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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 %
Robeco Institutional Asset Management
301
Robeco Institutional Asset Management
Netherlands
$2.09M -$308K -4,608 -13%
CA
302
Cetera Advisors
Colorado
$2.08M -$301K -4,499 -13%
FCBT
303
First Citizens Bank & Trust
North Carolina
$2.07M -$833K -12,446 -29%
DnB Asset Management
304
DnB Asset Management
Norway
$2.05M +$114K +1,700 +6%
SCA
305
Snowden Capital Advisors
New York
$2.05M +$113K +1,692 +6%
SAM
306
Silvercrest Asset Management
New York
$2.03M -$2.16M -32,328 -52%
CAN
307
Cetera Advisor Networks
California
$1.99M -$252K -3,783 -11%
Lord, Abbett & Co
308
Lord, Abbett & Co
New Jersey
$1.97M -$1.21M -18,100 -38%
RA
309
RMR Advisors
Massachusetts
$1.95M – – –
ANI
310
American National Insurance
Texas
$1.95M – – –
WB
311
WesBanco Bank
West Virginia
$1.95M +$19.5K +292 +1%
CT
312
Clearstead Trust
Maine
$1.94M +$1.94M +29,017 New
SCM
313
Schnieders Capital Management
California
$1.92M +$130K +1,945 +7%
V
314
Veritable
Delaware
$1.91M -$225K -3,355 -11%
NAM
315
NTV Asset Management
West Virginia
$1.9M – – –
ECM
316
ETrade Capital Management
Virginia
$1.87M -$15.5K -232 -0.8%
IG
317
ING Group
Netherlands
$1.86M +$1.86M +28,264 New
Creative Planning
318
Creative Planning
Kansas
$1.85M +$384K +5,735 +26%
FWIA
319
Fort Washington Investment Advisors
Ohio
$1.85M -$254K -3,800 -12%
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$1.83M +$101K +1,510 +6%
PCM
321
Parsons Capital Management
Rhode Island
$1.83M +$1.12M +16,748 +158%
EIA
322
Edgemoor Investment Advisors
Maryland
$1.8M +$99.1K +1,480 +6%
LNC
323
Lincoln National Corp
Pennsylvania
$1.78M +$87.5K +1,307 +5%
ST
324
Spinnaker Trust
Maine
$1.78M +$64.1K +958 +4%
SIM
325
Sentry Investment Management
Wisconsin
$1.77M – – –
11 12
13
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