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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
76
Macquarie Group
Australia
$44.4M 652,234 -50,294 -7%
UIC
77
Uniplan Investment Counsel
Wisconsin
$44.2M 649,612 -7,305 -1%
SAM
78
Securian Asset Management
Minnesota
$43.1M 633,235 +22,078 +4%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$42.3M 622,130 -2,700 -0.4%
MTB
80
Mizuho Trust & Banking
Japan
$41.6M 608,269 +206,937 +52%
RCM
81
Riverhead Capital Management
Delaware
$41.3M 606,787 -170,562 -22%
Franklin Resources
82
Franklin Resources
California
$40.9M 601,580 +50,983 +9%
GC
83
Guggenheim Capital
Illinois
$39.9M 586,233 -256,665 -30%
UBS Group
84
UBS Group
Switzerland
$39.9M 586,133 +127,789 +28%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$39.3M 578,236 -132,130 -19%
SO
86
STRS Ohio
Ohio
$39.3M 577,908 -12,989 -2%
SMDAM
87
Sumitomo Mitsui DS Asset Management
Japan
$36.8M 541,267 -107,559 -17%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$36.5M 537,006 +1,700 +0.3%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$35.7M 524,948 +6,074 +1%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.1M 516,088 -33,354 -6%
VRS
91
Virginia Retirement Systems
Virginia
$34.7M 510,515 +43,998 +9%
Axa
92
Axa
France
$33.7M 494,698 +336,478 +213%
FMI
93
Factory Mutual Insurance
Massachusetts
$33.6M 494,400 +23,000 +5%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$33M 485,340 +485,340 New
PPA
95
Parametric Portfolio Associates
Washington
$32.3M 474,861 -17,486 -4%
BJ
96
BlackRock Japan
Japan
$32.1M 472,552 +5,584 +1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$31.7M 466,146 -3,120 -0.7%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$30.4M 447,321 +58,653 +15%
MIS
99
Morningstar Investment Services
Illinois
$29.1M 427,760 +42,844 +11%
BA
100
BlackRock Advisors
Delaware
$28.6M 419,889 +188,898 +82%
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4
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