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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.7B 52,225,248 +1,304,013 +3%
BlackRock
2
BlackRock
New York
$2.52B 35,520,992 +34,197,947 +2,585%
State Street
3
State Street
Massachusetts
$1.51B 21,360,871 +226,564 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$862M 12,170,555 +1,383,556 +13%
Invesco
5
Invesco
Georgia
$713M 10,070,996 +1,834,223 +22%
LIMS
6
Lasalle Investment Management Securities
Maryland
$621M 8,771,031 -1,493,660 -15%
Morgan Stanley
7
Morgan Stanley
New York
$487M 6,882,475 +217,202 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$486M 6,868,285 -717,503 -9%
Deutsche Bank
9
Deutsche Bank
Germany
$482M 6,812,189 +1,475,419 +28%
Principal Financial Group
10
Principal Financial Group
Iowa
$460M 6,491,640 -13,030 -0.2%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$418M 5,908,538 -474,664 -7%
Northern Trust
12
Northern Trust
Illinois
$404M 5,697,958 +164,817 +3%
EIP
13
Epoch Investment Partners
New York
$399M 5,633,662 +766,140 +16%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$348M 4,915,979 +80,273 +2%
Goldman Sachs
15
Goldman Sachs
New York
$340M 4,805,073 +45,028 +0.9%
Bank of America
16
Bank of America
North Carolina
$316M 4,458,163 -52,335 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$294M 4,162,790 +313,209 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$294M 4,153,448 +374,169 +10%
Wells Fargo
19
Wells Fargo
California
$285M 4,022,031 +372,125 +10%
ACM
20
AEW Capital Management
Massachusetts
$238M 3,365,097 -53,590 -2%
Norges Bank
21
Norges Bank
Norway
$231M 3,265,332 +298,489 +10%
Charles Schwab
22
Charles Schwab
California
$196M 2,773,974 +88,028 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$183M 2,582,755 +146,302 +6%
Federated Hermes
24
Federated Hermes
Pennsylvania
$157M 2,212,892 +63,653 +3%
PI
25
PGGM Investments
Netherlands
$156M 2,198,004 -516,703 -19%
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