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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$28.1M 413,301 +8,797 +2%
AQR Capital Management
102
AQR Capital Management
Connecticut
$27.9M 409,749 -1,852 -0.4%
TIAAOA
103
Teachers Insurance & Annuity Association of America
New York
$25.9M 380,157 -322,948 -46%
KeyBank National Association
104
KeyBank National Association
Ohio
$25.7M 378,479 +74 +0%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$25.5M 374,347 -2,650 -0.7%
NFA
106
Nationwide Fund Advisors
Ohio
$25.2M 370,149 +230,345 +165%
First Trust Advisors
107
First Trust Advisors
Illinois
$23.8M 349,411 +103,081 +42%
CCMH
108
Cornerstone Capital Management Holdings
New York
$23M 337,529 -19,124 -5%
AAM
109
Aberdeen Asset Management
United Kingdom
$22.9M 322,966 +14,481 +5%
JCM
110
Janney Capital Management
Pennsylvania
$22.6M 331,639 -6,369 -2%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$22.5M 331,248 +4,901 +2%
HI
112
Honeywell International
North Carolina
$22M 323,855 – –
ST
113
Sabal Trust
Florida
$21M 308,863 +3,924 +1%
ACI
114
AMP Capital Investors
Australia
$20.8M 304,995 +304,995 New
Nomura Asset Management
115
Nomura Asset Management
Japan
$20.3M 299,115 +16,834 +6%
DCM
116
Donaldson Capital Management
Indiana
$19.3M 283,411 -1,634 -0.6%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$18.4M 270,471 +65,038 +32%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$18.1M 265,500 +55,000 +26%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$18M 265,003 -93,676 -26%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$17.9M 263,802 -8,126 -3%
Canada Life
121
Canada Life
Manitoba, Canada
$17.3M 253,836 +57,860 +30%
CA
122
Commerzbank Aktiengesellschaft
Germany
$16.6M 243,865 +234,140 +2,408%
AAF
123
Andra AP-fonden
Sweden
$16.6M 243,700 +144,600 +146%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$16.5M 243,094 +30,300 +14%
ERSOT
125
Employees Retirement System of Texas
Texas
$16.2M 238,584 -39,743 -14%
3 4
5
6 7