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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
+$213M
2
Invesco
Invesco
Georgia
+$175M
3
Goldman Sachs
Goldman Sachs
New York
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$188M
2
American Century Companies
American Century Companies
Missouri
-$98.3M
3
PI
PGGM Investments
Netherlands
-$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
326
Kentucky Retirement Systems
Kentucky
$1.76M -$70.2K -1,048 -4%
SCM
327
Sterling Capital Management
North Carolina
$1.76M -$29.5K -441 -2%
ACC
328
Accident Compensation Corp
New Zealand
$1.76M – – –
FB
329
Fulton Bank
Pennsylvania
$1.74M -$21.4K -320 -1%
CIA
330
Cascade Investment Advisors
Oregon
$1.73M +$1.73M +25,851 New
RCM
331
Riverhead Capital Management
Delaware
$1.72M -$690K -10,300 -29%
HCM
332
Hengehold Capital Management
Ohio
$1.72M -$7.63K -114 -0.4%
TYCC
333
Texas Yale Capital Corp
Florida
$1.71M +$10.4K +156 +0.6%
CWM
334
Calamos Wealth Management
Illinois
$1.71M +$45.8K +684 +3%
HCM
335
Hall Capital Management
Rhode Island
$1.68M +$1.68M +25,077 New
DCM
336
Dupont Capital Management
Delaware
$1.68M +$1.68M +25,054 New
CWM
337
CIBC World Markets
New York
$1.66M +$1.66M +24,869 New
AWCI
338
Alpine Woods Capital Investors
New York
$1.66M – – –
LM
339
Lincluden Management
Ontario, Canada
$1.66M – – –
TCM
340
Telos Capital Management
California
$1.66M +$117K +1,749 +8%
WKWM
341
Walter & Keenan Wealth Management
Indiana
$1.65M -$669K -10,000 -29%
BA
342
Bard Associates
Illinois
$1.64M -$1.87M – –
AB
343
Amalgamated Bank
New York
$1.59M +$460K +6,871 +41%
VNA
344
Valley National Advisers
Pennsylvania
$1.54M -$16.9K -253 -1%
MBA
345
McQueen Ball & Associates
Pennsylvania
$1.53M -$32.1K -480 -2%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.53M – – –
DADC
347
D.A. Davidson & Co
Montana
$1.5M +$601K +8,996 +67%
JWM
348
Jackson Wealth Management
Florida
$1.49M -$8.95K -133 -0.6%
EVM
349
Eaton Vance Management
Massachusetts
$1.49M +$141K +2,110 +10%
DILIC
350
Dai-ichi Life Insurance Company
Japan
$1.48M +$1.48M +22,163 New
12 13
14
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