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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 %
CEP
426
Chicago Equity Partners
Illinois
$719K +$719K +11,280 New
WI
427
WrapManager Inc
California
$717K -$111K -1,738 -13%
GWM
428
Geneos Wealth Management
Colorado
$717K +$91.7K +1,439 +15%
HH
429
Hilltop Holdings
Texas
$709K -$22.2K -348 -3%
ZB
430
Zions Bancorporation
Utah
$698K +$41.4K +650 +6%
WTB
431
Washington Trust Bank
Washington
$696K +$1.21K +19 +0.2%
Group One Trading
432
Group One Trading
Illinois
$696K +$696K +10,914 New
CFA
433
Carroll Financial Associates
North Carolina
$685K +$1.47K +23 +0.2%
LFAS
434
Level Four Advisory Services
Texas
$680K -$224K -3,519 -25%
AWA
435
ARS Wealth Advisors
Florida
$671K -$518K -8,117 -44%
HI
436
HBK Investments
Texas
$667K +$667K +10,456 New
QAM
437
Quantres Asset Management
Cayman Islands
$663K +$128K +2,000 +24%
II
438
IFM Investors
Australia
$662K +$2.61K +41 +0.4%
SS
439
Simplicity Solutions
Minnesota
$661K +$313K +4,917 +90%
KCMRT
440
Kemper Corp Master Retirement Trust
Illinois
$660K +$35.1K +550 +6%
WS
441
Wedbush Securities
California
$654K -$95.4K -1,496 -13%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$644K -$19.1K -300 -3%
AAIM
443
American Assets Investment Management
California
$638K – – –
BCB
444
Brian C. Broderick
$638K +$638K +10,000 New
FC
445
Forte Capital
New York
$635K +$121K +1,905 +24%
BCM
446
Bayesian Capital Management
New York
$631K -$116K -1,813 -15%
IRF
447
IBM Retirement Fund
New York
$629K – – –
BPM
448
Bowling Portfolio Management
Ohio
$628K +$628K +9,855 New
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$627K +$9.75K +153 +2%
HPC
450
Hobart Private Capital
North Carolina
$627K +$627K +9,827 New
16 17
18
19 20