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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$39.8M 623,906 +52,841 +9%
USAA
77
United Services Automobile Association
Texas
$38.6M 605,937 +5,422 +0.9%
AQR Capital Management
78
AQR Capital Management
Connecticut
$38.2M 598,243 +43,023 +8%
American Century Companies
79
American Century Companies
Missouri
$37.4M 585,965 -108,859 -16%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.3M 584,680 +9,241 +2%
PS
81
Presima Securities
Quebec, Canada
$36.4M 571,100 +23,400 +4%
UBS Group
82
UBS Group
Switzerland
$36.2M 567,739 +23,532 +4%
PP
83
Prudential plc
United Kingdom
$35M 548,124 – –
FMI
84
Factory Mutual Insurance
Massachusetts
$34.9M 547,000 – –
TD Asset Management
85
TD Asset Management
Ontario, Canada
$34.7M 544,791 -2,599 -0.5%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$34.1M 534,659 -17,661 -3%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$33.7M 524,883 -7,894 -1%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$33.6M 526,506 +700 +0.1%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$32.7M 512,006 – –
WBC
90
Westpac Banking Corp
Australia
$32M 501,082 -31,303 -6%
Canada Life
91
Canada Life
Manitoba, Canada
$31.3M 490,487 +12,124 +3%
SAM
92
Securian Asset Management
Minnesota
$30.3M 475,745 -9,425 -2%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$30M 470,368 +2,742 +0.6%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$29.7M 465,170 +452,420 +3,548%
Allianz Asset Management
95
Allianz Asset Management
Germany
$29.6M 464,711 +291,902 +169%
Citigroup
96
Citigroup
New York
$27.1M 424,891 -47,908 -10%
Millennium Management
97
Millennium Management
New York
$26.5M 415,694 +415,694 New
Franklin Resources
98
Franklin Resources
California
$26.3M 412,225 -21,150 -5%
Aviva
99
Aviva
United Kingdom
$25.9M 405,644 +172,555 +74%
TIAAOA
100
Teachers Insurance & Annuity Association of America
New York
$25.6M 401,236 +35,573 +10%
2 3
4
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