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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
2
Invesco
Invesco
Georgia
$536M
3
Deutsche Bank
Deutsche Bank
Germany
$334M
4
Stifel Financial
Stifel Financial
Missouri
$60.7M
5
TA
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$17.7M +$11.4M +149,447 +179%
Citadel Advisors
127
Citadel Advisors
Florida
$17.7M +$15.9M +209,180 +903%
BTS
128
BB&T Securities
Virginia
$17.5M +$4.46M +58,551 +34%
KWILP
129
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.5M +$8.14M +106,853 +87%
AAF
130
Andra AP-fonden
Sweden
$17.4M +$198K +2,600 +1%
CIM
131
Corda Investment Management
Texas
$17.4M -$154K -2,024 -0.9%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$17.3M +$1.36M +17,911 +9%
LCP
133
LGT Capital Partners
Switzerland
$17M +$1.51M +19,850 +10%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$16.9M +$5.21M +68,400 +44%
TU
135
TDAM USA
Ontario, Canada
$16.9M +$648K +8,510 +4%
BREA
136
Barings Real Estate Advisers
Connecticut
$16.8M +$5.15M +67,640 +44%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$16.2M +$3.48M +45,690 +27%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$16.1M -$13.3K -174 -0.1%
DSA
139
Davis Selected Advisers
Arizona
$15.5M +$21.6K +283 +0.1%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$15.5M -$606K -7,956 -4%
DDPIC
141
Deroy & Devereaux Private Investment Counsel
Michigan
$15.2M -$13K -171 -0.1%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$15.1M -$1.96M -25,706 -11%
KBC Group
143
KBC Group
Belgium
$14.2M +$6.1M +80,150 +75%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$13.9M +$175K +2,297 +1%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$13.7M +$74.2K +974 +0.5%
GCA
146
GSI Capital Advisors
California
$13.6M +$1.54M +20,200 +13%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$12.9M +$20.7K +300 +0.2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$12.7M -$1.57M -20,559 -11%
AIG
149
American International Group
New York
$12.4M -$445K -5,847 -3%
FRAF
150
Första AP-fonden
Sweden
$11.8M +$11.8M +154,600 New
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