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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
151
First Trust Advisors
Illinois
$10.6M -$10.3M -154,515 -49%
AIG
152
American International Group
New York
$10.6M -$246K -3,668 -2%
ProShare Advisors
153
ProShare Advisors
Maryland
$10.6M +$2.31M +34,535 +28%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$10.5M +$345K +5,150 +3%
CCP
155
Clough Capital Partners
Massachusetts
$10.3M +$10.3M +154,600 New
ERSOT
156
Employees Retirement System of Texas
Texas
$10.1M – – –
Calamos Advisors
157
Calamos Advisors
Illinois
$9.99M +$7.49M +111,848 +299%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$9.97M -$959K -14,333 -9%
FP
159
Foundry Partners
Minnesota
$9.57M +$1.03M +15,336 +12%
AAF
160
Andra AP-fonden
Sweden
$9.46M -$5.37M -80,300 -36%
SI
161
Stephens Inc
Arkansas
$9.38M +$1.54M +23,050 +20%
WJA
162
Williams Jones & Associates
New York
$9.34M +$1.18M +17,600 +14%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$9.2M +$1.11M +16,566 +14%
CA
164
Commerzbank Aktiengesellschaft
Germany
$9.13M +$9.13M +136,456 New
DP
165
Dearborn Partners
Illinois
$8.96M +$939K +14,030 +12%
VLKIM
166
Van Lanschot Kempen Investment Management
Netherlands
$8.95M +$1.3M +19,387 +17%
SB
167
Suntrust Banks
Georgia
$8.92M -$469K -7,003 -5%
AAMU
168
Amundi Asset Management US
Massachusetts
$8.85M -$687K -10,270 -7%
Bank of Nova Scotia
169
Bank of Nova Scotia
Ontario, Canada
$8.73M +$4.84M +72,378 +125%
Comerica Bank
170
Comerica Bank
Texas
$8.2M +$583K +8,741 +8%
ASRS
171
Arizona State Retirement System
Arizona
$8.17M -$355K -5,300 -4%
MME
172
Meag Munich Ergo
Germany
$7.94M +$7.94M +120,076 New
SOMRS
173
State of Michigan Retirement System
Michigan
$7.94M -$420K -6,268 -5%
TCOT
174
Trust Company of Toledo
Ohio
$7.69M +$37.9K +566 +0.5%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$7.53M -$345K -5,159 -4%
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