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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$27.1M +$319K +4,259 +1%
NIPH
102
NN Investment Partners Holdings
Netherlands
$26.4M +$11.4M +152,393 +76%
National Pension Service
103
National Pension Service
South Korea
$25.4M +$2.61M +35,028 +11%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$25.4M +$215K +2,879 +0.9%
DCM
105
Donaldson Capital Management
Indiana
$25.2M -$48.4K -646 -0.2%
ST
106
Sabal Trust
Florida
$25M +$660K +8,815 +3%
Fidelity International
107
Fidelity International
Bermuda
$24M +$3.92M +52,356 +20%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$23.2M -$5.1M -68,517 -18%
JCM
109
Janney Capital Management
Pennsylvania
$23M -$507K -6,767 -2%
BTS
110
BB&T Securities
Virginia
$22.8M +$3.58M +47,836 +19%
Stifel Financial
111
Stifel Financial
Missouri
$22.6M -$878K -11,760 -4%
CCMH
112
Cornerstone Capital Management Holdings
New York
$22.5M -$1.32M -17,683 -6%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$22.5M -$749K -10,000 -3%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$22.2M +$5.44M +72,681 +32%
Nomura Asset Management
115
Nomura Asset Management
Japan
$21.8M +$309K +4,132 +1%
Axa
116
Axa
France
$20.1M -$12.7M -169,892 -39%
CIM
117
Corda Investment Management
Texas
$19.8M -$73K -975 -0.4%
VRS
118
Virginia Retirement Systems
Virginia
$19.8M +$1.47M +19,700 +8%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$19.6M -$397K -5,303 -2%
DSA
120
Davis Selected Advisers
Arizona
$18.9M +$63.4K +847 +0.3%
NFA
121
Nationwide Fund Advisors
Ohio
$18.8M -$3.95M -52,717 -17%
ERSOT
122
Employees Retirement System of Texas
Texas
$17.6M -$2.71M -36,192 -13%
LCP
123
LGT Capital Partners
Switzerland
$17.4M +$541K +7,230 +3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$17.4M +$680K +9,091 +4%
Aviva
125
Aviva
United Kingdom
$17.3M +$434K +5,800 +3%
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5
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