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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$25.5M 360,167 +48,415 +16%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$25.3M 357,162 +62,143 +21%
DCM
103
Donaldson Capital Management
Indiana
$23.9M 337,216 +2,485 +0.7%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$23.8M 336,222 +7,521 +2%
ST
105
Sabal Trust
Florida
$23M 324,528 +6,592 +2%
CCMH
106
Cornerstone Capital Management Holdings
New York
$22.6M 318,935 -20,009 -6%
Stifel Financial
107
Stifel Financial
Missouri
$22.3M 314,609 -522,673 -62%
JCM
108
Janney Capital Management
Pennsylvania
$22.2M 314,115 -12,597 -4%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$22M 310,500 -26,500 -8%
National Pension Service
110
National Pension Service
South Korea
$21.7M 305,974 +21,672 +8%
NFA
111
Nationwide Fund Advisors
Ohio
$21.5M 303,723 -30,570 -9%
Nomura Asset Management
112
Nomura Asset Management
Japan
$20.4M 287,489 -1,864 -0.6%
Citigroup
113
Citigroup
New York
$20M 281,866 +27,357 +11%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$19.4M 273,661 +101,673 +59%
ERSOT
115
Employees Retirement System of Texas
Texas
$19.2M 271,192 +120,400 +80%
Fidelity International
116
Fidelity International
Bermuda
$19M 267,803 +71,770 +37%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$18.9M 266,875 +13,340 +5%
CIM
118
Corda Investment Management
Texas
$18.8M 265,996 +14,873 +6%
BTS
119
BB&T Securities
Virginia
$18.2M 256,697 -3,705 -1%
DSA
120
Davis Selected Advisers
Arizona
$17.9M 252,046 +252 +0.1%
CCP
121
Clough Capital Partners
Massachusetts
$17.5M 255,600 +101,000 +65%
VRS
122
Virginia Retirement Systems
Virginia
$17.3M 244,533 -97,300 -28%
KBC Group
123
KBC Group
Belgium
$17M 240,444 -87,298 -27%
Allianz Asset Management
124
Allianz Asset Management
Germany
$16.7M 235,201 -203,725 -46%
LCP
125
LGT Capital Partners
Switzerland
$16M 225,655 +25,180 +13%
3 4
5
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