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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 %
BIAS
401
Beacon Investment Advisory Services
New Jersey
$886K +$443K +6,310 +100%
SLI
402
Sumitomo Life Insurance
Japan
$857K -$15K -213 -2%
PP
403
Paloma Partners
Connecticut
$849K -$348K -4,955 -29%
WCM
404
Windward Capital Management
California
$827K +$27.9K +397 +3%
WS
405
Wedbush Securities
California
$826K +$128K +1,825 +18%
BCM
406
Bayesian Capital Management
New York
$823K +$823K +11,713 New
HH
407
Hilltop Holdings
Texas
$805K +$25.6K +365 +3%
LCM
408
Landscape Capital Management
New Jersey
$794K +$794K +11,300 New
GBA
409
Garrison Bradford & Associates
New York
$787K -$70.2K -1,000 -8%
CT
410
Clearstead Trust
Maine
$777K -$1.18M -16,764 -60%
WTB
411
Washington Trust Bank
Washington
$766K +$32.2K +458 +4%
GBT
412
Grove Bank & Trust
Florida
$737K +$225K +3,202 +44%
CFA
413
Carroll Financial Associates
North Carolina
$735K +$5.07K +74 +0.7%
SIM
414
Sentry Investment Management
Wisconsin
$734K -$1.04M -14,722 -59%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$731K +$21.1K +300 +3%
II
416
IFM Investors
Australia
$727K +$23.6K +336 +3%
ZB
417
Zions Bancorporation
Utah
$724K +$675K +9,609 +1,389%
LIA
418
LS Investment Advisors
Michigan
$705K +$29.5K +420 +4%
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$704K +$66.3K +943 +10%
AAIM
420
American Assets Investment Management
California
$703K – – –
CIBC World Market
421
CIBC World Market
Ontario, Canada
$699K -$1.15M -16,325 -62%
Verition Fund Management
422
Verition Fund Management
Connecticut
$696K +$696K +9,908 New
ECM
423
Everence Capital Management
Indiana
$695K – – –
IRF
424
IBM Retirement Fund
New York
$692K – – –
GWM
425
Geneos Wealth Management
Colorado
$689K +$560K +7,972 +434%
15 16
17
18 19