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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
526
Quotient Investors
New York
$315K – – –
LAIC
527
Lederer & Associates Investment Counsel
California
$310K +$310K +4,635 New
CCA
528
Checchi Capital Advisers
California
$309K -$10.2K -152 -3%
EWM
529
Evercore Wealth Management
New York
$309K +$70K +1,049 +29%
II
530
IFM Investors
Australia
$307K +$307K +4,581 New
BJL
531
Brighton Jones LLC
Washington
$302K +$1.87K +28 +0.6%
CS
532
Comerica Securities
Michigan
$302K +$11K +164 +4%
ADBIC
533
A.D. Beadell Investment Counsel
Wisconsin
$300K +$23K +345 +8%
LIM
534
Leavell Investment Management
Alabama
$297K – – –
Mackenzie Financial
535
Mackenzie Financial
Ontario, Canada
$297K +$35.9K +535 +14%
BWM
536
BerganKDV Wealth Management
Minnesota
$291K -$669 -10 -0.2%
PI
537
PineBridge Investments
New York
$283K +$274K +4,095 +2,884%
PCM
538
Penserra Capital Management
California
$282K +$34K +509 +14%
BHA
539
Beech Hill Advisors
New York
$276K -$3.41M -50,955 -93%
TC
540
Telemus Capital
Michigan
$275K +$1.81K +27 +0.7%
WAM
541
Wealthspire Advisors (Maryland)
Maryland
$275K +$14.4K +215 +6%
SRSA
542
S.R. Schill & Associates
Washington
$274K – – –
GLA
543
Good Life Advisors
Pennsylvania
$273K +$273K +4,111 New
JPMPWA
544
J.P. Morgan Private Wealth Advisors
California
$270K +$270K +4,035 New
TW
545
Transform Wealth
Colorado
$268K – – –
SMC
546
Smith, Moore & Co
Missouri
$267K +$3.35K +50 +1%
GT
547
Glenview Trust
Kentucky
$266K +$266K +3,970 New
EP
548
Edgestream Partners
New Jersey
$263K -$1.79M -26,643 -87%
PAG
549
Pinnacle Advisory Group
Maryland
$259K +$259K +3,875 New
DZ Bank
550
DZ Bank
Germany
$258K +$258K +3,878 New
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