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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$452M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.7B
5
LCM
5
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$156M
2
Cohen & Steers
2
Cohen & Steers
New York
$533M
3
IG
3
ING Group
Netherlands
$0
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
BG
5
Bahl & Gaynor
Ohio
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
101
Riverhead Capital Management
Delaware
$27.5M 396,756 -210,031 -35%
Axa
102
Axa
France
$26.9M 387,312 -107,386 -22%
TIAAOA
103
Teachers Insurance & Annuity Association of America
New York
$26.6M 383,049 +2,892 +0.8%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$25.3M 364,807 -9,540 -3%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.2M 365,378 -6,967 -2%
Macquarie Group
106
Macquarie Group
Australia
$25.2M 362,749 -289,485 -44%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$24.2M 349,434 +193,714 +124%
Nomura Asset Management
108
Nomura Asset Management
Japan
$23.4M 337,786 +38,671 +13%
JCM
109
Janney Capital Management
Pennsylvania
$23.4M 336,961 +5,322 +2%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$23.1M 333,000 +67,500 +25%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$22.8M 329,192 -2,056 -0.6%
NFA
112
Nationwide Fund Advisors
Ohio
$21.9M 316,193 -53,956 -15%
AAM
113
Aberdeen Asset Management
United Kingdom
$21.5M 309,411 -13,555 -4%
CCMH
114
Cornerstone Capital Management Holdings
New York
$21.2M 305,920 -31,609 -9%
ST
115
Sabal Trust
Florida
$21.2M 315,451 +6,588 +2%
ACI
116
AMP Capital Investors
Australia
$21M 305,095 +100 +0%
LSV Asset Management
117
LSV Asset Management
Illinois
$20.9M 301,400 +301,400 New
DPIM
118
Duff & Phelps Investment Management
Illinois
$20.3M 292,766 +229,225 +361%
DCM
119
Donaldson Capital Management
Indiana
$20.3M 292,037 +8,626 +3%
Canada Life
120
Canada Life
Manitoba, Canada
$20.1M 289,754 +35,918 +14%
GA
121
GRS Advisors
Illinois
$17.7M 255,700 +255,700 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$17.6M 254,402 -9,400 -4%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$17.2M 263,487 +208,761 +381%
CIM
124
Corda Investment Management
Texas
$16M 230,487 +26,182 +13%
AAF
125
Andra AP-fonden
Sweden
$15.7M 226,000 -17,700 -7%
3 4
5
6 7