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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.39B 50,063,406 +534,740 +1%
State Street
2
State Street
Massachusetts
$1.34B 19,723,454 -229,106 -1%
Cohen & Steers
3
Cohen & Steers
New York
$1.32B 19,529,672 -2,010,454 -9%
BIT
4
BlackRock Institutional Trust
California
$926M 13,668,337 -97,860 -0.7%
BFA
5
BlackRock Fund Advisors
California
$702M 10,363,111 -51,449 -0.5%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$647M 9,546,942 -69,752 -0.7%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$604M 8,914,760 -165,517 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$447M 6,594,068 +120,026 +2%
Northern Trust
9
Northern Trust
Illinois
$419M 6,185,570 -135,601 -2%
Invesco
10
Invesco
Georgia
$382M 5,645,109 -2,793,352 -33%
PI
11
PGGM Investments
Netherlands
$345M 5,100,318 -120,120 -2%
SAMC
12
Shinko Asset Management Company
Japan
$339M 5,011,879 -1,074,462 -18%
BG
13
BlackRock Group
United Kingdom
$326M 4,819,010 -4,622 -0.1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$313M 4,620,793 -134,964 -3%
EIP
15
Epoch Investment Partners
New York
$312M 4,608,041 +370,044 +9%
Principal Financial Group
16
Principal Financial Group
Iowa
$302M 4,466,792 +126,131 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$297M 4,391,991 +209,139 +5%
Morgan Stanley
18
Morgan Stanley
New York
$283M 4,183,197 +290,304 +7%
Bank of America
19
Bank of America
North Carolina
$268M 3,962,930 +2,504,826 +172%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$226M 3,339,220 +17,177 +0.5%
HRES
21
Heitman Real Estate Securities
Illinois
$223M 3,296,648 +3,296,648 New
LIMS
22
Lasalle Investment Management Securities
Maryland
$222M 3,273,546 +794,819 +32%
Norges Bank
23
Norges Bank
Norway
$187M 2,762,371 +62,937 +2%
Prudential Financial
24
Prudential Financial
New Jersey
$181M 2,665,744 -99,315 -4%
ACM
25
AEW Capital Management
Massachusetts
$173M 2,557,954 +356,267 +16%
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