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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$44.2M 674,638 +7,247 +1%
H
77
Hexavest
Quebec, Canada
$43.7M 666,135 +666,135 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$42M 640,375 -7,335 -1%
USAA
79
United Services Automobile Association
Texas
$41.8M 637,093 +99,110 +18%
SEI Investments
80
SEI Investments
Pennsylvania
$41.7M 634,725 -23,258 -4%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$40.6M 618,110 +19,970 +3%
Barclays
82
Barclays
United Kingdom
$40.5M 622,443 -172,992 -22%
UIC
83
Uniplan Investment Counsel
Wisconsin
$40M 609,980 +609,980 New
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$39M 593,749 +478,259 +414%
MTB
85
Mizuho Trust & Banking
Japan
$38.9M 592,508 +38,637 +7%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9M 592,228 +31,979 +6%
SO
87
STRS Ohio
Ohio
$38M 579,548 +68,830 +13%
Franklin Resources
88
Franklin Resources
California
$37.6M 573,080 -27,500 -5%
Millennium Management
89
Millennium Management
New York
$37.3M 568,649 +69,885 +14%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$35.6M 541,906 -400 -0.1%
UBS Group
91
UBS Group
Switzerland
$34.5M 525,960 -95,568 -15%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$32.6M 496,479 +25,369 +5%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$30.5M 464,731 +21,589 +5%
VRS
94
Virginia Retirement Systems
Virginia
$30.4M 463,066 +2,606 +0.6%
AQR Capital Management
95
AQR Capital Management
Connecticut
$29M 442,565 -9,180 -2%
FMI
96
Factory Mutual Insurance
Massachusetts
$29M 441,400 +60,000 +16%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$28.7M 437,393 -190,944 -30%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$28.3M 431,671 +21,014 +5%
PPA
99
Parametric Portfolio Associates
Washington
$28.1M 428,439 +14,915 +4%
BJ
100
BlackRock Japan
Japan
$27.7M 421,632 +8,617 +2%
2 3
4
5 6