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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$7.87M -$590K -8,400 -7%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$7.76M +$184K +2,623 +2%
MNA
178
Manning & Napier Advisors
New York
$7.75M -$302K -4,300 -4%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$7.74M +$121K +1,718 +2%
CA
180
Commerzbank Aktiengesellschaft
Germany
$7.72M +$805K +11,461 +12%
KBC Group
181
KBC Group
Belgium
$7.45M +$1.19M +16,980 +19%
AAMU
182
Amundi Asset Management US
Massachusetts
$7.39M +$63.2K +900 +0.9%
NFA
183
Nationwide Fund Advisors
Ohio
$7.27M -$10.4M -147,521 -59%
TPSF
184
Texas Permanent School Fund
Texas
$7.19M -$46.1K -656 -0.6%
VW
185
Vantage Wealth
California
$7.03M +$118K +1,680 +2%
CTC
186
Central Trust Company
Missouri
$6.92M -$179K -2,551 -3%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$6.9M +$114K +1,620 +2%
IG
188
ING Group
Netherlands
$6.89M +$2.06M +29,333 +43%
CC
189
Cannell & Co
New York
$6.76M +$61.5K +875 +0.9%
OTPPB
190
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.72M – – –
SAM
191
Shell Asset Management
Netherlands
$6.63M -$413K -5,883 -6%
FAF
192
Fjarde Ap-fonden
Sweden
$6.55M +$411K +5,843 +7%
CA
193
Callahan Advisors
Texas
$6.4M +$452K +6,428 +8%
LPL Financial
194
LPL Financial
California
$6.32M -$41K -584 -0.6%
O
195
OppenheimerFunds
New York
$6.27M +$598K +8,515 +11%
ECM
196
EII Capital Management
New York
$6.26M -$2.83M -40,205 -31%
FFSOTS
197
Fiduciary Financial Services of The Southwest
Texas
$6.07M -$128K -1,815 -2%
URS
198
Utah Retirement Systems
Utah
$5.95M +$28.1K +400 +0.5%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$5.92M – – –
AAF
200
Andra AP-fonden
Sweden
$5.9M +$738K +10,500 +14%
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