WELL icon

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.

New
Increased
Maintained
Reduced
Closed
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
Asset Management One
5
Asset Management One
Japan
$98.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
ACP
226
Ashfield Capital Partners
California
$4.21M +$1.65M +24,658 +64%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$4.19M +$3.49M +52,102 +499%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$4.18M +$4.18M +62,416 New
SCM
229
Stevens Capital Management
Pennsylvania
$4.16M -$8.98M -134,180 -68%
SWP
230
Stratos Wealth Partners
Ohio
$4.16M +$158K +2,365 +4%
AMG
231
Advisors Management Group
Wisconsin
$4.09M -$19.2K -287 -0.5%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$4.09M +$1.09M +16,225 +36%
Korea Investment Corp
233
Korea Investment Corp
South Korea
$4.02M -$3.27M -48,874 -45%
MOACM
234
Mutual of America Capital Management
New York
$4M +$87.5K +1,307 +2%
UCFA
235
United Capital Financial Advisors
Texas
$3.93M +$189K +2,826 +5%
DLCIG
236
D.L. Carlson Investment Group
New Hampshire
$3.93M -$89.3K -1,335 -2%
IOOF
237
Independent Order of Foresters
Ontario, Canada
$3.92M +$2.8M +41,900 +251%
PCM
238
Palouse Capital Management
Washington
$3.88M +$3.88M +57,927 New
JIM
239
Jupiter Investment Management
United Kingdom
$3.79M – – –
OTPPB
240
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.69M -$367K -5,477 -9%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$3.66M +$2.12M +31,716 +138%
PAI
242
Pittenger & Anderson Inc
Nebraska
$3.66M -$252K -3,765 -6%
FIM
243
Foresters Investment Management
New York
$3.66M +$2.85M +43,493 +352%
XK
244
Xact Kapitalforvaltning
Sweden
$3.61M +$186K +2,782 +5%
RGREA
245
Ranger Global Real Estate Advisors
Colorado
$3.57M +$3.57M +53,301 New
MIAN
246
Mariner Independent Advisor Network
Kansas
$3.46M +$161K +2,407 +5%
PMG
247
ProVise Management Group
Florida
$3.42M -$5.02K -75 -0.1%
BFM
248
Boston Financial Management
Massachusetts
$3.41M -$1.14M -17,078 -25%
EP
249
Elkfork Partners
Oregon
$3.39M +$3.39M +50,644 New
CIA
250
Capital Investment Advisors
Georgia
$3.39M +$281K +4,191 +9%
8 9
10
11 12