%
UIC
63
Uniplan Investment Counsel
Wisconsin
$49.7M 701,205 +36,705 +6%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$49.5M 699,550 -205,191 -23%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$48.4M 684,060 -12,460 -2%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$48.3M 681,928 +502 +0.1%
SO
67
STRS Ohio
Ohio
$47.7M 673,913 -14,599 -2%
ACA
68
Anchor Capital Advisors
Massachusetts
$47.2M 667,136 +16,309 +3%
WBC
69
Westpac Banking Corp
Australia
$47.2M 666,634 +141,792 +27%
PPA
70
Parametric Portfolio Associates
Washington
$47M 663,329 +57,973 +10%
USAA
71
United Services Automobile Association
Texas
$46M 649,765 -19,903 -3%
Credit Agricole
72
Credit Agricole
France
$45.7M 645,856 +89,219 +16%
AAM
73
Aberdeen Asset Management
United Kingdom
$45.5M 642,276 -26,313 -4%
UBS Group
74
UBS Group
Switzerland
$44.9M 633,388 +120,737 +24%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$43.3M 611,724 -34,736 -5%
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