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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 %
SOAMC
376
Spirit of America Management Corp
New York
$1.2M -$191K -3,000 -14%
IAA
377
Independent Advisor Alliance
North Carolina
$1.2M +$128K +2,045 +12%
OSNBOA
378
Old Second National Bank of Aurora
Illinois
$1.19M -$1.04M -16,321 -47%
AAS
379
Annex Advisory Services
Wisconsin
$1.18M +$21.6K +339 +2%
AA
380
AlphaMark Advisors
Kentucky
$1.16M +$55.9K +876 +5%
Brown Advisory
381
Brown Advisory
Maryland
$1.16M +$21.5K +337 +2%
FAM
382
Fred Alger Management
New York
$1.15M -$130K -2,038 -10%
PA
383
Profund Advisors
Maryland
$1.15M -$381K -5,973 -25%
MME
384
Meag Munich Ergo
Germany
$1.13M +$1.13M +17,666 New
BF
385
BOK Financial
Oklahoma
$1.09M -$210K -3,292 -16%
HNB
386
Huntington National Bank
Ohio
$1.07M +$5.61K +88 +0.5%
FM
387
Forward Management
California
$1.06M -$89.2K -1,400 -8%
SIAP
388
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M -$44.6K -700 -4%
BG
389
Bahl & Gaynor
Ohio
$1.05M -$18.4K -288 -2%
WC
390
Whitney & Co
New York
$1.04M -$47.8K -750 -4%
MF
391
Magnetar Financial
Illinois
$1.03M +$1.03M +16,124 New
LCM
392
Liberty Capital Management
Michigan
$1.02M – – –
MIAN
393
Mariner Independent Advisor Network
Kansas
$1.02M +$1.02M +16,804 New
AT
394
Arden Trust
Delaware
$973K -$9.57K -150 -1%
MF
395
MHI Funds
New York
$971K +$971K +15,233 New
BUB
396
BBVA USA Bancshares
Texas
$969K -$66.7K -1,046 -6%
LMGAM
397
Liberty Mutual Group Asset Management
Massachusetts
$938K -$8.04K -126 -0.8%
OI
398
Oakbrook Investments
Illinois
$929K +$89.3K +1,400 +11%
SIM
399
Sentry Investment Management
Wisconsin
$929K +$263K +4,128 +40%
WTC
400
WhitTier Trust Company
Nevada
$921K -$81K -1,270 -8%
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16
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