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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oppenheimer Asset Management
New York
$16.4M +$241K +3,215 +1%
TU
127
TDAM USA
Ontario, Canada
$16.1M -$669K -8,973 -4%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$15.3M +$744K +9,945 +5%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$15M -$31K -414 -0.2%
Allianz Asset Management
130
Allianz Asset Management
Germany
$14.9M -$2.72M -36,355 -15%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$14.8M +$9.02M +120,488 +156%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$14.6M -$202K -2,703 -1%
GFPC
133
Global Financial Private Capital
Florida
$14.5M +$14.5M +194,097 New
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$14.5M -$464K -6,400 -3%
SG Americas Securities
135
SG Americas Securities
New York
$14.3M +$10.5M +140,891 +277%
BCIM
136
British Columbia Investment Management
British Columbia, Canada
$14.2M -$6.29M -83,968 -31%
DDPIC
137
Deroy & Devereaux Private Investment Counsel
Michigan
$14.1M +$43K +575 +0.3%
DPIM
138
Duff & Phelps Investment Management
Illinois
$13.9M -$1.03M -13,750 -7%
DL
139
Delta Lloyd
Netherlands
$13.8M +$1.58M +21,161 +13%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$13.5M -$2.02K -27 -0%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$13.3M -$140K -1,867 -1%
Retirement Systems of Alabama
142
Retirement Systems of Alabama
Alabama
$13.3M +$171K +2,284 +1%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$13M -$22.4M -299,634 -63%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$12.8M +$599 +8 +0%
KWILP
145
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.3M -$2.29M -30,584 -16%
ProShare Advisors
146
ProShare Advisors
Maryland
$11.9M -$191K -2,554 -2%
AIG
147
American International Group
New York
$11.8M +$84.7K +1,132 +0.7%
DP
148
Dearborn Partners
Illinois
$11.8M +$592K +7,909 +5%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$11.8M +$346K +4,620 +3%
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$11.2M +$622K +8,300 +6%
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