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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 %
FMBTD
451
First Midwest Bank Trust Division
Illinois
$571K +$13.1K +187 +2%
FCI
452
Financial Counselors Inc
Kansas
$567K +$7.38K +105 +1%
FC
453
Forte Capital
New York
$566K -$11.9K -170 -2%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$553K +$14.1K +200 +3%
VIA
455
Virtus Investment Advisers
Connecticut
$551K -$70.7K -1,005 -11%
JIC
456
Johnson Investment Counsel
Ohio
$550K +$5.06K +72 +0.9%
MAM
457
Martingale Asset Management
Massachusetts
$549K +$352K +5,000 +178%
TH
458
Timber Hill
Connecticut
$546K +$546K +7,768 New
ARMC
459
American Research & Management Company
Massachusetts
$544K -$860K -12,250 -61%
CFG
460
CNO Financial Group
Indiana
$544K – – –
DWM
461
Doyle Wealth Management
Florida
$541K -$9.48K -135 -2%
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$538K +$538K +7,649 New
GXMC
463
Global X Management Company
New York
$536K +$58.7K +835 +12%
ZCA
464
Zeke Capital Advisors
Pennsylvania
$535K +$317K +4,516 +146%
FHC
465
First Heartland Consultants
Missouri
$534K +$134K +1,905 +33%
BCM
466
BTR Capital Management
California
$527K -$3.52K -50 -0.7%
WAM
467
Wolverine Asset Management
Illinois
$525K +$88.2K +1,255 +20%
AFNAS
468
American Financial Network Advisory Services
California
$522K +$522K +7,425 New
BWM
469
Bernicke Wealth Management
Wisconsin
$503K +$74.1K +1,055 +17%
BPC
470
Banque Pictet & Cie
Switzerland
$497K -$59.7K -850 -11%
CA
471
Continuum Advisory
Idaho
$496K +$7.74K +110 +2%
PWW
472
Pettyjohn Wood & White
Virginia
$495K -$7.03K -100 -1%
PAS
473
Park Avenue Securities
New York
$493K +$208K +2,989 +73%
LS
474
Livforsakringsbolaget Skandia
Sweden
$488K – – –
HAG
475
HighPoint Advisor Group
Illinois
$481K -$513K -7,574 -52%
17 18
19
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