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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.44B 53,996,698 +619,618 +1%
BlackRock
2
BlackRock
New York
$2.36B 37,052,342 -105,286 -0.3%
State Street
3
State Street
Massachusetts
$1.35B 21,204,458 +209,451 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$681M 10,685,740 -2,181,233 -17%
Invesco
5
Invesco
Georgia
$575M 9,023,313 +1,020,047 +13%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$556M 8,724,771 +1,132,042 +15%
Wells Fargo
7
Wells Fargo
California
$443M 6,952,471 +1,082,472 +18%
Northern Trust
8
Northern Trust
Illinois
$412M 6,463,745 +12,158 +0.2%
LIMS
9
Lasalle Investment Management Securities
Maryland
$360M 5,641,319 -256,689 -4%
Principal Financial Group
10
Principal Financial Group
Iowa
$346M 5,423,021 +380,085 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$339M 5,311,897 +140,686 +3%
PI
12
PGGM Investments
Netherlands
$337M 5,280,000 +511,088 +11%
EIP
13
Epoch Investment Partners
New York
$329M 5,162,502 +43,946 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$312M 4,889,787 -98,771 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$306M 4,794,910 +227,586 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$300M 4,706,385 +253,962 +6%
Goldman Sachs
17
Goldman Sachs
New York
$279M 4,375,656 -191,544 -4%
Bank of America
18
Bank of America
North Carolina
$264M 4,138,886 -1,170,847 -22%
Charles Schwab
19
Charles Schwab
California
$226M 3,544,275 +214,622 +6%
Cohen & Steers
20
Cohen & Steers
New York
$218M 3,421,183 +1,637,900 +92%
Norges Bank
21
Norges Bank
Norway
$211M 3,308,174 +59,453 +2%
ACM
22
AEW Capital Management
Massachusetts
$199M 3,114,597 -58,800 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$174M 2,731,639 -28,269 -1%
Federated Hermes
24
Federated Hermes
Pennsylvania
$135M 2,124,591 -68,737 -3%
ACI
25
AMP Capital Investors
Australia
$131M 2,060,440 +60,790 +3%
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