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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 %
GXMC
476
Global X Management Company
New York
$510K +$23.7K +372 +5%
DWM
477
Doyle Wealth Management
Florida
$508K +$17K +266 +3%
PWW
478
Pettyjohn Wood & White
Virginia
$508K +$59K +925 +13%
BWM
479
Bernicke Wealth Management
Wisconsin
$504K +$47.9K +752 +11%
CG
480
Clinton Group
New York
$504K +$504K +7,906 New
JIC
481
Johnson Investment Counsel
Ohio
$500K +$1.47K +23 +0.3%
SSA
482
Schonfeld Strategic Advisors
New York
$500K +$500K +7,845 New
MAM
483
Martingale Asset Management
Massachusetts
$498K +$255 +4 +0.1%
CFG
484
CNO Financial Group
Indiana
$494K – – –
CA
485
Continuum Advisory
Idaho
$494K +$44.4K +697 +10%
BTIS
486
BB&T Investment Services
North Carolina
$494K +$84.6K +1,268 +21%
V
487
Veritable
Delaware
$492K -$1.07M -16,723 -68%
VCM
488
Virtue Capital Management
Tennessee
$491K +$491K +7,692 New
MSTVIM
489
Messner & Smith Theme Value Investment Management
California
$489K -$52.3K -820 -10%
ARMT
490
Amica Retiree Medical Trust
Rhode Island
$488K – – –
NIM
491
NuWave Investment Management
New Jersey
$487K +$487K +7,636 New
Voloridge Investment Management
492
Voloridge Investment Management
Florida
$486K -$1.16M -18,119 -70%
VIA
493
Virtus Investment Advisers
Connecticut
$479K -$21K -329 -4%
BCM
494
BTR Capital Management
California
$478K – – –
ECM
495
Everence Capital Management
Indiana
$477K -$153K -2,402 -24%
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$476K -$25.5K -400 -5%
Mackenzie Financial
497
Mackenzie Financial
Ontario, Canada
$472K +$50.2K +786 +12%
ACS
498
Archford Capital Strategies
Illinois
$470K -$70.1K -1,100 -13%
ONB
499
Old National Bancorp
Indiana
$469K -$114K -1,791 -20%
GBT
500
Grove Bank & Trust
Florida
$458K -$210K -3,290 -31%
18 19
20
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