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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$44.1M 650,594 +10,219 +2%
SMDAM
77
Sumitomo Mitsui DS Asset Management
Japan
$43.9M 648,826 -204,410 -24%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$43.1M 637,081 +266,781 +72%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$42.3M 624,830 +6,720 +1%
SAM
80
Securian Asset Management
Minnesota
$41.4M 611,157 -74,263 -11%
USAA
81
United Services Automobile Association
Texas
$41.2M 607,667 -29,426 -5%
SO
82
STRS Ohio
Ohio
$40M 590,897 +11,349 +2%
Franklin Resources
83
Franklin Resources
California
$37.3M 550,597 -22,483 -4%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.2M 549,442 -42,786 -7%
WBC
85
Westpac Banking Corp
Australia
$36.5M 539,269 +235,324 +77%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$36.3M 535,306 -6,600 -1%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$35.1M 518,874 +22,395 +5%
PPA
88
Parametric Portfolio Associates
Washington
$33.3M 492,347 +63,908 +15%
SEI Investments
89
SEI Investments
Pennsylvania
$32.1M 474,504 -160,221 -25%
FMI
90
Factory Mutual Insurance
Massachusetts
$31.9M 471,400 +30,000 +7%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$31.8M 469,266 +4,535 +1%
BJ
92
BlackRock Japan
Japan
$31.6M 466,968 +45,336 +11%
VRS
93
Virginia Retirement Systems
Virginia
$31.6M 466,517 +3,451 +0.7%
UBS Group
94
UBS Group
Switzerland
$31M 458,344 -67,616 -13%
Millennium Management
95
Millennium Management
New York
$28.5M 420,898 -147,751 -26%
AQR Capital Management
96
AQR Capital Management
Connecticut
$27.9M 411,601 -30,964 -7%
ECM
97
EII Capital Management
New York
$27.6M 407,800 +14,100 +4%
MTB
98
Mizuho Trust & Banking
Japan
$27.2M 401,332 -191,176 -32%
Barclays
99
Barclays
United Kingdom
$27.1M 404,504 -217,939 -35%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$26.2M 388,668 -48,725 -11%
2 3
4
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