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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 %
LIM
526
Leavell Investment Management
Alabama
$323K 4,565 +133 +3%
EWM
527
Evercore Wealth Management
New York
$321K 4,533 -97 -2%
ADBIC
528
A.D. Beadell Investment Counsel
Wisconsin
$318K 4,495 – –
Mackenzie Financial
529
Mackenzie Financial
Ontario, Canada
$316K 4,469 +38 +0.9%
CSS
530
Cubist Systematic Strategies
Connecticut
$314K 4,435 -540 -11%
HT
531
HighTower Trust
Texas
$314K 4,440 +4,440 New
BWM
532
BerganKDV Wealth Management
Minnesota
$307K 4,330 -22 -0.5%
GLA
533
Good Life Advisors
Pennsylvania
$307K 4,325 +214 +5%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$305K 4,310 +200 +5%
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$303K 4,279 +577 +16%
CG
536
CFO4Life Group
Texas
$302K 4,260 +4,260 New
CCA
537
Checchi Capital Advisers
California
$299K 4,222 -397 -9%
BHA
538
Beech Hill Advisors
New York
$292K 4,125 – –
SGCA
539
Steel Grove Capital Advisors
Tennessee
$290K 4,099 -765 -16%
SRSA
540
S.R. Schill & Associates
Washington
$290K 4,088 – –
SDWMA
541
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K 4,100 +4,100 New
TC
542
Telemus Capital
Michigan
$289K 4,080 -27 -0.7%
EWM
543
Evermay Wealth Management
Virginia
$288K 4,061 +810 +25%
Verition Fund Management
544
Verition Fund Management
Connecticut
$288K 4,064 +4,064 New
SMC
545
Smith, Moore & Co
Missouri
$284K 4,005 +19 +0.5%
GT
546
Glenview Trust
Kentucky
$282K 3,970 – –
TW
547
Transform Wealth
Colorado
$278K 3,925 -80 -2%
BWM
548
Bernicke Wealth Management
Wisconsin
$278K 3,922 +3,922 New
TNB
549
Thomasville National Bank
Georgia
$277K 3,910 +3,910 New
OWD
550
Osborn Williams & Donohoe
Ohio
$271K 3,825 – –
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