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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 %
PAS
451
Park Avenue Securities
New York
$625K +$171K +2,678 +38%
CI
452
Conning Inc
Connecticut
$623K +$85.5K +1,340 +16%
WT
453
Whittier Trust
California
$617K – – –
WIA
454
Wealthstreet Investment Advisors
Texas
$614K +$614K +9,629 New
NL
455
NWAM LLC
Washington
$610K +$574 +9 +0.1%
MERSOM
456
Municipal Employees' Retirement System of Michigan
Michigan
$608K -$496K -7,770 -45%
CC
457
ClearArc Capital
Ohio
$603K -$3.45K -54 -0.6%
SXL
458
Summit X LLC
Missouri
$603K +$26.6K +418 +5%
Jane Street
459
Jane Street
New York
$603K +$603K +9,454 New
FWM
460
Focused Wealth Management
New York
$597K +$45.6K +715 +8%
HAIM
461
Hunter Associates Investment Management
Pennsylvania
$582K +$28.7K +450 +5%
GI
462
GS Investments
Minnesota
$569K +$3.51K +55 +0.6%
SSWM
463
Sheets Smith Wealth Management
North Carolina
$565K +$565K +8,863 New
EAM
464
Eventide Asset Management
Massachusetts
$564K +$213K +3,350 +61%
TWI
465
Thomas White International
Illinois
$561K – – –
FP
466
Foundry Partners
Minnesota
$558K -$12.4K -194 -2%
WPP
467
Whalerock Point Partners
Rhode Island
$558K – – –
GT
468
Glenmede Trust
Pennsylvania
$556K -$48.4K -761 -8%
AIA
469
Armor Investment Advisors
North Carolina
$556K +$12.8K +200 +2%
GL
470
GLG LLC
New York
$529K – – –
VCA
471
Verdence Capital Advisors
Maryland
$524K +$524K +8,210 New
CIC
472
Carnegie Investment Counsel
Ohio
$523K -$276K -4,875 -35%
ARMC
473
American Research & Management Company
Massachusetts
$519K +$25.5K +400 +5%
FMBTD
474
First Midwest Bank Trust Division
Illinois
$516K -$3.45K -54 -0.7%
AIP
475
Ameritas Investment Partners
Nebraska
$511K -$20.6K -323 -4%
17 18
19
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