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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$357M
2
Invesco
Invesco
Georgia
$551M
3
Goldman Sachs
Goldman Sachs
New York
$319M
4
Morgan Stanley
Morgan Stanley
New York
$446M
5
Asset Management One
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
American Century Companies
Missouri
$27M
3
PI
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
276
Investment Centers of America
North Dakota
$2.56M +$394K +5,915 +18%
OC
277
Oppenheimer & Co
New York
$2.55M +$209K +3,118 +9%
MCM
278
Maryland Capital Management
Maryland
$2.55M -$39.8K -595 -2%
APFBOT
279
Amica Pension Fund Board of Trustees
Rhode Island
$2.51M +$1.13M +16,871 +82%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$2.5M +$26.6K +397 +1%
BG
281
Bollard Group
Massachusetts
$2.48M +$32.5K +486 +1%
BC
282
Barnett & Company
Tennessee
$2.48M -$80.3K -1,200 -3%
GEM
283
Global Endowment Management
North Carolina
$2.48M +$1.46M +21,830 +144%
OSNBOA
284
Old Second National Bank of Aurora
Illinois
$2.47M +$42.6K +636 +2%
JG
285
Jefferies Group
New York
$2.47M +$1.28M +19,167 +109%
TAM
286
Tyers Asset Management
Texas
$2.47M +$2.47M +36,832 New
CAM
287
Capstone Asset Management
Texas
$2.41M +$439K +6,560 +22%
CBTWT
288
Community Bank & Trust (Waco, Texas)
Texas
$2.39M -$100K -1,498 -4%
IRF
289
IBM Retirement Fund
New York
$2.36M -$7.6K -108 -0.3%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$2.36M +$2.36M +35,175 New
TAF
291
Tredje AP-fonden
Sweden
$2.33M -$369K -5,506 -14%
QCM
292
Quadrant Capital Management
New Jersey
$2.31M -$18.7K -280 -0.8%
CA
293
Callahan Advisors
Texas
$2.29M +$2.29M +34,253 New
AA
294
ALPS Advisors
Colorado
$2.29M -$270K -4,038 -11%
CCM
295
Cadence Capital Management
Massachusetts
$2.23M +$1.02M +15,312 +85%
GHA
296
Garcia Hamilton & Associates
Texas
$2.21M +$199K +2,974 +10%
BWFM
297
Bridgewater Wealth & Financial Management
Maryland
$2.18M -$5.69K -85 -0.3%
RJT
298
Raymond James Trust
Florida
$2.13M +$110K +1,640 +5%
Squarepoint
299
Squarepoint
New York
$2.11M +$2.11M +31,570 New
MYAM
300
Meiji Yasuda Asset Management
Japan
$2.1M -$179K -2,680 -8%
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