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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$162M
3
Cohen & Steers
3
Cohen & Steers
New York
$125M
4
Bank of America
4
Bank of America
North Carolina
$373M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$88.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.75B 53,377,080 +832,304 +2%
BlackRock
2
BlackRock
New York
$2.61B 37,157,628 +630,107 +2%
State Street
3
State Street
Massachusetts
$1.48B 20,995,007 -119,510 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$904M 12,866,973 -360,699 -3%
Invesco
5
Invesco
Georgia
$562M 8,003,266 -1,983,755 -20%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$534M 7,592,729 +768,861 +11%
Northern Trust
7
Northern Trust
Illinois
$453M 6,451,587 +329,310 +5%
LIMS
8
Lasalle Investment Management Securities
Maryland
$415M 5,898,008 -896,188 -13%
Deutsche Bank
9
Deutsche Bank
Germany
$413M 5,879,661 -676,803 -10%
Wells Fargo
10
Wells Fargo
California
$413M 5,869,999 +139,424 +2%
Bank of America
11
Bank of America
North Carolina
$373M 5,309,733 +1,017,386 +24%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$363M 5,171,211 +121,252 +2%
EIP
13
Epoch Investment Partners
New York
$360M 5,118,556 -112,645 -2%
Principal Financial Group
14
Principal Financial Group
Iowa
$354M 5,042,936 -1,511,637 -23%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M 5,037,946 -1,363,474 -21%
Morgan Stanley
16
Morgan Stanley
New York
$351M 4,988,558 -74,512 -1%
PI
17
PGGM Investments
Netherlands
$335M 4,768,912 +2,529,412 +113%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$321M 4,567,324 +214,586 +5%
Goldman Sachs
19
Goldman Sachs
New York
$321M 4,567,200 -524,691 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$312M 4,452,423 +158,934 +4%
Charles Schwab
21
Charles Schwab
California
$234M 3,329,653 +245,895 +8%
Norges Bank
22
Norges Bank
Norway
$228M 3,248,721 +51,191 +2%
ACM
23
AEW Capital Management
Massachusetts
$223M 3,173,397 -66,550 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$194M 2,759,908 +132,748 +5%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$162M 2,306,028 +2,306,028 New
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