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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$104M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.2M
3
Wells Fargo
Wells Fargo
California
+$69M
4
Invesco
Invesco
Georgia
+$65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$58M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$252M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
Bank of America
Bank of America
North Carolina
-$74.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
326
Phocas Financial Corp
California
$1.68M -$17.7K -278 -1%
NAM
327
NTV Asset Management
West Virginia
$1.67M -$82.9K -1,300 -5%
SCM
328
Southport Capital Management
Tennessee
$1.66M +$6.38K +100 +0.4%
SCM
329
Sterling Capital Management
North Carolina
$1.66M -$31.2K -490 -2%
EIA
330
Edgemoor Investment Advisors
Maryland
$1.65M -$41.2K -695 -2%
NFA
331
Nuveen Fund Advisors
Illinois
$1.64M -$1.19M -18,631 -42%
CAN
332
Cetera Advisor Networks
California
$1.63M -$169K -2,632 -9%
JWM
333
Jackson Wealth Management
Florida
$1.62M +$11K +179 +0.7%
SWP
334
Strategic Wealth Partners
Ohio
$1.62M +$1.62M +23,775 New
WKWM
335
Walter & Keenan Wealth Management
Indiana
$1.62M -$44.6K -700 -3%
CIA
336
Cascade Investment Advisors
Oregon
$1.6M +$16.3K +255 +1%
AWCI
337
Alpine Woods Capital Investors
New York
$1.58M – – –
WCM
338
Windward Capital Management
California
$1.58M +$831K +13,030 +111%
GEM
339
Global Endowment Management
North Carolina
$1.57M +$1.57M +24,600 New
MYAM
340
Meiji Yasuda Asset Management
Japan
$1.56M -$38.3K -600 -2%
MBA
341
McQueen Ball & Associates
Pennsylvania
$1.56M +$69.2K +1,085 +5%
CCM
342
Cadence Capital Management
Massachusetts
$1.54M -$298K -4,678 -16%
OMCS
343
Old Mutual Customised Solutions
South Africa
$1.51M +$440K +6,900 +41%
LCM
344
Landscape Capital Management
New Jersey
$1.51M +$784K +12,300 +109%
BFO
345
Boston Family Office
Massachusetts
$1.5M +$182K +2,850 +14%
FWIA
346
Fort Washington Investment Advisors
Ohio
$1.5M -$118K -1,850 -7%
SLF
347
Sun Life Financial
Ontario, Canada
$1.49M +$900K +14,111 +152%
IC
348
Intersect Capital
California
$1.49M -$1.74M – –
BFM
349
Boston Financial Management
Massachusetts
$1.48M -$529K -8,288 -26%
NA
350
NewEdge Advisors
Louisiana
$1.47M -$192K -3,061 -12%
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