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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.25B 49,528,666 -1,345,299 -3%
Cohen & Steers
2
Cohen & Steers
New York
$1.41B 21,540,126 -1,624,540 -7%
State Street
3
State Street
Massachusetts
$1.31B 19,952,560 +4,802,816 +32%
BIT
4
BlackRock Institutional Trust
California
$903M 13,766,197 -41,568 -0.3%
BFA
5
BlackRock Fund Advisors
California
$684M 10,414,560 -720,183 -6%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$631M 9,616,694 -893,253 -8%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$596M 9,080,277 +578,755 +7%
Invesco
8
Invesco
Georgia
$554M 8,438,461 -4,662,087 -36%
Deutsche Bank
9
Deutsche Bank
Germany
$474M 7,229,511 +2,393,286 +49%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$425M 6,474,042 -428,901 -6%
Northern Trust
11
Northern Trust
Illinois
$415M 6,321,171 -103,475 -2%
SAMC
12
Shinko Asset Management Company
Japan
$399M 6,086,341 -2,031,720 -25%
PI
13
PGGM Investments
Netherlands
$343M 5,220,438 -219,006 -4%
BG
14
BlackRock Group
United Kingdom
$317M 4,823,632 +96,885 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$312M 4,755,757 -2,533,434 -35%
Principal Financial Group
16
Principal Financial Group
Iowa
$285M 4,340,661 -181,572 -4%
EIP
17
Epoch Investment Partners
New York
$278M 4,237,997 +6,878 +0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$275M 4,182,852 +152,933 +4%
Morgan Stanley
19
Morgan Stanley
New York
$255M 3,892,893 +1,160,747 +42%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$218M 3,322,043 +62,565 +2%
MAA
21
Managed Account Advisors
New Jersey
$204M 3,115,929 -18,072 -0.6%
Prudential Financial
22
Prudential Financial
New Jersey
$181M 2,765,059 +788,709 +40%
Norges Bank
23
Norges Bank
Norway
$177M 2,699,434 +89,266 +3%
LIMS
24
Lasalle Investment Management Securities
Maryland
$163M 2,478,727 +1,355,406 +121%
SCCM
25
Schafer Cullen Capital Management
New York
$158M 2,411,785 -125,703 -5%
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