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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$178M
2
Cohen & Steers
Cohen & Steers
New York
+$125M
3
Bank of America
Bank of America
North Carolina
+$71.5M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$63M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$139M
2
BC
Brookfield Corp
Ontario, Canada
-$122M
3
Principal Financial Group
Principal Financial Group
Iowa
-$106M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$95.8M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
551
Steel Grove Capital Advisors
Tennessee
$288K +$288K +4,099 New
SRSA
552
S.R. Schill & Associates
Washington
$287K – – –
VAM
553
Verity Asset Management
North Carolina
$281K -$41.4K -590 -13%
TC
554
Telemus Capital
Michigan
$281K -$5.62K -80 -2%
SMC
555
Smith, Moore & Co
Missouri
$281K – – –
PM
556
Parametrica Management
Hong Kong
$277K -$130K -1,857 -32%
RA
557
RFG Advisory
Alabama
$274K -$83.1K -1,215 -23%
TW
558
Transform Wealth
Colorado
$272K – – –
GT
559
Glenview Trust
Kentucky
$267K – – –
EWM
560
Evermay Wealth Management
Virginia
$264K -$14K -200 -5%
ED
561
Exane Derivatives
France
$262K +$74.6K +1,062 +40%
EP
562
Edgestream Partners
New Jersey
$262K -$184K -2,626 -41%
TNB
563
Thomasville National Bank
Georgia
$261K -$70 -1 -0%
CCA
564
Checchi Capital Advisers
California
$259K +$2.25K +32 +0.9%
GLA
565
Good Life Advisors
Pennsylvania
$257K -$12K -176 -4%
CAG
566
Csenge Advisory Group
Florida
$257K +$257K +3,654 New
SFG
567
Summit Financial Group
West Virginia
$256K -$19.3K -275 -7%
CAM
568
Columbia Asset Management
Michigan
$252K +$252K +3,590 New
WC
569
Whitnell & Co
Illinois
$247K – – –
LP
570
LMR Partners
United Kingdom
$246K -$1.18M -16,818 -83%
MC
571
Muzinich & Co
New York
$246K +$92.8K +1,320 +61%
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
$245K -$704 -10 -0.3%
Capital Fund Management (CFM)
573
Capital Fund Management (CFM)
France
$244K -$1.14M -16,266 -82%
IH
574
IFC Holdings
Florida
$244K -$10.5K -149 -4%
CFD
575
Creative Financial Designs
Indiana
$241K -$1.12K -16 -0.5%
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