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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 %
IIC
551
Ironwood Investment Counsel
Arizona
$268K 8,588 +1,597 +23%
AT
552
Argent Trust
Texas
$266K 3,760 +503 +15%
CFD
553
Creative Financial Designs
Indiana
$263K 3,720 +562 +18%
BTIS
554
BB&T Investment Services
North Carolina
$263K 3,688 +1,591 +76%
JPMPWA
555
J.P. Morgan Private Wealth Advisors
California
$262K 3,701 -334 -8%
OIA
556
Optimum Investment Advisors
Illinois
$258K 3,646 +100 +3%
Susquehanna International Group
557
Susquehanna International Group
Pennsylvania
$255K 3,594 -58,822 -94%
SEM
558
Suncoast Equity Management
Florida
$255K 3,605 -1,450 -29%
NFG
559
Next Financial Group
Texas
$254K 3,550 -1,829 -34%
MC
560
Moors & Cabot
Massachusetts
$253K 3,610 +3,610 New
PL
561
Perpetual Ltd
Australia
$251K 3,500 – –
WC
562
Whitnell & Co
Illinois
$249K 3,510 – –
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
$247K 3,492 – –
Cerity Partners
564
Cerity Partners
New York
$246K 3,468 +3,468 New
IH
565
IFC Holdings
Florida
$244K 3,444 -19 -0.5%
AAS
566
Annex Advisory Services
Wisconsin
$242K 3,416 +3,416 New
EFS
567
Essex Financial Services
Connecticut
$240K 3,395 +3,395 New
PL
568
Parkwood LLC
Ohio
$239K 3,372 -361 -10%
BA
569
Boston Advisors
Massachusetts
$239K 3,369 – –
WA
570
Waverly Advisors
Alabama
$238K 3,360 +3,360 New
GHAM
571
Gilman Hill Asset Management
Connecticut
$237K 3,350 -2,750 -45%
SFG
572
SNS Financial Group
Minnesota
$233K 3,282 +3,282 New
DAC
573
Dividend Assets Capital
South Carolina
$230K 3,250 – –
PCMC
574
Paragon Capital Management (Colorado)
Colorado
$226K 3,186 +3,186 New
GA
575
Geneva Advisors
Illinois
$224K 3,169 +52 +2%
21 22
23
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