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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$140M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
3
State Street
State Street
Massachusetts
$1.58B
4
Morgan Stanley
Morgan Stanley
New York
$409M
5
AIM
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
Deutsche Bank
Germany
$161M
4
Invesco
Invesco
Georgia
$420M
5
NIPH
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
551
Trustmark National Bank Trust Department
Mississippi
$261K -$189K -2,530 -42%
IB
552
Intrust Bank
Kansas
$261K -$2.7K -36 -1%
MC
553
Muzinich & Co
New York
$258K +$107K +1,427 +71%
SI
554
SII Investments
Wisconsin
$258K +$258K +3,461 New
CL
555
Choreo LLC
Illinois
$255K +$255K +3,405 New
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$253K +$253K +3,388 New
BA
557
Boston Advisors
Massachusetts
$252K – – –
GA
558
Geneva Advisors
Illinois
$246K +$14.9K +199 +6%
EWM
559
Evermay Wealth Management
Virginia
$243K -$29.9K -400 -11%
DAC
560
Dividend Assets Capital
South Carolina
$243K – – –
ARMT
561
Amica Retiree Medical Trust
Rhode Island
$237K -$65.8K -880 -22%
MC
562
Moors & Cabot
Massachusetts
$237K +$7.5K +101 +3%
MSR
563
Main Street Research
Connecticut
$236K -$11.2K -150 -5%
GF
564
Gerstein Fisher
New York
$235K -$4.26K -57 -2%
UFG
565
United Fire Group
Iowa
$232K – – –
CFN
566
Cordasco Financial Network
Florida
$232K – – –
SFG
567
SNS Financial Group
Minnesota
$229K +$7.47K +100 +3%
WF
568
Welch & Forbes
Massachusetts
$228K +$4.11K +55 +2%
RA
569
RFG Advisory
Alabama
$228K +$228K +3,175 New
DTL
570
Dynamic Technology Lab
Singapore
$225K +$225K +3,000 New
GCP
571
GSA Capital Partners
United Kingdom
$225K +$225K +3,013 New
BTNA
572
Bremer Trust National Association
Minnesota
$220K -$1.94K -26 -0.9%
PIM
573
Parasol Investment Management
Illinois
$217K -$32.9K -440 -13%
GJIC
574
Gamble Jones Investment Counsel
California
$216K +$747 +10 +0.3%
MBT
575
Monroe Bank & Trust
Michigan
$215K +$4.11K +60 +2%
21 22
23
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