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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 %
CA
301
Cetera Advisors
Colorado
$2M -$367K -5,214 -16%
Creative Planning
302
Creative Planning
Kansas
$1.99M +$217K +3,082 +12%
CS
303
Candriam SCA
Luxembourg
$1.98M -$255K -3,633 -11%
CAN
304
Cetera Advisor Networks
California
$1.97M -$79.5K -1,129 -4%
SCM
305
Schnieders Capital Management
California
$1.97M -$14.1K -200 -0.7%
TCM
306
Telos Capital Management
California
$1.93M +$38.6K +549 +2%
NB
307
Norinchukin Bank
Japan
$1.93M +$144K +2,046 +8%
NAM
308
NTV Asset Management
West Virginia
$1.93M -$21.1K -300 -1%
AA
309
ALPS Advisors
Colorado
$1.92M -$246K -3,507 -11%
SDIC
310
South Dakota Investment Council
South Dakota
$1.91M +$471K +6,700 +33%
SCM
311
Sterling Capital Management
North Carolina
$1.86M +$34.4K +490 +2%
RCM
312
Riverhead Capital Management
Delaware
$1.86M +$10.5K +150 +0.6%
BHC
313
Bowen Hanes & Co
Florida
$1.84M +$21.1K +300 +1%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$1.83M – – –
SCM
315
Southport Capital Management
Tennessee
$1.83M +$84.3K +1,200 +5%
William Blair & Company
316
William Blair & Company
Illinois
$1.82M -$1.2M -17,049 -40%
DADC
317
D.A. Davidson & Co
Montana
$1.82M +$65.8K +937 +4%
NA
318
NewEdge Advisors
Louisiana
$1.82M -$27.7K -406 -2%
FCBT
319
First Citizens Bank & Trust
North Carolina
$1.81M -$713K -10,148 -28%
Voloridge Investment Management
320
Voloridge Investment Management
Florida
$1.81M +$1.81M +25,742 New
JWM
321
Jackson Wealth Management
Florida
$1.79M +$83.8K +1,232 +5%
FWIA
322
Fort Washington Investment Advisors
Ohio
$1.78M +$485K +6,900 +37%
TYCC
323
Texas Yale Capital Corp
Florida
$1.78M +$65.4K +931 +4%
MYAM
324
Meiji Yasuda Asset Management
Japan
$1.76M -$20.4K -290 -1%
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
$1.76M +$506K +7,200 +40%
11 12
13
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