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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
101
Duff & Phelps Investment Management
Illinois
$32.3M -$6.03M -80,667 -16%
Allianz Asset Management
102
Allianz Asset Management
Germany
$31.9M +$1.44M +19,128 +5%
KeyBank National Association
103
KeyBank National Association
Ohio
$30.7M +$346K +4,621 +1%
TIAAOA
104
Teachers Insurance & Annuity Association of America
New York
$28.1M -$310K -4,140 -1%
CCMH
105
Cornerstone Capital Management Holdings
New York
$27.3M +$5.52M +73,840 +25%
NFA
106
Nationwide Fund Advisors
Ohio
$26.9M +$137K +1,837 +0.5%
LSV Asset Management
107
LSV Asset Management
Illinois
$26.8M +$329K +4,400 +1%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.7M -$755K -10,096 -3%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$26.3M +$1.79M +24,000 +7%
Citadel Advisors
110
Citadel Advisors
Florida
$26.1M +$8.77M +117,275 +50%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$25.9M -$516K -6,900 -2%
JCM
112
Janney Capital Management
Pennsylvania
$25.3M +$62.1K +831 +0.2%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$24.3M -$482K -6,448 -2%
DCM
114
Donaldson Capital Management
Indiana
$24M +$971K +12,991 +4%
Credit Agricole
115
Credit Agricole
France
$23.8M +$4.89M +65,396 +26%
ST
116
Sabal Trust
Florida
$23.6M -$670K -8,961 -3%
BA
117
BlackRock Advisors
Delaware
$23.5M +$220K +2,936 +0.9%
First Trust Advisors
118
First Trust Advisors
Illinois
$23.4M +$5.06M +67,654 +28%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$22.7M -$14.8M -198,205 -39%
Nomura Asset Management
120
Nomura Asset Management
Japan
$21.9M -$3.74M -49,962 -15%
ACI
121
AMP Capital Investors
Australia
$21.6M -$340K -4,485 -2%
Aviva
122
Aviva
United Kingdom
$21.4M +$1.65M +22,098 +8%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$19.7M -$877K -11,724 -4%
LCP
124
LGT Capital Partners
Switzerland
$19.4M +$2.66M +35,520 +16%
BTS
125
BB&T Securities
Virginia
$19.3M +$2.11M +28,192 +12%
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5
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