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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
2
Invesco
Invesco
Georgia
$536M
3
Deutsche Bank
Deutsche Bank
Germany
$334M
4
Stifel Financial
Stifel Financial
Missouri
$60.7M
5
TA
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$8.46M +$296K +3,885 +4%
Comerica Bank
177
Comerica Bank
Texas
$8.38M -$82.4K -1,053 -1%
APG Asset Management
178
APG Asset Management
Netherlands
$8.34M +$1.84M +24,100 +28%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$8M – – –
MNA
180
Manning & Napier Advisors
New York
$7.93M -$287K -3,773 -3%
ERSOT
181
Employees Retirement System of Texas
Texas
$7.91M -$4.04M -53,000 -34%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$7.38M +$539K +7,161 +8%
AG
183
Aperio Group
California
$7.36M +$1.04M +13,719 +17%
FFSOTS
184
Fiduciary Financial Services of The Southwest
Texas
$7.33M -$132K -1,733 -2%
DL
185
Delta Lloyd
Netherlands
$7.19M +$317K +4,156 +5%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$7.11M -$13M -170,132 -65%
EIM
187
ExxonMobil Investment Management
Texas
$7.04M +$452K +5,940 +7%
LOAMS
188
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.02M +$6.86M +90,000 +4,065%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$7.01M +$183K +2,400 +3%
M&T Bank
190
M&T Bank
New York
$6.87M -$142K -1,859 -2%
HI
191
Honeywell International
North Carolina
$6.8M -$4.16M -54,650 -38%
IP
192
InvenTrust Properties
Illinois
$6.76M – – –
GIA
193
Gateway Investment Advisers
Ohio
$6.62M -$22K -289 -0.3%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$6.58M +$445K +5,838 +7%
BHA
195
Beech Hill Advisors
New York
$6.54M -$459K -6,025 -7%
Millennium Management
196
Millennium Management
New York
$6.5M -$36.4M -478,130 -85%
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$6.49M -$95K -1,247 -1%
Axa
198
Axa
France
$6.45M -$23M -302,585 -78%
FAF
199
Fjarde Ap-fonden
Sweden
$6.27M +$57.8K +759 +0.9%
CC
200
Cannell & Co
New York
$6.25M -$118K -1,550 -2%
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