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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.

New
Increased
Maintained
Reduced
Closed
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
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
Cohen & Steers
New York
$125M
3
Bank of America
Bank of America
North Carolina
$373M
4
NIPH
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
Invesco
Georgia
$562M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$354M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
226
MN Services Vermogensbeheer
Netherlands
$4.24M +$105K +1,500 +3%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$4.12M -$696K -9,903 -14%
XK
228
Xact Kapitalforvaltning
Sweden
$4.09M +$46.3K +659 +1%
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$4.06M -$10.2K -145 -0.3%
PCM
230
Palouse Capital Management
Washington
$4.05M -$46.7K -664 -1%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$4.03M +$809K +11,516 +25%
Truist Financial
232
Truist Financial
North Carolina
$4M -$52.5K -747 -1%
DCM
233
Dupont Capital Management
Delaware
$3.88M -$346K -4,927 -8%
PMG
234
ProVise Management Group
Florida
$3.86M -$67K -953 -2%
CAM
235
Carret Asset Management
New York
$3.86M +$24.6K +350 +0.6%
AG
236
Advisor Group
Arizona
$3.85M +$113K +1,603 +3%
CWM
237
CIBC World Markets
New York
$3.78M +$140K +1,997 +4%
IOOF
238
Independent Order of Foresters
Ontario, Canada
$3.77M – – –
Victory Capital Management
239
Victory Capital Management
Texas
$3.74M -$294K -4,178 -7%
EP
240
Elkfork Partners
Oregon
$3.66M +$4.64K +66 +0.1%
MSA
241
Mason Street Advisors
Wisconsin
$3.6M +$27.2K +387 +0.8%
FIM
242
Foresters Investment Management
New York
$3.57M – – –
ACM
243
Azimuth Capital Management
Michigan
$3.56M -$28.1K -400 -0.8%
APFBOT
244
Amica Pension Fund Board of Trustees
Rhode Island
$3.52M +$3.52M +50,149 New
PDN
245
Pensionfund DSM Netherlands
Netherlands
$3.51M – – –
PAM
246
Private Asset Management
California
$3.43M +$70.3K +1,000 +2%
PAG
247
Private Advisor Group
New Jersey
$3.29M +$1.57K +23 +0%
CCM
248
Catawba Capital Management
Virginia
$3.22M -$87.9K -1,250 -3%
NFA
249
Nuveen Fund Advisors
Illinois
$3.12M -$1.35M -19,149 -30%
BG
250
Bollard Group
Massachusetts
$3.07M +$35.6K +506 +1%
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