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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
EA
4
Emerald Acquisition
Washington
$61.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$60.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.8B 49,875,486 -3,465,922 -6%
State Street
2
State Street
Massachusetts
$1.54B 20,164,253 -203,857 -1%
BIT
3
BlackRock Institutional Trust
California
$1.06B 13,911,384 -251,701 -2%
BFA
4
BlackRock Fund Advisors
California
$923M 12,114,221 -110,129 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$871M 11,432,009 +3,433,819 +43%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$744M 9,771,667 -179,242 -2%
LIMS
7
Lasalle Investment Management Securities
Maryland
$734M 9,631,189 +519,997 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$655M 8,604,018 +53,325 +0.6%
Invesco
9
Invesco
Georgia
$536M 7,034,203 +2,503,561 +55%
Principal Financial Group
10
Principal Financial Group
Iowa
$503M 6,609,987 +97,537 +1%
Northern Trust
11
Northern Trust
Illinois
$415M 5,450,490 +191,643 +4%
BG
12
BlackRock Group
United Kingdom
$388M 5,096,040 -98,772 -2%
EIP
13
Epoch Investment Partners
New York
$374M 4,912,078 -84,515 -2%
Morgan Stanley
14
Morgan Stanley
New York
$368M 4,833,505 +229,746 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$356M 4,672,429 +144,377 +3%
Deutsche Bank
16
Deutsche Bank
Germany
$334M 4,389,779 +2,137,380 +95%
PI
17
PGGM Investments
Netherlands
$333M 4,378,163 -1,326,045 -23%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$297M 3,896,262 +254,682 +7%
ACM
19
AEW Capital Management
Massachusetts
$296M 3,880,987 +62,700 +2%
Bank of America
20
Bank of America
North Carolina
$284M 3,734,530 +180,940 +5%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$281M 3,688,138 -4,281,767 -54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$260M 3,417,994 +72,894 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$258M 3,393,601 -140,305 -4%
SAMC
24
Shinko Asset Management Company
Japan
$238M 3,125,032 +465,157 +17%
Norges Bank
25
Norges Bank
Norway
$235M 3,087,511 +125,089 +4%
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