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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 %
VLKIM
176
Van Lanschot Kempen Investment Management
Netherlands
$8.55M -$647K -8,658 -7%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$8.48M +$174K +2,332 +2%
TPSF
178
Texas Permanent School Fund
Texas
$8.24M -$419K -5,598 -5%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$8.19M +$1.73M +23,135 +27%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$8.18M +$329K +4,400 +4%
Korea Investment Corp
181
Korea Investment Corp
South Korea
$8.14M -$8.49M -113,498 -51%
AG
182
Aperio Group
California
$8.04M +$811K +10,846 +11%
Comerica Bank
183
Comerica Bank
Texas
$8.03M +$501K +7,127 +7%
DL
184
Delta Lloyd
Netherlands
$7.82M +$764K +10,224 +11%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$7.62M +$268K +3,572 +4%
MNA
186
Manning & Napier Advisors
New York
$7.36M -$428K -5,730 -6%
HI
187
Honeywell International
North Carolina
$7.13M +$461K +6,160 +7%
M&T Bank
188
M&T Bank
New York
$6.98M +$235K +3,146 +3%
EIM
189
ExxonMobil Investment Management
Texas
$6.83M -$76.3K -1,020 -1%
VIA
190
Virtus Investment Advisers
Connecticut
$6.79M +$6.79M +90,748 New
FFSOTS
191
Fiduciary Financial Services of The Southwest
Texas
$6.77M -$428K -5,718 -6%
IP
192
InvenTrust Properties
Illinois
$6.64M – – –
HIMCH
193
Hartford Investment Management Co (HIMCO)
Connecticut
$6.52M +$151K +2,014 +2%
GIA
194
Gateway Investment Advisers
Ohio
$6.48M -$25.4K -340 -0.4%
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$6.43M -$456K -6,100 -7%
CC
196
Cannell & Co
New York
$6.39M +$248K +3,320 +4%
FAF
197
Fjarde Ap-fonden
Sweden
$6.38M +$228K +3,049 +4%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$6.31M +$520K +6,960 +9%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6M +$950K +12,700 +19%
URS
200
Utah Retirement Systems
Utah
$5.89M +$52.3K +700 +0.9%
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