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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$67.5M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.41B 50,921,235 +72,619 +0.1%
State Street
2
State Street
Massachusetts
$1.41B 21,134,307 +57,739 +0.3%
BIT
3
BlackRock Institutional Trust
California
$954M 14,250,172 +548,509 +4%
BFA
4
BlackRock Fund Advisors
California
$812M 12,126,990 -545,991 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$722M 10,786,999 -429,934 -4%
LIMS
6
Lasalle Investment Management Securities
Maryland
$687M 10,264,691 +135,470 +1%
Invesco
7
Invesco
Georgia
$551M 8,236,773 +2,615,749 +47%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$508M 7,585,788 -1,085,255 -13%
Morgan Stanley
9
Morgan Stanley
New York
$446M 6,665,273 +1,189,587 +22%
Principal Financial Group
10
Principal Financial Group
Iowa
$435M 6,504,670 -577,252 -8%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M 6,383,202 -2,815,215 -31%
BG
12
BlackRock Group
United Kingdom
$375M 5,610,202 +309,253 +6%
Northern Trust
13
Northern Trust
Illinois
$370M 5,533,141 -111,941 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$357M 5,336,770 +3,186,073 +148%
EIP
15
Epoch Investment Partners
New York
$326M 4,867,522 -72,331 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$324M 4,835,706 +128,593 +3%
Goldman Sachs
17
Goldman Sachs
New York
$319M 4,760,045 +2,160,615 +83%
Bank of America
18
Bank of America
North Carolina
$302M 4,510,498 +398,480 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$257M 3,849,581 +160,813 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$253M 3,779,279 +170,705 +5%
Wells Fargo
21
Wells Fargo
California
$244M 3,649,906 +312,976 +9%
ACM
22
AEW Capital Management
Massachusetts
$229M 3,418,687 -401,900 -11%
Norges Bank
23
Norges Bank
Norway
$199M 2,966,843 -120,668 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$194M 2,892,169 -1,074,255 -27%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$193M 2,890,977 -253,777 -8%
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