WELL icon

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 %
AB
326
Amalgamated Bank
New York
$1.78M 25,176 +1,441 +6%
SIM
327
Sentry Investment Management
Wisconsin
$1.78M 25,162 -1,217 -5%
CIA
328
Cascade Investment Advisors
Oregon
$1.78M 25,135 -716 -3%
CCM
329
Cadence Capital Management
Massachusetts
$1.77M 24,960 -8,414 -25%
AWCI
330
Alpine Woods Capital Investors
New York
$1.76M 24,803 – –
QI
331
QS Investors
New York
$1.75M 24,676 +16,100 +188%
MML Investors Services
332
MML Investors Services
Massachusetts
$1.75M 24,652 +24,652 New
TYCC
333
Texas Yale Capital Corp
Florida
$1.73M 24,394 -1,094 -4%
HCM
334
Hall Capital Management
Rhode Island
$1.73M 24,354 -723 -3%
CBOA
335
Commonwealth Bank of Australia
Australia
$1.71M 24,134 +3,110 +15%
BHC
336
Bowen Hanes & Co
Florida
$1.71M 24,145 +3,220 +15%
FB
337
Fulton Bank
Pennsylvania
$1.71M 24,077 -1,871 -7%
SCM
338
Southport Capital Management
Tennessee
$1.69M 23,900 +23,900 New
JWM
339
Jackson Wealth Management
Florida
$1.68M 23,272 +1,124 +5%
Creative Planning
340
Creative Planning
Kansas
$1.67M 23,595 -4,029 -15%
NB
341
Norinchukin Bank
Japan
$1.67M 23,559 +1,566 +7%
DADC
342
D.A. Davidson & Co
Montana
$1.65M 23,330 +909 +4%
KRS
343
Kentucky Retirement Systems
Kentucky
$1.65M 23,245 -3,062 -12%
HighTower Advisors
344
HighTower Advisors
Illinois
$1.61M 22,709 +4,868 +27%
CB
345
Commerce Bank
Missouri
$1.58M 22,307 +3,908 +21%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.58M 22,300 -500 -2%
PS
347
Pensionfund Sabic
Netherlands
$1.58M 22,247 +5,000 +29%
BA
348
Bard Associates
Illinois
– – – –
ICOA
349
Investment Centers of America
North Dakota
$1.56M 22,015 -16,379 -43%
SOAMC
350
Spirit of America Management Corp
New York
$1.54M 21,800 +1,500 +7%
12 13
14
15 16