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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$15.2M +$2.26M +33,334 +17%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$14.4M +$5.11M +75,494 +55%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$14.3M +$5.42M +80,000 +61%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$13.9M +$4.09M +60,409 +42%
DDPIC
130
Deroy & Devereaux Private Investment Counsel
Michigan
$13.9M +$112K +1,650 +0.8%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$13.4M -$194K -2,868 -1%
Canada Life
132
Canada Life
Manitoba, Canada
$13.2M +$1.5M +22,215 +13%
DSA
133
Davis Selected Advisers
Arizona
$13.2M -$91.4K -1,350 -0.7%
National Pension Service
134
National Pension Service
South Korea
$12.8M +$2.7M +39,867 +27%
Aviva
135
Aviva
United Kingdom
$12.8M +$638K +9,415 +5%
ProShare Advisors
136
ProShare Advisors
Maryland
$12.4M -$963K -14,218 -7%
LCP
137
LGT Capital Partners
Switzerland
$12.1M -$183K -2,700 -1%
CIM
138
Corda Investment Management
Texas
$11.9M -$761K -11,242 -6%
WG
139
Winton Group
United Kingdom
$11.6M +$9.61M +141,846 +473%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$11.4M +$1.39M +20,460 +14%
AIG
141
American International Group
New York
$11M -$776K -11,460 -7%
AAM
142
Advisors Asset Management
Colorado
$10.9M -$514K -7,589 -5%
Citigroup
143
Citigroup
New York
$10.8M +$3.69M +54,421 +52%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$10.7M +$310K +4,599 +3%
Axa
145
Axa
France
$10.7M -$4.91M -72,462 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.5M +$81.3K +1,200 +0.8%
Point72 Asset Management
147
Point72 Asset Management
Connecticut
$10.5M +$10.5M +155,200 New
CC
148
Cannell & Co
New York
$9.75M +$1.22M +18,055 +14%
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
$9.67M -$30.5M -450,938 -76%
Credit Agricole
150
Credit Agricole
France
$9.65M -$662K -9,773 -6%
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