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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
126
Credit Agricole
France
$16.2M -$1.58M -20,441 -9%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$15.7M +$301K +3,893 +2%
GMIM
128
General Motors Investment Management
New York
$15.5M +$355K +4,588 +2%
CIM
129
Corda Investment Management
Texas
$15M -$297K -3,834 -2%
Nomura Asset Management
130
Nomura Asset Management
Japan
$14.7M +$2.01M +25,958 +16%
GA
131
GRS Advisors
Illinois
$14.5M +$14.5M +187,800 New
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$14.4M +$2.44M +31,521 +20%
Aviva
133
Aviva
United Kingdom
$14.3M +$4.47M +57,766 +46%
AAM
134
Advisors Asset Management
Colorado
$14M -$1.87M -24,132 -12%
PAMU
135
Pictet Asset Management (UK)
United Kingdom
$13.9M +$771K +10,700 +6%
GCA
136
GSI Capital Advisors
California
$13.8M -$1.66M -21,400 -11%
B
137
Baird
Wisconsin
$13.6M -$6.87M -88,809 -34%
AIG
138
American International Group
New York
$13.4M +$734K +9,483 +6%
APG Asset Management
139
APG Asset Management
Netherlands
$13.1M -$16.7M -215,661 -56%
Canada Life
140
Canada Life
Manitoba, Canada
$13.1M -$54.1K -701 -0.4%
SOADOR
141
State of Alaska Department of Revenue
Alaska
$13M +$106K +1,370 +0.8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$12.6M +$811K +10,489 +7%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$12.5M +$9.28M +119,900 +292%
DDPIC
144
Deroy & Devereaux Private Investment Counsel
Michigan
$12.4M -$142K -1,834 -1%
CM
145
Churchill Management
California
$12.3M +$2.08M +26,885 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.9M -$371K -4,800 -3%
BREA
147
Barings Real Estate Advisers
Connecticut
$11.7M +$3.97M +51,321 +51%
LCP
148
LGT Capital Partners
Switzerland
$11.5M -$1.95M -25,230 -14%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$11.5M +$1.36M +17,627 +13%
CS
150
Candriam SCA
Luxembourg
$11.4M +$10.6M +137,448 +1,486%
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