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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 %
CB
476
Chemical Bank
Michigan
$481K -$27.6K -393 -5%
AWM
477
AE Wealth Management
Kansas
$480K -$84.1K -1,197 -15%
NPC
478
National Planning Corporation
California
$480K -$45.4K -645 -9%
Cerity Partners
479
Cerity Partners
New York
$473K +$194K +2,758 +69%
VF
480
Virtu Financial
New York
$472K +$472K +6,714 New
RCA
481
Rowland Carmichael Advisors
Arizona
$470K +$9.69K +138 +2%
Mackenzie Financial
482
Mackenzie Financial
Ontario, Canada
$465K +$127K +1,812 +38%
RCAG
483
Rehmann Capital Advisory Group
Michigan
$461K -$49.9K -710 -10%
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$459K -$62.7K -893 -12%
ABC
485
Associated Banc-Corp
Wisconsin
$456K – – –
WSCM
486
Wellington Shields Capital Management
New York
$453K – – –
CRC
487
Curi RMB Capital
Illinois
$449K -$17.9K -255 -4%
ANRIA
488
American National Registered Investment Advisor
Texas
$445K -$52.8K -750 -11%
DWT
489
Dorsey & Whitney Trust
South Dakota
$442K +$4.15K +59 +0.9%
BTIS
490
BB&T Investment Services
North Carolina
$438K +$87.9K +1,231 +25%
MMG
491
Monetary Management Group
Missouri
$432K -$1.04M -14,750 -71%
Mirae Asset Global Investments
492
Mirae Asset Global Investments
South Korea
$431K +$229K +3,261 +114%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$427K -$13.7K -195 -3%
AP
494
Advisor Partners
California
$426K +$4.5K +64 +1%
GCP
495
GSA Capital Partners
United Kingdom
$426K +$426K +6,065 New
BAS
496
Brown Advisory Securities
Maryland
$413K -$52.7K -750 -11%
CG
497
Caprock Group
Idaho
$409K -$2.88K -41 -0.7%
CCB
498
Cutter & Co Brokerage
Missouri
$408K +$2.04K +29 +0.5%
ACC
499
Accident Compensation Corp
New Zealand
$396K -$711K -10,118 -64%
RFC
500
Regions Financial Corp
Alabama
$394K -$96.9K -1,379 -20%
18 19
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