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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
Stifel Financial
4
Stifel Financial
Missouri
$60.7M
5
TA
5
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
OAC
76
OMERS Administration Corp
Ontario, Canada
$46.3M 608,100 -339,300 -36%
Macquarie Group
77
Macquarie Group
Australia
$45.5M 597,754 +235,005 +65%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$43.8M 575,396 +126,240 +28%
SO
79
STRS Ohio
Ohio
$43.4M 569,990 -321 -0.1%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$43.3M 568,368 -112,301 -16%
PPA
81
Parametric Portfolio Associates
Washington
$42.8M 561,735 +55,050 +11%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$42.3M 555,608 +12,663 +2%
UBS Group
83
UBS Group
Switzerland
$42.2M 554,565 -13,736 -2%
JHIU
84
Janus Henderson Investors US
Colorado
$41.8M 549,168 +36,194 +7%
WBC
85
Westpac Banking Corp
Australia
$41.8M 584,986 -159,555 -21%
GC
86
Guggenheim Capital
Illinois
$41.7M 547,307 +27,059 +5%
FMI
87
Factory Mutual Insurance
Massachusetts
$41.4M 543,000 -41,400 -7%
Canada Life
88
Canada Life
Manitoba, Canada
$40.6M 534,177 +244,423 +84%
Franklin Resources
89
Franklin Resources
California
$40.5M 531,747 -14,733 -3%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$40.4M 530,706 +7,000 +1%
VAM
91
Veritas Asset Management
United Kingdom
$40.2M 528,300 +100,000 +23%
TG
92
TCW Group
California
$39.7M 520,951 -225,917 -30%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$39.7M 520,621 +13,577 +3%
DPIM
94
Duff & Phelps Investment Management
Illinois
$39M 512,566 +219,800 +75%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$39M 512,517 +9,016 +2%
Barclays
96
Barclays
United Kingdom
$38.5M 505,109 +69,415 +16%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$38.3M 502,337 +310,893 +162%
AQR Capital Management
98
AQR Capital Management
Connecticut
$37.6M 493,933 +33,496 +7%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$37.5M 491,870 -2,278 -0.5%
VRS
100
Virginia Retirement Systems
Virginia
$37.1M 486,833 +486,833 New
2 3
4
5 6