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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
LIMS
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
Principal Financial Group
Iowa
$452M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.7B
5
LCM
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$156M
2
Cohen & Steers
Cohen & Steers
New York
$533M
3
IG
ING Group
Netherlands
$0
4
HRES
Heitman Real Estate Securities
Illinois
$105M
5
BG
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$11.7M -$79.9K -1,152 -0.7%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$11.5M +$1.77M +25,560 +18%
ProShare Advisors
153
ProShare Advisors
Maryland
$11.1M -$2.85M -41,074 -20%
GCA
154
GSI Capital Advisors
California
$11M +$11M +158,800 New
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$11M +$3.01M +43,429 +38%
ERSOT
156
Employees Retirement System of Texas
Texas
$10.9M -$5.67M -81,792 -34%
AAM
157
Advisors Asset Management
Colorado
$10.8M -$344K -4,956 -3%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$10.7M -$6.18M -89,100 -37%
BREA
159
Barings Real Estate Advisers
Connecticut
$10.6M +$1.77M +25,474 +20%
SAM
160
Shell Asset Management
Netherlands
$10.6M +$832K +12,005 +9%
LPL Financial
161
LPL Financial
California
$10.3M +$348K +5,019 +4%
WJA
162
Williams Jones & Associates
New York
$10.2M +$3.13M +45,137 +44%
HI
163
Honeywell International
North Carolina
$9.98M -$12.5M -180,000 -56%
Wellington Management Group
164
Wellington Management Group
Massachusetts
$9.94M -$8.43M -121,595 -46%
CTC
165
Central Trust Company
Missouri
$9.84M +$390K +5,629 +4%
AAMU
166
Amundi Asset Management US
Massachusetts
$9.67M -$513K -7,400 -5%
TCOT
167
Trust Company of Toledo
Ohio
$9.29M +$23.6K +340 +0.3%
KWILP
168
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.52M -$594K -8,573 -7%
TPSF
169
Texas Permanent School Fund
Texas
$8.49M -$150K -2,161 -2%
SOMRS
170
State of Michigan Retirement System
Michigan
$8.48M +$83.2K +1,200 +1%
SB
171
Suntrust Banks
Georgia
$8.38M +$417K +6,017 +5%
DP
172
Dearborn Partners
Illinois
$8.08M -$189K -2,719 -2%
ZIM
173
Zacks Investment Management
Illinois
$8.07M +$372K +5,363 +5%
SCM
174
Sterling Capital Management
North Carolina
$8.05M -$11.1K -160 -0.1%
Fidelity International
175
Fidelity International
Bermuda
$7.81M +$7.81M +112,637 New
5 6
7
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