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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$10.9M 154,127 +154,127 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$10.8M 152,437 -57,370 -27%
First Trust Advisors
153
First Trust Advisors
Illinois
$10.7M 150,819 -7,747 -5%
DP
154
Dearborn Partners
Illinois
$10.6M 150,235 +16,433 +12%
SI
155
Stephens Inc
Arkansas
$10.6M 149,995 +9,906 +7%
Calamos Advisors
156
Calamos Advisors
Illinois
$10.4M 146,157 -3,044 -2%
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
$10.1M 143,300 +137,398 +2,328%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$10.1M 143,028 -5,863 -4%
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$10M 141,300 +35,100 +33%
ECM
160
EII Capital Management
New York
$9.88M 139,525 -39,875 -22%
WJA
161
Williams Jones & Associates
New York
$9.87M 139,305 -215 -0.2%
SB
162
Suntrust Banks
Georgia
$9.68M 136,675 +3,443 +3%
FP
163
Foundry Partners
Minnesota
$9.66M 136,457 -6,448 -5%
Comerica Bank
164
Comerica Bank
Texas
$9.13M 126,509 +3,549 +3%
AAMU
165
AEGON Asset Management (UK)
United Kingdom
$8.72M 123,147 +20,482 +20%
ASRS
166
Arizona State Retirement System
Arizona
$8.69M 122,695 +700 +0.6%
SOMRS
167
State of Michigan Retirement System
Michigan
$8.44M 119,109 +500 +0.4%
MNA
168
Manning & Napier Advisors
New York
$8.35M 117,870 +19,460 +20%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$8.27M 116,746 +4,232 +4%
VLKIM
170
Van Lanschot Kempen Investment Management
Netherlands
$8.26M 116,619 -17,072 -13%
AAMU
171
Amundi Asset Management US
Massachusetts
$8.25M 116,500 -15,700 -12%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$8.13M 114,738 +5,900 +5%
TCOT
173
Trust Company of Toledo
Ohio
$8.02M 113,206 -1,670 -1%
AG
174
Aperio Group
California
$7.93M 111,907 +23,201 +26%
GIBU
175
Gulf International Bank (UK)
United Kingdom
$7.87M 111,142 +1,100 +1%
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