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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$140M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
3
State Street
State Street
Massachusetts
$1.58B
4
Morgan Stanley
Morgan Stanley
New York
$409M
5
AIM
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
Deutsche Bank
Germany
$161M
4
Invesco
Invesco
Georgia
$420M
5
NIPH
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$12.1M -$59.4K -794 -0.5%
WG
152
Winton Group
United Kingdom
$11.5M +$6.22M +83,238 +118%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$11.4M +$1.99M +26,642 +21%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$11.4M +$173K +2,320 +2%
ERSOT
155
Employees Retirement System of Texas
Texas
$11.3M +$3.51M +47,000 +45%
EAM
156
EverPoint Asset Management
Connecticut
$10.8M +$680K +9,100 +7%
AAMU
157
Amundi Asset Management US
Massachusetts
$10.7M -$436K -5,830 -4%
CG
158
Clinton Group
New York
$10.5M +$10.5M +141,024 New
SB
159
Suntrust Banks
Georgia
$10.5M +$604K +8,084 +6%
FRAF
160
Första AP-fonden
Sweden
$10.4M -$1.2M -16,000 -10%
AAM
161
Advisors Asset Management
Colorado
$10.2M -$925K -12,372 -8%
CTC
162
Central Trust Company
Missouri
$10M -$301K -4,022 -3%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$9.97M +$9.97M +133,377 New
SAM
164
Shell Asset Management
Netherlands
$9.64M -$1.13M -15,064 -10%
FP
165
Foundry Partners
Minnesota
$9.54M +$3.99M +53,319 +72%
ASRS
166
Arizona State Retirement System
Arizona
$9.52M +$67.3K +900 +0.7%
SOMRS
167
State of Michigan Retirement System
Michigan
$9.34M +$67.3K +900 +0.7%
ProShare Advisors
168
ProShare Advisors
Maryland
$9.23M -$1.59M -21,299 -15%
WJA
169
Williams Jones & Associates
New York
$9.12M -$2.09M -27,940 -19%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$9.04M +$8.67M +115,905 +2,337%
DP
171
Dearborn Partners
Illinois
$8.96M +$327K +4,379 +4%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$8.8M +$2.9M +38,762 +49%
ZIM
173
Zacks Investment Management
Illinois
$8.79M +$165K +2,205 +2%
SI
174
Stephens Inc
Arkansas
$8.75M -$220K -2,943 -2%
TCOT
175
Trust Company of Toledo
Ohio
$8.55M -$1.57M -21,056 -16%
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