WELL icon

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 %
BF
351
BOK Financial
Oklahoma
$1.44M -$253K -3,606 -15%
ISL
352
Ingalls & Snyder LLC
New York
$1.44M -$13.8K -197 -1%
FAM
353
Fred Alger Management
New York
$1.41M -$19.6K -279 -1%
Nomura Holdings
354
Nomura Holdings
Japan
$1.36M -$626K -8,905 -32%
MSAM
355
Moloney Securities Asset Management
Missouri
$1.36M -$10.4K -148 -0.8%
LWAC
356
Laurel Wealth Advisors (California)
California
$1.36M -$1.19K -17 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
357
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.31M +$84.7K +1,200 +7%
AWA
358
ARS Wealth Advisors
Florida
$1.31M +$24.2K +344 +2%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M -$572K -8,143 -31%
WC
360
Whitney & Co
New York
$1.28M – – –
AAS
361
Annex Advisory Services
Wisconsin
$1.28M +$99.6K +1,416 +8%
N
362
Natixis
France
$1.27M +$1.27M +18,070 New
FM
363
Forward Management
California
$1.27M – – –
Brown Advisory
364
Brown Advisory
Maryland
$1.26M -$46.4K -660 -4%
ICOA
365
Investment Centers of America
North Dakota
$1.24M +$9.47K +135 +0.8%
AA
366
AlphaMark Advisors
Kentucky
$1.22M -$100K -1,423 -8%
MERSOM
367
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M -$153K -2,170 -11%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.21M – – –
CSS
369
Cubist Systematic Strategies
Connecticut
$1.19M +$925K +13,164 +355%
OMCS
370
Old Mutual Customised Solutions
South Africa
$1.18M +$253K +3,600 +27%
BG
371
Bahl & Gaynor
Ohio
$1.18M -$30.6K -435 -3%
LCM
372
Liberty Capital Management
Michigan
$1.18M +$56.2K +825 +5%
HNB
373
Huntington National Bank
Ohio
$1.17M -$161K -2,290 -12%
IAA
374
Independent Advisor Alliance
North Carolina
$1.17M +$120K +1,755 +11%
BUB
375
BBVA USA Bancshares
Texas
$1.14M -$93.3K -1,327 -8%
13 14
15
16 17