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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.8B 50,848,616 +973,130 +2%
State Street
2
State Street
Massachusetts
$1.58B 21,076,568 +912,315 +5%
BIT
3
BlackRock Institutional Trust
California
$1.02B 13,701,663 -209,721 -2%
BFA
4
BlackRock Fund Advisors
California
$948M 12,672,981 +558,760 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$839M 11,216,933 -215,076 -2%
LIMS
6
Lasalle Investment Management Securities
Maryland
$757M 10,129,221 +498,032 +5%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$688M 9,198,417 -573,250 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$648M 8,671,043 +67,025 +0.8%
Principal Financial Group
9
Principal Financial Group
Iowa
$530M 7,081,922 +471,935 +7%
Northern Trust
10
Northern Trust
Illinois
$422M 5,645,082 +194,592 +4%
Invesco
11
Invesco
Georgia
$420M 5,621,024 -1,413,179 -20%
Morgan Stanley
12
Morgan Stanley
New York
$409M 5,475,686 +642,181 +13%
BG
13
BlackRock Group
United Kingdom
$396M 5,300,949 +204,909 +4%
EIP
14
Epoch Investment Partners
New York
$369M 4,939,853 +27,775 +0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$352M 4,707,113 +34,684 +0.7%
Bank of America
16
Bank of America
North Carolina
$307M 4,112,018 +377,488 +10%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$297M 3,966,424 +70,162 +2%
PI
18
PGGM Investments
Netherlands
$296M 3,954,083 -424,080 -10%
ACM
19
AEW Capital Management
Massachusetts
$286M 3,820,587 -60,400 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$275M 3,688,768 +295,167 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$270M 3,608,574 +190,580 +6%
Wells Fargo
22
Wells Fargo
California
$250M 3,336,930 +292,479 +10%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$235M 3,144,754 +565,287 +22%
SAMC
24
Shinko Asset Management Company
Japan
$234M 3,125,486 +454 +0%
Norges Bank
25
Norges Bank
Norway
$220M 3,087,511 – –
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