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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$357M
2
Invesco
Invesco
Georgia
$551M
3
Goldman Sachs
Goldman Sachs
New York
$319M
4
Morgan Stanley
Morgan Stanley
New York
$446M
5
Asset Management One
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
American Century Companies
Missouri
$27M
3
PI
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
476
Global X Management Company
New York
$465K +$19.4K +289 +4%
GWM
477
GSB Wealth Management
Connecticut
$462K +$462K +6,910 New
RIA
478
Regal Investment Advisors
Michigan
$455K -$68.8K -1,028 -13%
RCA
479
Rowland Carmichael Advisors
Arizona
$447K +$32.6K +487 +8%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$442K +$116K +1,729 +36%
BIAS
481
Beacon Investment Advisory Services
New Jersey
$439K +$35.4K +530 +9%
IWM
482
Integrated Wealth Management
California
$435K +$4.62K +69 +1%
ABC
483
Associated Banc-Corp
Wisconsin
$435K +$11.8K +176 +3%
BCM
484
Brookstone Capital Management
Illinois
$433K +$8.56K +128 +2%
MC
485
Miles Capital
Iowa
$427K +$140K +2,085 +49%
SS
486
Simplicity Solutions
Minnesota
$426K +$176K +2,633 +71%
FWCM
487
Ferguson Wellman Capital Management
Oregon
$416K -$40.6K -607 -9%
CCB
488
Cutter & Co Brokerage
Missouri
$415K +$72K +1,075 +21%
VF
489
Virtu Financial
New York
$414K +$414K +6,186 New
DWT
490
Dorsey & Whitney Trust
South Dakota
$412K +$106K +1,582 +35%
GHAM
491
Gilman Hill Asset Management
Connecticut
$408K – – –
SBIA
492
Sheaff Brock Investment Advisors
Indiana
$406K +$135K +2,016 +50%
BFC
493
Blue Fin Capital
Rhode Island
$405K +$38.8K +580 +11%
AWM
494
AE Wealth Management
Kansas
$402K +$402K +6,002 New
MNBTD
495
Moody National Bank Trust Division
Texas
$396K – – –
Capital Fund Management (CFM)
496
Capital Fund Management (CFM)
France
$395K -$2.93M -43,787 -88%
Jennison Associates
497
Jennison Associates
New York
$388K +$388K +5,790 New
WTB
498
Washington Trust Bank
Washington
$385K +$46.6K +695 +14%
JSL
499
JT Stratford LLC
Georgia
$385K +$385K +5,752 New
ARMT
500
Amica Retiree Medical Trust
Rhode Island
$383K +$171K +2,556 +81%
18 19
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