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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$556M
3
Wells Fargo
Wells Fargo
California
$443M
4
Invesco
Invesco
Georgia
$575M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$123M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$681M
4
Bank of America
Bank of America
North Carolina
$264M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDN
251
Pensionfund DSM Netherlands
Netherlands
$3.19M – – –
William Blair & Company
252
William Blair & Company
Illinois
$3.14M +$1.49M +23,392 +90%
AIM
253
Achmea Investment Management
Netherlands
$3.08M +$1.49M +23,340 +94%
MSV
254
MN Services Vermogensbeheer
Netherlands
$3.03M -$181K -3,400 -6%
IA
255
IFP Advisors
Florida
$3.02M -$2.17M -33,960 -42%
UCFA
256
United Capital Financial Advisors
Texas
$2.99M +$332K +5,212 +13%
AB
257
Amalgamated Bank
New York
$2.95M +$263K +4,123 +10%
ZIG
258
Zurich Insurance Group
Switzerland
$2.93M +$359K +5,634 +14%
PAI
259
Pittenger & Anderson Inc
Nebraska
$2.85M +$131K +2,050 +5%
Creative Planning
260
Creative Planning
Kansas
$2.83M +$1.02M +16,021 +57%
CCM
261
Catawba Capital Management
Virginia
$2.82M -$97.9K -1,535 -3%
BG
262
Bollard Group
Massachusetts
$2.82M +$34K +534 +1%
AA
263
Ancora Advisors
Ohio
$2.77M +$81.5K +1,277 +3%
TAF
264
Tredje AP-fonden
Sweden
$2.73M +$564K +8,838 +26%
BCM
265
Buckhead Capital Management
Georgia
$2.63M -$28.4K -445 -1%
TF
266
TIAA FSB
Florida
$2.62M +$644K +10,096 +33%
DCM
267
Donaldson Capital Management
Indiana
$2.6M -$19.6M -306,741 -88%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M – – –
LFR
269
Lehman Financial Resources
Pennsylvania
$2.57M -$74.3K -1,165 -3%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$198K +3,102 +8%
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
$2.51M – – –
TAM
272
Tyers Asset Management
Texas
$2.5M +$82.7K +1,296 +3%
DekaBank Deutsche Girozentrale
273
DekaBank Deutsche Girozentrale
Germany
$2.49M – – –
MML Investors Services
274
MML Investors Services
Massachusetts
$2.49M +$388K +6,088 +18%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$2.49M – – –
9 10
11
12 13