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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
TSU
151
TD Securities (USA)
New York
$9.33M 142,166 +16,626 +13%
NFA
152
Nationwide Fund Advisors
Ohio
$9.29M 141,470 -2,531 -2%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$9.12M 138,935 -347 -0.2%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$9.01M 137,300 -23,700 -15%
SOMRS
155
State of Michigan Retirement System
Michigan
$8.94M 136,177 +1,400 +1%
PI
156
Putnam Investments
Massachusetts
$8.86M 134,960 +5,979 +5%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$8.77M 133,647 +6,800 +5%
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$8.56M 130,500 +3,500 +3%
OTPPB
159
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.48M 129,197 +13,683 +12%
TPSF
160
Texas Permanent School Fund
Texas
$8.39M 127,802 -3,028 -2%
CC
161
Cannell & Co
New York
$8.27M 125,930 +71,885 +133%
MAM
162
Martingale Asset Management
Massachusetts
$8.23M 125,350 -1,845 -1%
WJA
163
Williams Jones & Associates
New York
$8.18M 124,675 +80,725 +184%
Public Sector Pension Investment Board (PSP Investments)
164
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.93M 120,775 -500 -0.4%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$7.5M 114,256 -2,300 -2%
ZIM
166
Zacks Investment Management
Illinois
$7.48M 113,988 -25,686 -18%
SFM
167
Systematic Financial Management
New Jersey
$7.4M 112,734 -17,701 -14%
AAMU
168
Amundi Asset Management US
Massachusetts
$7.39M 112,600 -3,100 -3%
SB
169
Suntrust Banks
Georgia
$7.34M 111,798 +966 +0.9%
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$7.34M 111,759 +13,300 +14%
BFG
171
Beacon Financial Group
Texas
$7.1M 107,897 +15,257 +16%
CTC
172
Central Trust Company
Missouri
$7.08M 107,835 -546 -0.5%
Citigroup
173
Citigroup
New York
$6.89M 105,067 -7,501 -7%
BTS
174
BB&T Securities
Virginia
$6.77M 103,189 +13,842 +15%
DP
175
Dearborn Partners
Illinois
$6.64M 101,151 +1,344 +1%
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