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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
2
Cohen & Steers
New York
$125M
3
Bank of America
3
Bank of America
North Carolina
$373M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
76
AQR Capital Management
Connecticut
$39M 555,220 +27,373 +5%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$38.8M 552,320 +640 +0.1%
PP
78
Prudential plc
United Kingdom
$38.5M 548,124 – –
PS
79
Presima Securities
Quebec, Canada
$38.5M 547,700 +31,700 +6%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$38.5M 547,390 +710 +0.1%
FMI
81
Factory Mutual Insurance
Massachusetts
$38.4M 547,000 -29,000 -5%
UBS Group
82
UBS Group
Switzerland
$38.2M 544,207 -49,065 -8%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$37.4M 532,777 +50,455 +10%
WBC
84
Westpac Banking Corp
Australia
$37.4M 532,385 +23,852 +5%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$37M 525,806 +3,200 +0.6%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$36M 512,006 +2,800 +0.5%
SAM
87
Securian Asset Management
Minnesota
$34.1M 485,170 +62,665 +15%
Canada Life
88
Canada Life
Manitoba, Canada
$33.7M 478,363 +6,438 +1%
WRF
89
Waddell & Reed Financial
Kansas
$33.6M 478,100 +478,100 New
Citigroup
90
Citigroup
New York
$33.2M 472,799 +64,662 +16%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$32.9M 467,626 +28,259 +6%
MHI
92
Miller Howard Investments
New York
$32.7M 464,997 -11,695 -2%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$30.6M 435,022 +73,601 +20%
Franklin Resources
94
Franklin Resources
California
$30.5M 433,375 -19,170 -4%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$29.2M 415,823 +37,546 +10%
KeyBank National Association
96
KeyBank National Association
Ohio
$28.6M 407,238 -2,773 -0.7%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6M 406,344 +19,844 +5%
Axa
98
Axa
France
$27.9M 396,339 +127,672 +48%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$27.2M 387,315 -77,570 -17%
TIAAOA
100
Teachers Insurance & Annuity Association of America
New York
$25.7M 365,663 -1,326 -0.4%
2 3
4
5 6