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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 %
BOH
351
Bank of Hawaii
Hawaii
$1.46M -$14.5K -227 -1%
KRS
352
Kentucky Retirement Systems
Kentucky
$1.46M +$22.7K +356 +2%
CBOA
353
Commonwealth Bank of Australia
Australia
$1.45M -$1.21K -19 -0.1%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$1.43M -$38.3K -600 -3%
AWM
355
Aevitas Wealth Management
Massachusetts
$1.42M +$1.42M +22,317 New
PS
356
Pensionfund Sabic
Netherlands
$1.42M – – –
FB
357
Fulton Bank
Pennsylvania
$1.41M -$99.9K -1,567 -7%
W
358
Wealthfront
California
$1.4M +$505K +7,919 +57%
Squarepoint
359
Squarepoint
New York
$1.38M -$445K -6,985 -24%
TCM
360
Tekla Capital Management
Massachusetts
$1.37M – – –
RFM
361
Royal Fund Management
Florida
$1.34M +$340K +5,339 +34%
FCBT
362
First Citizens Bank & Trust
North Carolina
$1.33M -$312K -4,894 -19%
LWAC
363
Laurel Wealth Advisors (California)
California
$1.33M +$100K +1,573 +8%
DILIC
364
Dai-ichi Life Insurance Company
Japan
$1.32M – – –
BA
365
Bard Associates
Illinois
$1.32M -$1.49M – –
FAAS
366
First Allied Advisory Services
California
$1.32M +$351K +5,470 +36%
WDA
367
Wendell David Associates
New Hampshire
$1.32M – – –
PAG
368
Private Advisor Group
New Jersey
$1.31M -$1.71M -27,303 -57%
CB
369
Commerce Bank
Missouri
$1.31M -$118K -1,846 -8%
UB
370
UMB Bank
Missouri
$1.3M -$22.1K -347 -2%
MSAM
371
Moloney Securities Asset Management
Missouri
$1.29M +$54.9K +861 +4%
HI
372
Horizon Investments
North Carolina
$1.27M +$1.27M +17,723 New
SLI
373
Sumitomo Life Insurance
Japan
$1.26M +$483K +7,570 +62%
ISL
374
Ingalls & Snyder LLC
New York
$1.24M -$63.8K -1,000 -5%
EVM
375
Eaton Vance Management
Massachusetts
$1.21M -$117K -1,833 -9%
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