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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$71M +$1.39M +18,507 +2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$67.9M -$517K -6,905 -0.8%
H
53
Hexavest
Quebec, Canada
$65.8M -$10.1M -134,727 -13%
GC
54
Guggenheim Capital
Illinois
$62.7M -$1.06M -14,142 -2%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$62.6M +$62.6M +836,955 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$61.7M +$2.28M +30,400 +4%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$61.7M -$120K -1,601 -0.2%
VAM
58
Veritas Asset Management
United Kingdom
$59.4M – – –
PPA
59
Parametric Portfolio Associates
Washington
$57.2M +$7.55M +100,931 +15%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$56.4M -$1.41M -18,896 -2%
Macquarie Group
61
Macquarie Group
Australia
$53.7M -$8.5M -113,568 -14%
UIC
62
Uniplan Investment Counsel
Wisconsin
$53.2M +$732K +9,777 +1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$52.5M -$2.44M -32,583 -4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$52.1M -$968K -12,939 -2%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$50.8M -$215K -2,877 -0.4%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$50.5M -$664K -8,868 -1%
HRES
67
Heitman Real Estate Securities
Illinois
$49.3M -$23.6M -315,529 -32%
ACA
68
Anchor Capital Advisors
Massachusetts
$48.1M -$1.84M -24,535 -4%
SEI Investments
69
SEI Investments
Pennsylvania
$47.5M +$2.9M +38,792 +7%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$46.6M +$805K +10,761 +2%
USAA
71
United Services Automobile Association
Texas
$46.4M -$2.21M -29,468 -5%
Credit Agricole
72
Credit Agricole
France
$45.1M -$3.28M -43,866 -7%
UBS Group
73
UBS Group
Switzerland
$44.4M -$3M -40,116 -6%
SO
74
STRS Ohio
Ohio
$43.6M -$6.86M -91,626 -14%
FMI
75
Factory Mutual Insurance
Massachusetts
$43.1M – – –
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