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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B 51,744,997 +1,681,591 +3%
State Street
2
State Street
Massachusetts
$1.37B 20,066,870 +343,416 +2%
BIT
3
BlackRock Institutional Trust
California
$943M 13,864,828 +196,491 +1%
BFA
4
BlackRock Fund Advisors
California
$795M 11,689,505 +1,326,394 +13%
Cohen & Steers
5
Cohen & Steers
New York
$781M 11,474,074 -8,055,598 -41%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$669M 9,838,379 +291,437 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$575M 8,453,770 +1,859,702 +28%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$556M 8,174,580 -740,180 -8%
Deutsche Bank
9
Deutsche Bank
Germany
$497M 7,311,049 +6,420,870 +721%
Northern Trust
10
Northern Trust
Illinois
$419M 6,160,336 -25,234 -0.4%
LIMS
11
Lasalle Investment Management Securities
Maryland
$385M 5,658,010 +2,384,464 +73%
PI
12
PGGM Investments
Netherlands
$362M 5,322,488 +222,170 +4%
BG
13
BlackRock Group
United Kingdom
$345M 5,067,023 +248,013 +5%
EIP
14
Epoch Investment Partners
New York
$340M 5,000,611 +392,570 +9%
Bank of America
15
Bank of America
North Carolina
$324M 4,764,820 +801,890 +20%
Invesco
16
Invesco
Georgia
$312M 4,587,809 -1,057,300 -19%
Morgan Stanley
17
Morgan Stanley
New York
$306M 4,502,120 +318,923 +8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$305M 4,487,835 +95,844 +2%
SAMC
19
Shinko Asset Management Company
Japan
$268M 3,942,748 -1,069,131 -21%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$260M 3,815,162 -805,631 -17%
ACM
21
AEW Capital Management
Massachusetts
$257M 3,771,954 +1,214,000 +47%
Principal Financial Group
22
Principal Financial Group
Iowa
$254M 3,731,622 -735,170 -16%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$234M 3,443,121 +103,901 +3%
HRES
24
Heitman Real Estate Securities
Illinois
$231M 3,397,110 +100,462 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$221M 3,255,779 +1,191,976 +58%
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