WELL icon

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 %
CA
226
Callahan Advisors
Texas
$4.25M 60,059 +25,806 +75%
CIA
227
Capital Investment Advisors
Georgia
$4.18M 58,963 +8,365 +17%
AMI
228
Amica Mutual Insurance
Rhode Island
$4.16M 58,753 +14,706 +33%
PCM
229
Palouse Capital Management
Washington
$4.15M 58,634 +707 +1%
DLCIG
230
D.L. Carlson Investment Group
New Hampshire
$4.11M 58,011 -650 -1%
JHIU
231
Janus Henderson Investors US
Colorado
$4.08M 57,540 -410,854 -88%
Truist Financial
232
Truist Financial
North Carolina
$4.07M 57,527 -11,320 -16%
XK
233
Xact Kapitalforvaltning
Sweden
$4.02M 56,713 +2,823 +5%
PMG
234
ProVise Management Group
Florida
$3.96M 55,973 +4,925 +10%
FIM
235
Foresters Investment Management
New York
$3.96M 55,945 +110 +0.2%
M&T Bank
236
M&T Bank
New York
$3.95M 55,789 -21,437 -28%
SRC
237
Shufro Rose & Co
New York
$3.92M 55,350 +55,350 New
AAM
238
Advisors Asset Management
Colorado
$3.87M 54,671 -46,247 -46%
Caisse de Depot et Placement du Quebec (CDPQ)
239
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.86M 54,507 +4,600 +9%
RGREA
240
Ranger Global Real Estate Advisors
Colorado
$3.79M 53,301 – –
EP
241
Elkfork Partners
Oregon
$3.69M 52,118 +1,474 +3%
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$3.62M 51,100 +3,280 +7%
SG Americas Securities
243
SG Americas Securities
New York
$3.6M 50,785 -47,145 -48%
UCFA
244
United Capital Financial Advisors
Texas
$3.59M 50,697 -8,086 -14%
ACM
245
Azimuth Capital Management
Michigan
$3.58M 50,564 +1,940 +4%
MSA
246
Mason Street Advisors
Wisconsin
$3.55M 50,103 +510 +1%
AG
247
Advisor Group
Arizona
$3.55M 50,071 +3,194 +7%
PDN
248
Pensionfund DSM Netherlands
Netherlands
$3.54M 49,953 – –
BFM
249
Boston Financial Management
Massachusetts
$3.51M 49,589 -1,292 -3%
Squarepoint
250
Squarepoint
New York
$3.46M 48,795 +17,225 +55%
8 9
10
11 12