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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$17M +$731K +10,925 +5%
DSA
127
Davis Selected Advisers
Arizona
$16.9M +$3.19M +47,681 +23%
CIM
128
Corda Investment Management
Texas
$16.8M +$1.9M +28,365 +13%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$16.3M -$1.33M -19,860 -8%
TU
130
TDAM USA
Ontario, Canada
$14.7M +$72.7K +1,086 +0.5%
Barclays
131
Barclays
United Kingdom
$14.2M -$1.51M -22,537 -10%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$14M +$189K +2,820 +1%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$13.9M +$4.95M +74,002 +55%
BREA
134
Barings Real Estate Advisers
Connecticut
$13.9M +$2M +29,860 +17%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$13.8M -$2.49M -37,162 -15%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$13.4M -$141K -2,107 -1%
LCP
137
LGT Capital Partners
Switzerland
$13.4M -$3.91M -58,490 -23%
DPIM
138
Duff & Phelps Investment Management
Illinois
$13.4M -$15.5M -231,640 -54%
KWILP
139
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.2M +$319K +4,759 +2%
Fidelity International
140
Fidelity International
Bermuda
$13.1M +$1.61M +23,991 +14%
DDPIC
141
Deroy & Devereaux Private Investment Counsel
Michigan
$12.9M +$139K +2,070 +1%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$12.3M +$905K +13,517 +8%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$12.1M -$241K -3,600 -2%
ECM
144
EII Capital Management
New York
$12M +$201K +3,000 +2%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$12M +$460K +6,881 +4%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$11.8M -$279K -4,170 -2%
BCIM
147
British Columbia Investment Management
British Columbia, Canada
$11.5M -$2.36M -35,272 -17%
BSA
148
Braun Stacey Associates
New York
$11.3M -$3.81M -56,910 -25%
DL
149
Delta Lloyd
Netherlands
$11.2M +$4.24M +63,305 +60%
FRAF
150
Första AP-fonden
Sweden
$10.7M +$1.41M +21,000 +15%
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