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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 %
PAI
251
Pittenger & Anderson Inc
Nebraska
$3M -$59.7K -850 -2%
AB
252
Amalgamated Bank
New York
$2.96M +$57.6K +819 +2%
AA
253
Ancora Advisors
Ohio
$2.96M +$9.98K +142 +0.3%
BCM
254
Buckhead Capital Management
Georgia
$2.93M -$1.5M -21,346 -34%
UCFA
255
United Capital Financial Advisors
Texas
$2.93M -$469K -6,672 -14%
LFR
256
Lehman Financial Resources
Pennsylvania
$2.92M +$10.2K +145 +0.4%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M -$86.6K -1,232 -3%
ZIG
258
Zurich Insurance Group
Switzerland
$2.83M -$1.3M -18,473 -31%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$2.77M +$99.1K +1,410 +4%
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$2.74M – – –
OC
261
Oppenheimer & Co
New York
$2.72M +$56.3K +801 +2%
CGH
262
Crossmark Global Holdings
Texas
$2.7M +$2.7M +38,341 New
MAS
263
Madden Advisory Services
Florida
$2.69M -$14.8K -210 -0.5%
ANI
264
American National Insurance
Texas
$2.68M +$632K +9,000 +31%
WAM
265
World Asset Management
Michigan
$2.67M +$1.9K +27 +0.1%
TAM
266
Tyers Asset Management
Texas
$2.66M +$3.37K +48 +0.1%
DnB Asset Management
267
DnB Asset Management
Norway
$2.62M – – –
CC
268
Cipher Capital
New York
$2.61M +$2.61M +37,182 New
HighTower Advisors
269
HighTower Advisors
Illinois
$2.59M +$295K +4,210 +13%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$2.58M -$25.2K -358 -1%
CBTWT
271
Community Bank & Trust (Waco, Texas)
Texas
$2.57M -$3.66K -52 -0.1%
SRC
272
Shufro Rose & Co
New York
$2.57M – – –
QCM
273
Quadrant Capital Management
New Jersey
$2.53M +$61.5K +875 +2%
SCA
274
Snowden Capital Advisors
New York
$2.53M +$35.4K +503 +1%
DekaBank Deutsche Girozentrale
275
DekaBank Deutsche Girozentrale
Germany
$2.49M +$164K +2,188 +7%
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