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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
+$178M
2
Cohen & Steers
Cohen & Steers
New York
+$125M
3
Bank of America
Bank of America
North Carolina
+$71.5M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$63M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$139M
2
BC
Brookfield Corp
Ontario, Canada
-$122M
3
Principal Financial Group
Principal Financial Group
Iowa
-$106M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$95.8M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
276
Maryland Capital Management
Maryland
$2.49M +$38K +541 +2%
OSNBOA
277
Old Second National Bank of Aurora
Illinois
$2.45M -$30.5K -434 -1%
CWM
278
Calamos Wealth Management
Illinois
$2.41M +$24K +342 +1%
RA
279
RMR Advisors
Massachusetts
$2.4M +$351K +5,000 +17%
TAF
280
Tredje AP-fonden
Sweden
$2.38M +$33.7K +480 +1%
ST
281
Spinnaker Trust
Maine
$2.35M +$33.5K +477 +1%
PI
282
Putnam Investments
Massachusetts
$2.34M -$62.4K -888 -3%
HCM
283
Hall Capital Management
Rhode Island
$2.33M +$140K +1,991 +6%
M&T Bank
284
M&T Bank
New York
$2.33M +$100K +1,423 +4%
MML Investors Services
285
MML Investors Services
Massachusetts
$2.32M +$420K +5,980 +22%
BC
286
Barnett & Company
Tennessee
$2.29M -$35.1K -500 -2%
RJT
287
Raymond James Trust
Florida
$2.27M -$44.6K -635 -2%
QI
288
QS Investors
New York
$2.23M – – –
BFM
289
Boston Financial Management
Massachusetts
$2.21M -$933K -13,268 -30%
TF
290
TIAA FSB
Florida
$2.18M +$2.18M +30,993 New
Los Angeles Capital Management
291
Los Angeles Capital Management
California
$2.12M -$87.1K -1,240 -4%
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.11M +$196K +2,796 +10%
SAM
293
Silvercrest Asset Management
New York
$2.07M +$2.74K +39 +0.1%
LM
294
Lincluden Management
Ontario, Canada
$2.06M +$2.06M +29,285 New
WB
295
WesBanco Bank
West Virginia
$2.04M -$6.46K -92 -0.3%
PCM
296
Parsons Capital Management
Rhode Island
$2.03M +$24.2K +345 +1%
CCM
297
Cadence Capital Management
Massachusetts
$2.03M +$426K +6,064 +27%
Squarepoint
298
Squarepoint
New York
$2.01M +$907K +12,901 +82%
EIA
299
Edgemoor Investment Advisors
Maryland
$2.01M -$17.5K -249 -0.9%
ECM
300
ETrade Capital Management
Virginia
$2M +$119K +1,695 +6%
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12
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