WELL icon

Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$140M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
3
State Street
State Street
Massachusetts
$1.58B
4
Morgan Stanley
Morgan Stanley
New York
$409M
5
AIM
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
Deutsche Bank
Germany
$161M
4
Invesco
Invesco
Georgia
$420M
5
NIPH
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
126
National Pension Service
South Korea
$19.1M +$1.56M +20,921 +9%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$18.1M +$1.19M +15,913 +7%
Barclays
128
Barclays
United Kingdom
$17.5M -$20.3M -270,848 -54%
BSA
129
Braun Stacey Associates
New York
$16.9M +$7.13M +95,325 +73%
CIM
130
Corda Investment Management
Texas
$16.9M -$432K -5,705 -2%
AAF
131
Andra AP-fonden
Sweden
$16.6M -$523K -7,000 -3%
TU
132
TDAM USA
Ontario, Canada
$16.4M -$225K -3,014 -1%
KBC Group
133
KBC Group
Belgium
$15.7M +$1.76M +23,533 +13%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$15.5M +$2.05M +27,407 +15%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$15.5M -$388K -5,190 -2%
DSA
136
Davis Selected Advisers
Arizona
$15.3M +$75 +1 +0%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$15.2M -$65.3K -873 -0.4%
SCM
138
Stevens Capital Management
Pennsylvania
$14.7M +$13.2M +176,746 +902%
KWILP
139
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.4M -$2.8M -37,498 -16%
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$14.2M -$732K -9,784 -5%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$13.8M -$172K -2,300 -1%
APG Asset Management
142
APG Asset Management
Netherlands
$13.8M +$5.59M +74,800 +68%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$13.5M -$73K -976 -0.5%
BREA
144
Barings Real Estate Advisers
Connecticut
$13.3M -$3.24M -43,392 -20%
ECM
145
EII Capital Management
New York
$13.2M +$1.92M +25,700 +17%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$12.9M -$2.93M -39,199 -19%
Fidelity International
147
Fidelity International
Bermuda
$12.9M +$4.49M +60,090 +54%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$12.7M +$225K +3,011 +2%
GCA
149
GSI Capital Advisors
California
$12.7M -$688K -9,200 -5%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$12.2M -$2.64M -35,255 -18%
4 5
6
7 8