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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
Gateway Investment Advisers
Ohio
$5.7M -$95.1K -1,421 -2%
EIM
202
ExxonMobil Investment Management
Texas
$5.62M -$500K -7,474 -8%
LPL Financial
203
LPL Financial
California
$5.57M +$613K +9,258 +12%
MPM
204
Meritage Portfolio Management
Kansas
$5.45M +$5.45M +81,365 New
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.37M -$6.69K -100 -0.1%
URS
206
Utah Retirement Systems
Utah
$5.35M +$73.6K +1,100 +1%
IA
207
IFP Advisors
Florida
$5.29M +$80.2K +1,199 +2%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$5.26M +$3.91M +58,400 +290%
GHCM
209
Glen Harbor Capital Management
California
$5.24M +$5.24M +78,268 New
FAF
210
Fjarde Ap-fonden
Sweden
$5.19M -$519K -7,752 -9%
M&T Bank
211
M&T Bank
New York
$5.17M -$1.08M -16,117 -17%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$5.08M +$53.5K +800 +1%
US Bancorp
213
US Bancorp
Minnesota
$5.07M +$283K +4,234 +6%
ZIG
214
Zurich Insurance Group
Switzerland
$5.02M +$1.9M +28,370 +61%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$4.99M -$62.4K -932 -1%
ESCM
216
Echo Street Capital Management
New York
$4.93M -$127K -1,901 -3%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$4.7M -$135K -2,013 -3%
Truist Financial
218
Truist Financial
North Carolina
$4.61M +$284K +4,242 +7%
Victory Capital Management
219
Victory Capital Management
Texas
$4.56M +$553K +8,256 +14%
LCM
220
Landscape Capital Management
New Jersey
$4.55M -$455K -6,800 -9%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$4.34M -$5.82M -86,982 -57%
MCIM
222
Meadow Creek Investment Management
Georgia
$4.31M +$4.31M +64,456 New
NFA
223
Nuveen Fund Advisors
Illinois
$4.31M +$1.57M +23,483 +57%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.27M +$178K +2,656 +4%
BCM
225
Buckhead Capital Management
Georgia
$4.26M +$2.44M +36,393 +134%
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