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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
151
Nationwide Fund Advisors
Ohio
$11.1M +$11.1M +144,001 New
TCOT
152
Trust Company of Toledo
Ohio
$11.1M -$3.24M -41,881 -23%
ZIM
153
Zacks Investment Management
Illinois
$10.8M -$496K -6,411 -4%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$10.8M -$3.38M -43,733 -24%
Comerica Bank
155
Comerica Bank
Texas
$10.6M -$5.49M -71,005 -34%
SOMRS
156
State of Michigan Retirement System
Michigan
$10.4M -$15.5K -200 -0.1%
TPSF
157
Texas Permanent School Fund
Texas
$10.1M +$482K +6,230 +5%
SFM
158
Systematic Financial Management
New Jersey
$10.1M +$10.1M +130,435 New
PI
159
Putnam Investments
Massachusetts
$9.98M -$5.99M -77,437 -38%
MAM
160
Martingale Asset Management
Massachusetts
$9.84M +$2.98M +38,544 +43%
National Pension Service
161
National Pension Service
South Korea
$9.84M +$1.39M +18,007 +16%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$9.83M +$387K +5,000 +4%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$9.81M +$2.45M +31,700 +33%
TSU
164
TD Securities (USA)
New York
$9.71M +$85.9K +1,111 +0.9%
Public Sector Pension Investment Board (PSP Investments)
165
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.38M +$803K +10,376 +9%
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$9.02M +$487K +6,300 +6%
AAMU
167
Amundi Asset Management US
Massachusetts
$8.95M +$317K +4,100 +4%
OTPPB
168
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.94M +$4.74M +61,335 +113%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$8.93M +$4.46M +57,608 +100%
MSR
170
Main Street Research
Connecticut
$8.84M +$121K +1,565 +1%
IP
171
InvenTrust Properties
Illinois
$8.8M +$8.8M +113,800 New
Citigroup
172
Citigroup
New York
$8.71M +$4.93M +63,755 +131%
SB
173
Suntrust Banks
Georgia
$8.57M +$341K +4,402 +4%
CTC
174
Central Trust Company
Missouri
$8.38M -$83.9K -1,085 -1%
SAM
175
Shell Asset Management
Netherlands
$8.12M -$1.88M -24,267 -19%
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