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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$452M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$153M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.7B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$156M
2
Cohen & Steers
2
Cohen & Steers
New York
$533M
3
IG
3
ING Group
Netherlands
$0
4
HRES
4
Heitman Real Estate Securities
Illinois
$105M
5
BG
5
Bahl & Gaynor
Ohio
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.7B 53,341,408 +1,596,411 +3%
State Street
2
State Street
Massachusetts
$1.41B 20,368,110 +301,240 +2%
BIT
3
BlackRock Institutional Trust
California
$982M 14,163,085 +298,257 +2%
BFA
4
BlackRock Fund Advisors
California
$848M 12,224,350 +534,845 +5%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$690M 9,950,909 +112,530 +1%
LIMS
6
Lasalle Investment Management Securities
Maryland
$632M 9,111,192 +3,453,182 +61%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$593M 8,550,693 +96,923 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$555M 7,998,190 +7,300,300 +1,046%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$553M 7,969,905 -204,675 -3%
Cohen & Steers
10
Cohen & Steers
New York
$533M 7,682,882 -3,791,192 -33%
Principal Financial Group
11
Principal Financial Group
Iowa
$452M 6,512,450 +2,780,828 +75%
PI
12
PGGM Investments
Netherlands
$396M 5,704,208 +381,720 +7%
Northern Trust
13
Northern Trust
Illinois
$364M 5,258,847 -901,489 -15%
BG
14
BlackRock Group
United Kingdom
$360M 5,194,812 +127,789 +3%
EIP
15
Epoch Investment Partners
New York
$346M 4,996,593 -4,018 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$319M 4,603,759 +101,639 +2%
Invesco
17
Invesco
Georgia
$314M 4,530,642 -57,167 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$314M 4,528,052 +40,217 +0.9%
ACM
19
AEW Capital Management
Massachusetts
$265M 3,818,287 +46,333 +1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$253M 3,641,580 -173,582 -5%
Bank of America
21
Bank of America
North Carolina
$246M 3,553,590 -1,211,230 -25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$232M 3,345,100 +89,321 +3%
Norges Bank
23
Norges Bank
Norway
$205M 2,962,422 +79,840 +3%
Wells Fargo
24
Wells Fargo
California
$188M 2,708,260 +223,655 +9%
SAMC
25
Shinko Asset Management Company
Japan
$184M 2,659,875 -1,282,873 -33%
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