WELL icon

Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.3M 565,211 -1,537 -0.3%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$41.3M 551,680 -6,290 -1%
PP
78
Prudential plc
United Kingdom
$41M 548,124 – –
TD Asset Management
79
TD Asset Management
Ontario, Canada
$40.9M 546,680 -13,358 -2%
AAM
80
Aberdeen Asset Management
United Kingdom
$39.8M 531,624 -110,652 -17%
AQR Capital Management
81
AQR Capital Management
Connecticut
$39.5M 527,847 +13,698 +3%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$39.1M 522,606 +1,300 +0.2%
PS
83
Presima Securities
Quebec, Canada
$38.6M 516,000 -188,000 -27%
Barclays
84
Barclays
United Kingdom
$38.2M 510,318 +114,649 +29%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$38.1M 509,206 +65,300 +15%
WBC
86
Westpac Banking Corp
Australia
$38.1M 508,533 -158,101 -24%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$36.1M 482,322 -48,425 -9%
MHI
88
Miller Howard Investments
New York
$35.7M 476,692 -10,621 -2%
Canada Life
89
Canada Life
Manitoba, Canada
$35.3M 471,925 -32,661 -6%
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$34.8M 464,885 -234,665 -34%
Franklin Resources
91
Franklin Resources
California
$33.9M 452,545 +47,758 +12%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$32.9M 439,367 +79,200 +22%
TG
93
TCW Group
California
$32.6M 435,089 -3,211 -0.7%
SAM
94
Securian Asset Management
Minnesota
$31.6M 422,505 -16,987 -4%
ATN
95
AMF Tjänstepension
Sweden
$31.4M 443,004 – –
KeyBank National Association
96
KeyBank National Association
Ohio
$30.7M 410,011 +2,995 +0.7%
Citigroup
97
Citigroup
New York
$30.5M 408,137 +126,271 +45%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9M 386,500 +15,392 +4%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$28.3M 378,277 -26,710 -7%
TIAAOA
100
Teachers Insurance & Annuity Association of America
New York
$27.5M 366,989 -7,361 -2%
2 3
4
5 6