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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
1
Shinko Asset Management Company
Japan
$628M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$27.5M
4
HI
4
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.94B 50,873,965 +1,166,882 +2%
Cohen & Steers
2
Cohen & Steers
New York
$1.79B 23,164,666 +5,538,636 +31%
State Street
3
State Street
Massachusetts
$1.17B 15,149,744 -161,370 -1%
BIT
4
BlackRock Institutional Trust
California
$1.07B 13,807,765 +768,357 +6%
Invesco
5
Invesco
Georgia
$1.01B 13,100,548 +61,482 +0.5%
BFA
6
BlackRock Fund Advisors
California
$861M 11,134,743 +818,175 +8%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$813M 10,509,947 +1,115,453 +12%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$658M 8,501,522 +1,615,851 +23%
SAMC
9
Shinko Asset Management Company
Japan
$628M 8,118,061 -481,380 -6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$564M 7,289,191 +1,252,261 +21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$534M 6,902,943 +526,052 +8%
Northern Trust
12
Northern Trust
Illinois
$497M 6,424,646 +381,641 +6%
PI
13
PGGM Investments
Netherlands
$421M 5,439,444 -89,261 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$374M 4,836,225 +1,121,294 +30%
BG
15
BlackRock Group
United Kingdom
$366M 4,726,747 -13,832 -0.3%
Principal Financial Group
16
Principal Financial Group
Iowa
$350M 4,522,233 +1,332,571 +42%
EIP
17
Epoch Investment Partners
New York
$327M 4,231,119 +28,513 +0.7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$312M 4,029,919 +81,577 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$252M 3,259,478 +383,099 +13%
MAA
20
Managed Account Advisors
New Jersey
$242M 3,134,001 +170,342 +6%
Wells Fargo
21
Wells Fargo
California
$227M 2,933,957 +134,760 +5%
Morgan Stanley
22
Morgan Stanley
New York
$211M 2,732,146 +237,206 +10%
Norges Bank
23
Norges Bank
Norway
$202M 2,610,168 +333,613 +15%
SCCM
24
Schafer Cullen Capital Management
New York
$196M 2,537,488 +369,723 +17%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$187M 2,419,314 +85,138 +4%
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