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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
LIMS
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
Principal Financial Group
Iowa
$452M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.7B
5
LCM
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$156M
2
Cohen & Steers
Cohen & Steers
New York
$533M
3
IG
ING Group
Netherlands
$0
4
HRES
Heitman Real Estate Securities
Illinois
$105M
5
BG
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$15.5M +$318K +4,581 +2%
Lord, Abbett & Co
127
Lord, Abbett & Co
New Jersey
$15.3M -$485K -7,000 -3%
Aviva
128
Aviva
United Kingdom
$15.3M +$1.03M +14,872 +7%
TU
129
TDAM USA
Ontario, Canada
$14.8M +$1.36M +19,625 +10%
First Trust Advisors
130
First Trust Advisors
Illinois
$14.7M -$9.5M -136,962 -39%
HEIP
131
Hudson Edge Investment Partners
New Jersey
$14.7M +$14.7M +212,190 New
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$14.7M -$177K -2,556 -1%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$14.7M -$1.6M -23,115 -10%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$14.5M +$173K +2,489 +1%
DSA
135
Davis Selected Advisers
Arizona
$14.1M +$14.1M +203,829 New
LCP
136
LGT Capital Partners
Switzerland
$14.1M +$481K +6,940 +4%
National Pension Service
137
National Pension Service
South Korea
$14M +$570K +8,214 +4%
ESCM
138
Echo Street Capital Management
New York
$13.9M +$7.53M +108,632 +118%
DDPIC
139
Deroy & Devereaux Private Investment Counsel
Michigan
$13.9M -$146K -2,102 -1%
Credit Agricole
140
Credit Agricole
France
$13.7M -$560K -8,079 -4%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$13.3M -$5.48M -79,027 -29%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$13M +$2.42M +34,901 +23%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$12.5M -$264K -3,812 -2%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$12.4M +$224K +3,236 +2%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$12.3M -$1.27M -18,249 -9%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$12.3M +$7.86M +113,400 +179%
ASRS
147
Arizona State Retirement System
Arizona
$12M +$284K +4,100 +2%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$11.9M -$70.9M -1,111,127 -86%
BTS
149
BB&T Securities
Virginia
$11.9M +$4.07M +58,647 +52%
ECM
150
EII Capital Management
New York
$11.8M -$2.01M -29,008 -15%
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