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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 %
FCI
501
Financial Counselors Inc
Kansas
$458K -$56.1K -880 -11%
Twin Tree Management
502
Twin Tree Management
Texas
$452K +$452K +7,087 New
Holocene Advisors
503
Holocene Advisors
New York
$445K +$445K +6,977 New
AWM
504
AE Wealth Management
Kansas
$443K +$6.89K +108 +2%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$438K +$20K +314 +5%
FHC
506
First Heartland Consultants
Missouri
$437K -$47.7K -747 -10%
CB
507
Chemical Bank
Michigan
$437K – – –
VF
508
Virtu Financial
New York
$416K -$12K -188 -3%
Cerity Partners
509
Cerity Partners
New York
$414K -$14.8K -233 -3%
ABC
510
Associated Banc-Corp
Wisconsin
$414K – – –
WSCM
511
Wellington Shields Capital Management
New York
$411K – – –
TCM
512
Teza Capital Management
Illinois
$411K +$411K +6,438 New
DWT
513
Dorsey & Whitney Trust
South Dakota
$407K +$5.87K +92 +1%
RFC
514
Regions Financial Corp
Alabama
$407K +$50K +786 +14%
HAG
515
HighPoint Advisor Group
Illinois
$406K +$15.1K +275 +4%
BIAS
516
Beacon Investment Advisory Services
New Jersey
$403K -$401K -6,296 -50%
ANRIA
517
American National Registered Investment Advisor
Texas
$403K – – –
Jacobs Levy Equity Management
518
Jacobs Levy Equity Management
New Jersey
$402K +$402K +6,300 New
WAM
519
Wealthspire Advisors (Maryland)
Maryland
$397K -$20.3K -318 -5%
CTA
520
Colonial Trust Advisors
South Carolina
$397K +$49.4K +775 +14%
6M
521
6 Meridian
Kansas
$396K +$396K +6,216 New
PFBT
522
Parkside Financial Bank & Trust
Missouri
$395K +$7.9K +124 +2%
AIA
523
Allegis Investment Advisors
Idaho
$395K +$53K +830 +15%
AP
524
Advisor Partners
California
$373K +$14K +237 +4%
CCB
525
Cutter & Co Brokerage
Missouri
$372K +$1.98K +31 +0.5%
19 20
21
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