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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EAM
501
Eventide Asset Management
Massachusetts
$390K 5,500 +500 +10%
PAS
502
Park Avenue Securities
New York
$384K 5,392 +1,741 +48%
CPA
503
Clear Perspective Advisors
Illinois
$383K 5,404 +150 +3%
BC
504
Brinker Capital
Pennsylvania
$378K 5,340 +5,340 New
IRF
505
IBM Retirement Fund
New York
$377K 3,990 -29,580 -88%
TMAM
506
Tokio Marine Asset Management
Japan
$377K 5,326 -1,725 -24%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$374K 5,280 +469 +10%
FNBT
508
FineMark National Bank & Trust
Florida
$372K 5,253 -68 -1%
DDC
509
DF Dent & Co
Maryland
$372K 5,246 – –
LAIC
510
Lederer & Associates Investment Counsel
California
$372K 5,255 +620 +13%
ZIC
511
ZWJ Investment Counsel
Georgia
$368K 5,195 +5,195 New
CL
512
Choreo LLC
Illinois
$367K 5,188 +200 +4%
GEA
513
Glen Eagle Advisors
New Jersey
$365K 5,153 -97 -2%
AP
514
Advisor Partners
California
$364K 5,142 +271 +6%
RA
515
RFG Advisory
Alabama
$361K 5,059 +1,884 +59%
CTA
516
Colonial Trust Advisors
South Carolina
$359K 5,025 – –
HIC
517
Holderness Investments Company
North Carolina
$359K 5,068 +5,068 New
MA
518
Montag & Associates
Georgia
$354K 5,000 – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$354K 5,000 – –
NAM
520
North American Management
Massachusetts
$350K 4,947 – –
CS
521
Comerica Securities
Michigan
$346K 4,885 +380 +8%
IHL
522
Investment House LLC
California
$333K 4,700 – –
QI
523
Quotient Investors
New York
$333K 4,700 – –
LOAME
524
Lombard Odier Asset Management (Europe)
United Kingdom
$326K 4,610 -711 -13%
VAM
525
Verity Asset Management
North Carolina
$325K 4,590 +4,590 New
19 20
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