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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
Cohen & Steers
New York
$125M
3
Bank of America
Bank of America
North Carolina
$373M
4
NIPH
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
Invesco
Georgia
$562M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$354M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
151
LGT Capital Partners
Switzerland
$10.6M -$5.77M -82,060 -35%
AG
152
Aperio Group
California
$10.6M +$600K +8,541 +6%
Calamos Advisors
153
Calamos Advisors
Illinois
$10.4M +$90.5K +1,287 +0.9%
FRAF
154
Första AP-fonden
Sweden
$10.4M +$2.73M +38,800 +36%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$10.4M -$84.8K -1,207 -0.8%
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$10.3M +$146K +2,139 +1%
AIG
157
American International Group
New York
$10.2M -$921K -13,105 -8%
WJA
158
Williams Jones & Associates
New York
$10.1M +$114K +1,629 +1%
SB
159
Suntrust Banks
Georgia
$10.1M +$241K +3,427 +2%
SI
160
Stephens Inc
Arkansas
$10M +$250K +3,560 +3%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$9.83M +$1.11M +15,811 +13%
GCA
162
GSI Capital Advisors
California
$9.78M +$9.78M +139,100 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$9.54M +$429K +6,100 +5%
APG Asset Management
164
APG Asset Management
Netherlands
$9.22M +$3.09M +43,900 +50%
PG
165
Pendal Group
Australia
$9.16M +$98.3K +1,400 +1%
Comerica Bank
166
Comerica Bank
Texas
$8.87M +$348K +5,179 +4%
BSA
167
Braun Stacey Associates
New York
$8.67M -$1.51M -21,425 -15%
ASRS
168
Arizona State Retirement System
Arizona
$8.48M +$67.2K +956 +0.8%
SG Americas Securities
169
SG Americas Securities
New York
$8.47M -$5M -71,120 -37%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$8.4M -$1.01M -14,375 -11%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$8.34M +$1.3M +18,447 +18%
GIBU
172
Gulf International Bank (UK)
United Kingdom
$8.3M +$394K +5,600 +5%
TCOT
173
Trust Company of Toledo
Ohio
$8.26M -$88.8K -1,264 -1%
HI
174
Honeywell International
North Carolina
$8.04M +$1.75M +24,860 +28%
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$7.93M +$674K +9,595 +9%
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7
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