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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$497M
2
BC
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$575M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$781M
2
AAMU
APG Asset Management US
New York
$0
3
SAMC
Shinko Asset Management Company
Japan
$268M
4
Invesco
Invesco
Georgia
$312M
5
JHIU
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$16M -$88.6K -1,302 -0.6%
Lord, Abbett & Co
127
Lord, Abbett & Co
New Jersey
$15.5M -$27.8M -409,081 -64%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$14.9M +$14.9M +219,604 New
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$14.6M +$14.6M +214,424 New
Natixis Advisors
130
Natixis Advisors
Massachusetts
$14M +$3.21M +47,168 +30%
Credit Agricole
131
Credit Agricole
France
$14M +$4.32M +63,524 +45%
Aviva
132
Aviva
United Kingdom
$14M +$1.15M +16,954 +9%
CIM
133
Corda Investment Management
Texas
$13.9M +$1.93M +28,415 +16%
DDPIC
134
Deroy & Devereaux Private Investment Counsel
Michigan
$13.8M -$203K -2,984 -1%
ProShare Advisors
135
ProShare Advisors
Maryland
$13.7M +$1.26M +18,495 +10%
ECM
136
EII Capital Management
New York
$13.5M -$14.2M -209,192 -51%
LCP
137
LGT Capital Partners
Switzerland
$13.4M +$1.25M +18,400 +10%
SOADOR
138
State of Alaska Department of Revenue
Alaska
$13.3M +$1.89M +27,719 +16%
National Pension Service
139
National Pension Service
South Korea
$13.2M +$378K +5,549 +3%
TU
140
TDAM USA
Ontario, Canada
$13.2M +$13.2M +193,626 New
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$12.5M -$1.02M -14,997 -8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$11.9M +$2.56M +37,701 +27%
RIM
143
Ranger International Management
Illinois
$11.8M -$3.69M -54,200 -24%
AIG
144
American International Group
New York
$11.5M +$497K +7,311 +5%
ASRS
145
Arizona State Retirement System
Arizona
$11.5M +$2.87M +42,200 +33%
AAM
146
Advisors Asset Management
Colorado
$10.9M +$31.7K +466 +0.3%
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$10.6M +$878K +12,909 +9%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$10.4M -$4.86M -71,388 -32%
Caisse de Depot et Placement du Quebec (CDPQ)
149
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.2M -$340K -5,000 -3%
LPL Financial
150
LPL Financial
California
$10M +$4.73M +67,631 +90%
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