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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$452M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.7B
5
LCM
5
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$156M
2
Cohen & Steers
2
Cohen & Steers
New York
$533M
3
IG
3
ING Group
Netherlands
$0
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
BG
5
Bahl & Gaynor
Ohio
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
FMI
76
Factory Mutual Insurance
Massachusetts
$40.5M 584,400 +90,000 +18%
American Century Companies
77
American Century Companies
Missouri
$40.4M 583,232 -1,110,236 -66%
SO
78
STRS Ohio
Ohio
$39.5M 570,311 -7,597 -1%
UBS Group
79
UBS Group
Switzerland
$39.4M 568,301 -17,832 -3%
Millennium Management
80
Millennium Management
New York
$39.1M 563,401 -180,638 -24%
Franklin Resources
81
Franklin Resources
California
$37.9M 546,480 -55,100 -9%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$37.6M 542,945 +17,997 +3%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$36.3M 523,706 -13,300 -2%
GC
84
Guggenheim Capital
Illinois
$36.1M 520,248 -65,985 -11%
JHIU
85
Janus Henderson Investors US
Colorado
$35.6M 512,974 -686,111 -57%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$35.2M 507,044 +21,704 +4%
PPA
87
Parametric Portfolio Associates
Washington
$35.1M 506,685 +31,824 +7%
SMDAM
88
Sumitomo Mitsui DS Asset Management
Japan
$35M 504,570 -36,697 -7%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.9M 503,501 -12,587 -2%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$34.3M 494,148 +46,827 +10%
BA
91
BlackRock Advisors
Delaware
$34.3M 494,027 +74,138 +18%
MIS
92
Morningstar Investment Services
Illinois
$33.7M 486,680 +58,920 +14%
VRS
93
Virginia Retirement System
Virginia
$33.3M 480,371 +480,371 New
BJ
94
BlackRock Japan
Japan
$32.7M 471,293 -1,259 -0.3%
AQR Capital Management
95
AQR Capital Management
Connecticut
$31.9M 460,437 +50,688 +12%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$31.1M 449,156 -16,990 -4%
Barclays
97
Barclays
United Kingdom
$30.1M 435,694 +22,393 +5%
VAM
98
Veritas Asset Management
United Kingdom
$29.7M 428,300 +428,300 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$29M 417,811 +417,811 New
KeyBank National Association
100
KeyBank National Association
Ohio
$27.6M 397,744 +19,265 +5%
2 3
4
5 6