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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
2
Cohen & Steers
New York
$125M
3
Bank of America
3
Bank of America
North Carolina
$373M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
101
National Pension Service
South Korea
$25.1M +$1.01M +14,310 +4%
Macquarie Group
102
Macquarie Group
Australia
$25M -$25.4M -361,870 -50%
Fidelity International
103
Fidelity International
Bermuda
$24.6M +$2.12M +30,171 +9%
CCMH
104
Cornerstone Capital Management Holdings
New York
$24.4M +$3.26M +46,346 +15%
DCM
105
Donaldson Capital Management
Indiana
$24.4M +$764K +10,877 +3%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$24.2M +$323K +4,599 +1%
ST
107
Sabal Trust
Florida
$24.1M +$668K +9,502 +3%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$24M +$2.01M +28,501 +9%
Stifel Financial
109
Stifel Financial
Missouri
$22.7M +$1.36M +19,352 +6%
BTS
110
BB&T Securities
Virginia
$22.2M +$752K +10,694 +4%
JCM
111
Janney Capital Management
Pennsylvania
$21.2M -$447K -6,360 -2%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$21.1M – – –
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$20.5M +$12.5M +178,403 +157%
CIM
114
Corda Investment Management
Texas
$20M +$1.34M +19,044 +7%
VRS
115
Virginia Retirement Systems
Virginia
$19.3M +$773K +11,000 +4%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$19.3M -$1.56M -22,202 -7%
TG
117
TCW Group
California
$18.6M -$12M -170,400 -39%
Nomura Asset Management
118
Nomura Asset Management
Japan
$18.3M -$2.22M -31,527 -11%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$18.3M -$117K -1,663 -0.6%
DSA
120
Davis Selected Advisers
Arizona
$17.7M -$23.9K -340 -0.1%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$17.5M +$11.9M +169,584 +214%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$17M +$692K +9,840 +4%
ERSOT
123
Employees Retirement System of Texas
Texas
$16.5M – – –
Aviva
124
Aviva
United Kingdom
$16.4M +$175K +2,490 +1%
SOADOR
125
State of Alaska Department of Revenue
Alaska
$16.4M +$6.44M +91,650 +65%
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5
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