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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 %
BAS
526
Brown Advisory Securities
Maryland
$370K -$3.94K -62 -1%
CS
527
Comerica Securities
Michigan
$367K +$40.2K +630 +12%
DC
528
Davenport & Co
Virginia
$366K +$366K +5,737 New
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$365K +$365K +5,729 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$354K -$89.4K -1,400 -20%
FAN
531
Financial Advisors Network
California
$353K -$220K -3,449 -38%
MMG
532
Monetary Management Group
Missouri
$352K -$39.8K -625 -10%
LAIC
533
Lederer & Associates Investment Counsel
California
$343K +$28.1K +440 +9%
DDC
534
DF Dent & Co
Maryland
$337K – – –
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$337K +$245K +3,839 +266%
BFC
536
Blue Fin Capital
Rhode Island
$336K -$7.65K -120 -2%
RCA
537
Rowland Carmichael Advisors
Arizona
$334K -$93.3K -1,462 -22%
AFNAS
538
American Financial Network Advisory Services
California
$332K -$141K -2,218 -30%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$332K -$26.1K -409 -7%
DS
540
DRW Securities
Illinois
$331K +$331K +5,184 New
MNBTD
541
Moody National Bank Trust Division
Texas
$330K – – –
LNC
542
Lincoln National Corp
Pennsylvania
$329K +$329K +5,158 New
RG
543
Renaissance Group
Kentucky
$328K -$7.47K -117 -2%
GVT
544
Genesee Valley Trust
New York
$327K -$12.8K -200 -4%
HIC
545
Holderness Investments Company
North Carolina
$327K – – –
ZIC
546
ZWJ Investment Counsel
Georgia
$326K -$5.23K -82 -2%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$326K – – –
CPA
548
Clear Perspective Advisors
Illinois
$322K – – –
MA
549
Montag & Associates
Georgia
$322K +$3.38K +53 +1%
CPIA
550
Cornell Pochily Investment Advisors
New York
$320K +$320K +5,023 New
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