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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.93B 52,544,776 +319,528 +0.6%
BlackRock
2
BlackRock
New York
$2.73B 36,527,521 +1,006,529 +3%
State Street
3
State Street
Massachusetts
$1.58B 21,114,517 -246,354 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$990M 13,227,672 +1,057,117 +9%
Invesco
5
Invesco
Georgia
$748M 9,987,021 -83,975 -0.8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$511M 6,823,868 -44,417 -0.6%
LIMS
7
Lasalle Investment Management Securities
Maryland
$509M 6,794,196 -1,976,835 -23%
Deutsche Bank
8
Deutsche Bank
Germany
$491M 6,556,464 -255,725 -4%
Principal Financial Group
9
Principal Financial Group
Iowa
$491M 6,554,573 +62,933 +1%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$479M 6,401,420 +492,882 +8%
Northern Trust
11
Northern Trust
Illinois
$458M 6,122,277 +424,319 +7%
Wells Fargo
12
Wells Fargo
California
$429M 5,730,575 +1,708,544 +42%
EIP
13
Epoch Investment Partners
New York
$392M 5,231,201 -402,461 -7%
Goldman Sachs
14
Goldman Sachs
New York
$381M 5,091,891 +286,818 +6%
Morgan Stanley
15
Morgan Stanley
New York
$379M 5,063,070 -1,819,405 -26%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$378M 5,049,959 +133,980 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$326M 4,352,738 +199,290 +5%
Bank of America
18
Bank of America
North Carolina
$321M 4,292,347 -165,816 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$321M 4,293,489 +130,699 +3%
ACM
20
AEW Capital Management
Massachusetts
$243M 3,239,947 -125,150 -4%
Norges Bank
21
Norges Bank
Norway
$239M 3,197,530 -67,802 -2%
Charles Schwab
22
Charles Schwab
California
$231M 3,083,758 +309,784 +11%
Legal & General Group
23
Legal & General Group
United Kingdom
$197M 2,627,160 +44,405 +2%
AIM
24
abrdn Investment Management
United Kingdom
$171M 2,279,176 +1,043,676 +84%
PI
25
PGGM Investments
Netherlands
$168M 2,239,500 +41,496 +2%
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