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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 %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$394K +$16.9K +240 +4%
BCM
502
Brookstone Capital Management
Illinois
$391K -$30.1K -428 -7%
JSL
503
JT Stratford LLC
Georgia
$388K +$281 +4 +0.1%
EAM
504
Eventide Asset Management
Massachusetts
$387K – – –
QI
505
Quotient Investors
New York
$387K +$21.1K +300 +6%
CCM
506
Chilton Capital Management
Texas
$386K +$386K +5,490 New
SS
507
Simplicity Solutions
Minnesota
$383K -$325K -4,634 -46%
FNBT
508
FineMark National Bank & Trust
Florida
$383K -$33.1K -470 -8%
CTA
509
Colonial Trust Advisors
South Carolina
$383K +$29.9K +425 +8%
BFC
510
Blue Fin Capital
Rhode Island
$378K – – –
AIA
511
Allegis Investment Advisors
Idaho
$377K +$114K +1,617 +43%
GVT
512
Genesee Valley Trust
New York
$374K -$2.11K -30 -0.6%
TMAM
513
Tokio Marine Asset Management
Japan
$373K +$102K +1,458 +38%
DDC
514
DF Dent & Co
Maryland
$372K +$3.23K +46 +0.9%
RIA
515
Regal Investment Advisors
Michigan
$370K -$49.1K -698 -12%
RG
516
Renaissance Group
Kentucky
$369K +$369K +5,257 New
ZIC
517
ZWJ Investment Counsel
Georgia
$365K – – –
MNBTD
518
Moody National Bank Trust Division
Texas
$364K -$52.8K -750 -13%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$363K -$19.4K -276 -5%
CS
520
Comerica Securities
Michigan
$360K -$3.86K -55 -1%
HIC
521
Holderness Investments Company
North Carolina
$360K +$3.66K +52 +1%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$360K +$6.19K +88 +2%
CPA
523
Clear Perspective Advisors
Illinois
$355K -$26.5K -377 -7%
RIM
524
Rampart Investment Management
Connecticut
$354K +$52.8K +751 +18%
GHA
525
Garcia Hamilton & Associates
Texas
$352K -$416K -5,920 -54%
19 20
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