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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
2
Cohen & Steers
New York
$125M
3
Bank of America
3
Bank of America
North Carolina
$373M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$65.3M +$6.5M +92,539 +11%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$65M +$1.29M +18,358 +2%
MIS
53
Morningstar Investment Services
Illinois
$64M -$2.64M -37,608 -4%
H
54
Hexavest
Quebec, Canada
$64M +$2.17M +30,855 +4%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$60.8M +$2M +28,413 +3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$60.4M +$2.47M +35,164 +4%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$58.9M +$1.02M +14,500 +2%
PPA
58
Parametric Portfolio Associates
Washington
$56.2M +$2.46M +35,063 +5%
VAM
59
Veritas Asset Management
United Kingdom
$55.7M – – –
HSBC Holdings
60
HSBC Holdings
United Kingdom
$53.5M +$9.79M +139,241 +22%
SEI Investments
61
SEI Investments
Pennsylvania
$52.7M +$8.15M +115,974 +18%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$52.7M -$202K -2,878 -0.4%
UIC
63
Uniplan Investment Counsel
Wisconsin
$51M +$1.08M +15,344 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$49.4M +$514K +7,307 +1%
American Century Companies
65
American Century Companies
Missouri
$48.8M -$29M -411,970 -37%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$47.8M +$82.1K +1,168 +0.2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$45.3M -$4M -56,923 -8%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$45M -$2.49M -35,389 -5%
ACA
69
Anchor Capital Advisors
Massachusetts
$44.6M -$540K -7,684 -1%
Nuveen Asset Management
70
Nuveen Asset Management
Illinois
$44M -$25.1M -357,513 -36%
USAA
71
United Services Automobile Association
Texas
$42.2M -$1.39M -19,782 -3%
Barclays
72
Barclays
United Kingdom
$40.9M +$5M +71,163 +14%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4M +$719K +10,228 +2%
SO
74
STRS Ohio
Ohio
$40.1M -$789K -11,222 -2%
Credit Agricole
75
Credit Agricole
France
$39.7M -$2.6M -36,989 -6%
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