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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
276
CIBC World Markets
New York
$2.68M 37,876 +13,007 +52%
DnB Asset Management
277
DnB Asset Management
Norway
$2.63M 37,127 +6,500 +21%
CBTWT
278
Community Bank & Trust (Waco, Texas)
Texas
$2.57M 36,300 +671 +2%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$2.53M 35,766 +591 +2%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$2.53M 35,742 +4,501 +14%
QCM
281
Quadrant Capital Management
New Jersey
$2.51M 35,458 +1,000 +3%
BOH
282
Bank of Hawaii
Hawaii
$2.51M 35,369 -5,712 -14%
PI
283
Putnam Investments
Massachusetts
$2.51M 35,369 -3,816 -10%
OSNBOA
284
Old Second National Bank of Aurora
Illinois
$2.5M 35,293 -1,617 -4%
DCM
285
Dupont Capital Management
Delaware
$2.48M 34,970 +9,916 +40%
BC
286
Barnett & Company
Tennessee
$2.46M 34,732 -2,300 -6%
LOAMS
287
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.46M 34,701 +34,701 New
3C
288
361 Capital
Colorado
$2.42M 34,179 +34,179 New
AIM
289
Achmea Investment Management
Netherlands
$2.42M 34,169 +34,169 New
CWM
290
Calamos Wealth Management
Illinois
$2.37M 33,476 +8,001 +31%
DCM
291
Driehaus Capital Management
Illinois
$2.37M 33,404 -11,446 -26%
CA
292
Cetera Advisors
Colorado
$2.34M 32,995 +1,950 +6%
RJT
293
Raymond James Trust
Florida
$2.33M 32,956 +1,201 +4%
SCA
294
Snowden Capital Advisors
New York
$2.28M 32,254 +1,634 +5%
BWFM
295
Bridgewater Wealth & Financial Management
Maryland
$2.28M 32,241 -275 -0.8%
Los Angeles Capital Management
296
Los Angeles Capital Management
California
$2.25M 31,719 -105,712 -77%
CAN
297
Cetera Advisor Networks
California
$2.22M 31,299 +1,431 +5%
IG
298
ING Group
Netherlands
$2.13M 30,476 +2,212 +8%
CT
299
Clearstead Trust
Maine
$2.13M 30,028 +1,011 +3%
SAM
300
Silvercrest Asset Management
New York
$2.12M 29,871 -421 -1%
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