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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Barings
North Carolina
$60.2M -$1.36M -21,290 -2%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$59.6M +$58M +910,200 +3,641%
H
53
Hexavest
Quebec, Canada
$59M +$985K +15,439 +2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$58M +$3.23M +50,609 +6%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$56.9M -$2.13M -33,363 -4%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$56M -$46.3M -726,417 -45%
MIS
57
Morningstar Investment Services
Illinois
$54.2M -$3.94M -61,752 -7%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$53.5M – – –
PPA
59
Parametric Portfolio Associates
Washington
$52.6M +$1.6M +25,067 +3%
WRF
60
Waddell & Reed Financial
Kansas
$52.5M +$22M +345,200 +72%
VAM
61
Veritas Asset Management
United Kingdom
$52M +$1.47M +23,000 +3%
AAMU
62
Amundi Asset Management US
Massachusetts
$48.5M +$41.8M +655,534 +623%
GC
63
Guggenheim Capital
Illinois
$48.4M -$10.9M -171,226 -18%
SEI Investments
64
SEI Investments
Pennsylvania
$48.3M +$471K +7,386 +1%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$48.1M +$265K +4,158 +0.6%
UIC
66
Uniplan Investment Counsel
Wisconsin
$47.6M +$1.24M +19,479 +3%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$47M +$28.4M +445,615 +153%
NIPH
68
NN Investment Partners Holdings
Netherlands
$46.4M -$32.2M -504,644 -41%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$45.2M +$384K +6,023 +0.9%
Barclays
70
Barclays
United Kingdom
$44.4M +$7.3M +114,424 +20%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$42.3M +$14.6M +228,629 +53%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$41.4M -$1.93M -30,308 -4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$41.2M +$165K +2,582 +0.4%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$41M +$197K +3,090 +0.5%
ACA
75
Anchor Capital Advisors
Massachusetts
$40.1M -$349K -5,466 -0.9%
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