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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
476
Livforsakringsbolaget Skandia
Sweden
$492K -$1.2M -17,000 -71%
GBT
477
Grove Bank & Trust
Florida
$485K -$194K -2,733 -29%
CA
478
Continuum Advisory
Idaho
$479K +$479K +6,758 New
HAIM
479
Hunter Associates Investment Management
Pennsylvania
$466K +$78K +1,100 +20%
BIAS
480
Beacon Investment Advisory Services
New Jersey
$465K – – –
RCA
481
Rowland Carmichael Advisors
Arizona
$464K -$8.99K -127 -2%
ABC
482
Associated Banc-Corp
Wisconsin
$460K – – –
BAS
483
Brown Advisory Securities
Maryland
$457K -$50.5K -714 -10%
WSCM
484
Wellington Shields Capital Management
New York
$457K +$457K +6,450 New
DWT
485
Dorsey & Whitney Trust
South Dakota
$453K +$16.5K +233 +4%
SBIA
486
Sheaff Brock Investment Advisors
Indiana
$437K +$7.09K +100 +2%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$433K -$33.7K -476 -7%
W
488
Wealthfront
California
$427K +$170K +2,400 +66%
BFC
489
Blue Fin Capital
Rhode Island
$421K -$7.79K -110 -2%
MNBTD
490
Moody National Bank Trust Division
Texas
$419K – – –
GAM
491
Gotham Asset Management
New York
$419K +$419K +5,918 New
PAG
492
Pinnacle Advisory Group
Maryland
$418K +$144K +2,032 +52%
FWCM
493
Ferguson Wellman Capital Management
Oregon
$409K -$31.1K -440 -7%
CCB
494
Cutter & Co Brokerage
Missouri
$407K -$31.9K -450 -7%
CG
495
Caprock Group
Idaho
$407K +$407K +5,751 New
WA
496
WFG Advisors
Texas
$406K +$20.4K +288 +5%
TCM
497
Teza Capital Management
Illinois
$403K +$403K +5,687 New
FHC
498
First Heartland Consultants
Missouri
$401K +$13.2K +186 +3%
FIM
499
Freedom Investment Management
Connecticut
$400K -$404K -5,696 -50%
JSL
500
JT Stratford LLC
Georgia
$390K -$17.4K -246 -4%
18 19
20
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