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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$990M
3
AIM
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
Morgan Stanley
New York
$379M
3
O
OppenheimerFunds
New York
$6.04M
4
EIP
Epoch Investment Partners
New York
$392M
5
BC
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$3.62M -$177K -2,365 -5%
AAMU
252
AEGON Asset Management (UK)
United Kingdom
$3.61M -$5.6M -74,889 -61%
PAM
253
Private Asset Management
California
$3.58M -$9.21K -123 -0.3%
GH
254
GAM Holding
Switzerland
$3.58M -$75 -1 -0%
CCM
255
Catawba Capital Management
Virginia
$3.52M +$11.4K +152 +0.3%
Millennium Management
256
Millennium Management
New York
$3.52M +$3.52M +46,993 New
PAG
257
Private Advisor Group
New Jersey
$3.5M +$119K +1,645 +4%
Robeco Institutional Asset Management
258
Robeco Institutional Asset Management
Netherlands
$3.43M +$754K +10,076 +28%
B
259
BP
United Kingdom
$3.37M – – –
BFM
260
Boston Financial Management
Massachusetts
$3.35M -$365K -4,878 -10%
PAI
261
Pittenger & Anderson Inc
Nebraska
$3.26M -$121K -1,610 -4%
BG
262
Bollard Group
Massachusetts
$3.24M +$37.3K +499 +1%
William Blair & Company
263
William Blair & Company
Illinois
$3.22M +$242K +3,237 +8%
AA
264
Ancora Advisors
Ohio
$3.14M -$140K -1,864 -4%
Public Sector Pension Investment Board (PSP Investments)
265
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.13M -$3.04M -40,600 -49%
AB
266
Amalgamated Bank
New York
$3.09M +$1.21M +16,110 +64%
LFR
267
Lehman Financial Resources
Pennsylvania
$3.08M -$59.2K -795 -2%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M -$206K -2,750 -7%
MAS
269
Madden Advisory Services
Florida
$2.88M -$80.7K -1,079 -3%
WAM
270
World Asset Management
Michigan
$2.84M -$306K -4,089 -10%
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
$2.84M – – –
OC
272
Oppenheimer & Co
New York
$2.84M -$674 -9 -0%
TAM
273
Tyers Asset Management
Texas
$2.83M -$5.99K -80 -0.2%
CAM
274
Capstone Asset Management
Texas
$2.82M -$39.5K -528 -1%
DnB Asset Management
275
DnB Asset Management
Norway
$2.79M +$7.49K +100 +0.3%
9 10
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