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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
Stifel Financial
4
Stifel Financial
Missouri
$60.7M
5
TA
5
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
101
BlackRock Japan
Japan
$36M +$80.7K +1,060 +0.2%
SMDAM
102
Sumitomo Mitsui DS Asset Management
Japan
$33.7M -$4.73M -62,145 -12%
Allianz Asset Management
103
Allianz Asset Management
Germany
$30.9M -$933K -12,253 -3%
KeyBank National Association
104
KeyBank National Association
Ohio
$30.9M +$578K +7,591 +2%
TIAAOA
105
Teachers Insurance & Annuity Association of America
New York
$28.9M -$245K -3,212 -0.8%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28M +$132K +1,731 +0.5%
NFA
107
Nationwide Fund Advisors
Ohio
$27.3M +$3.17M +41,643 +13%
LSV Asset Management
108
LSV Asset Management
Illinois
$26.9M +$3.98M +52,300 +17%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$26.9M -$877K -11,520 -3%
Nomura Asset Management
110
Nomura Asset Management
Japan
$26.1M +$374K +4,905 +1%
JCM
111
Janney Capital Management
Pennsylvania
$25.7M +$53K +696 +0.2%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$25.3M +$217K +2,853 +0.9%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$25M -$381K -5,000 -2%
ST
114
Sabal Trust
Florida
$24.7M +$664K +8,711 +3%
BA
115
BlackRock Advisors
Delaware
$23.8M -$13.9M -182,126 -37%
DCM
116
Donaldson Capital Management
Indiana
$23.5M +$1.27M +16,613 +6%
AAM
117
Aberdeen Asset Management
United Kingdom
$23.4M -$156K -2,050 -0.7%
CCMH
118
Cornerstone Capital Management Holdings
New York
$22.2M -$1.07M -14,033 -5%
ACI
119
AMP Capital Investors
Australia
$21.8M -$1.21M -16,046 -5%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$21M +$19.5M +256,149 +1,329%
Aviva
121
Aviva
United Kingdom
$20.1M +$3.34M +43,801 +20%
Credit Agricole
122
Credit Agricole
France
$19.3M +$4.2M +55,141 +28%
First Trust Advisors
123
First Trust Advisors
Illinois
$18.7M +$2.51M +32,978 +16%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$18.4M -$953K -12,513 -5%
National Pension Service
125
National Pension Service
South Korea
$17.8M +$2.41M +31,627 +16%
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5
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