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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$990M
3
AIM
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
Morgan Stanley
New York
$379M
3
O
OppenheimerFunds
New York
$6.04M
4
EIP
Epoch Investment Partners
New York
$392M
5
BC
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
176
Första AP-fonden
Sweden
$8.16M +$4.93M +65,900 +153%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$8.12M -$619K -8,274 -7%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$8.07M +$617K +8,242 +8%
AAMU
179
Amundi Asset Management US
Massachusetts
$7.81M -$913K -12,200 -10%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$7.71M -$193K -2,594 -2%
TPSF
181
Texas Permanent School Fund
Texas
$7.7M -$228K -3,051 -3%
CTC
182
Central Trust Company
Missouri
$7.57M +$42.8K +572 +0.6%
SAM
183
Shell Asset Management
Netherlands
$7.5M -$134K -1,785 -2%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$7.5M +$78.1K +1,044 +1%
VW
185
Vantage Wealth
California
$7.36M -$121K -1,610 -2%
CA
186
Commerzbank Aktiengesellschaft
Germany
$7.36M -$382K -5,103 -5%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$7.23M +$40.6K +542 +0.6%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.15M +$1.82M +24,374 +34%
CC
189
Cannell & Co
New York
$7.14M +$269K +3,600 +4%
DILIC
190
Dai-ichi Life Insurance Company
Japan
$6.88M +$5.97M +79,756 +656%
LPL Financial
191
LPL Financial
California
$6.77M -$139K -1,853 -2%
HI
192
Honeywell International
North Carolina
$6.71M – – –
KBC Group
193
KBC Group
Belgium
$6.66M -$11.3M -151,450 -63%
FFSOTS
194
Fiduciary Financial Services of The Southwest
Texas
$6.6M +$69.2K +925 +1%
FAF
195
Fjarde Ap-fonden
Sweden
$6.53M +$970K +12,956 +17%
APG Asset Management
196
APG Asset Management
Netherlands
$6.53M +$6.53M +87,300 New
CA
197
Callahan Advisors
Texas
$6.34M +$1.84M +24,601 +41%
URS
198
Utah Retirement Systems
Utah
$6.31M +$171K +2,282 +3%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$6.29M +$804K +10,737 +15%
VCM
200
V3 Capital Management
Texas
$6.24M +$6.24M +83,300 New
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