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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
Cohen & Steers
New York
$125M
3
Bank of America
Bank of America
North Carolina
$373M
4
NIPH
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
Invesco
Georgia
$562M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$354M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$15.7M +$3.62M +51,578 +30%
OAM
127
Oppenheimer Asset Management
New York
$15.3M -$108K -1,543 -0.7%
TU
128
TDAM USA
Ontario, Canada
$14.7M -$531K -7,555 -3%
GFPC
129
Global Financial Private Capital
Florida
$14.6M +$933K +13,272 +7%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$14.2M -$111K -1,580 -0.8%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$14.1M -$38.2K -544 -0.3%
First Trust Advisors
132
First Trust Advisors
Illinois
$14M +$4.57M +65,072 +49%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$13.9M -$49.2K -700 -0.4%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$13.7M +$404K +5,753 +3%
PAMU
135
Pictet Asset Management (UK)
United Kingdom
$13.7M -$309K -4,400 -2%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$102K -1,450 -0.7%
SCM
137
Stevens Capital Management
Pennsylvania
$13.3M +$13.3M +188,932 New
DDPIC
138
Deroy & Devereaux Private Investment Counsel
Michigan
$13.2M -$6.82K -97 -0.1%
KWILP
139
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.1M +$1.55M +22,104 +13%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$13.1M +$395K +5,621 +3%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$12.6M +$100K +1,425 +0.8%
Citadel Advisors
142
Citadel Advisors
Florida
$12.5M +$3.49M +49,615 +39%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$12.4M +$230K +3,273 +2%
Allianz Asset Management
144
Allianz Asset Management
Germany
$12.1M -$1.83M -26,037 -13%
DPIM
145
Duff & Phelps Investment Management
Illinois
$11.4M -$1.63M -23,200 -12%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$11.4M -$1.08M -15,432 -9%
DP
147
Dearborn Partners
Illinois
$11.2M +$41.9K +596 +0.4%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$11M -$13.4K -190 -0.1%
ProShare Advisors
149
ProShare Advisors
Maryland
$10.7M -$471K -6,696 -4%
VLKIM
150
Van Lanschot Kempen Investment Management
Netherlands
$10.7M +$1.18M +16,724 +12%
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