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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 %
IA
201
IFP Advisors
Florida
$5.82M +$52K +696 +0.9%
ESCM
202
Echo Street Capital Management
New York
$5.65M +$5.65M +75,618 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$5.64M -$190K -2,545 -3%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$5.61M -$244K -3,265 -4%
LCM
205
Landscape Capital Management
New Jersey
$5.59M +$1.71M +22,900 +44%
MAM
206
Mizuho Asset Management
Japan
$5.56M +$477K +6,380 +9%
IGIM
207
I.G. Investment Management
Manitoba, Canada
$5.42M +$183K +2,450 +3%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$5.41M +$338K +4,515 +7%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$5.4M +$456K +6,094 +9%
LPL Financial
210
LPL Financial
California
$5.4M +$693K +9,598 +15%
US Bancorp
211
US Bancorp
Minnesota
$5.35M +$434K +5,802 +9%
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$5.34M +$5.34M +71,400 New
BFG
213
Beacon Financial Group
Texas
$5.29M +$23.1K +305 +0.4%
Citigroup
214
Citigroup
New York
$5.24M -$12.2M -162,871 -70%
QIM
215
Quantitative Investment Management
Virginia
$5.13M +$5.13M +68,600 New
AAMU
216
AEGON Asset Management (UK)
United Kingdom
$5.1M +$488K +6,524 +11%
BFM
217
Boston Financial Management
Massachusetts
$5.08M -$108K -1,450 -2%
Truist Financial
218
Truist Financial
North Carolina
$4.83M +$452K +6,049 +10%
SAM
219
Silvercrest Asset Management
New York
$4.68M -$7.85K -105 -0.2%
AMG
220
Advisors Management Group
Wisconsin
$4.59M -$24.9K -333 -0.5%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.57M +$202K +2,700 +5%
OTPPB
222
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.53M -$183K -2,454 -4%
QC
223
Quadrature Capital
United Kingdom
$4.52M +$701K +9,375 +18%
DLCIG
224
D.L. Carlson Investment Group
New Hampshire
$4.49M -$16.7K -224 -0.4%
PAG
225
Private Advisor Group
New Jersey
$4.49M -$168K -2,337 -4%
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