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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 %
FNBT
551
FineMark National Bank & Trust
Florida
$315K -$32.1K -503 -9%
NAM
552
North American Management
Massachusetts
$315K – – –
HR
553
Howe & Rusling
New York
$313K +$22.6K +355 +8%
BCM
554
Brookstone Capital Management
Illinois
$312K -$42.4K -666 -12%
CWS
555
Cypress Wealth Services
California
$312K +$312K +4,894 New
RIA
556
Regal Investment Advisors
Michigan
$311K -$24.5K -384 -7%
GCA
557
Gideon Capital Advisors
New York
$311K +$311K +4,870 New
BC
558
Brinker Capital
Pennsylvania
$310K +$2.81K +44 +0.9%
WB
559
Webster Bank
Connecticut
$306K – – –
RA
560
RFG Advisory
Alabama
$305K +$53.5K +852 +21%
FIM
561
Freedom Investment Management
Connecticut
$301K -$11.9K -187 -4%
STA
562
Summit Trail Advisors
New York
$300K +$300K +4,857 New
BJL
563
Brighton Jones LLC
Washington
$299K -$6.44K -101 -2%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$299K +$9.37K +147 +3%
AFP
565
Ausdal Financial Partners
Iowa
$297K +$26.8K +420 +10%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$294K -$6.57K -103 -2%
LOAME
567
Lombard Odier Asset Management (Europe)
United Kingdom
$294K – – –
FDS
568
Freedom Day Solutions
Texas
$294K +$294K +4,609 New
IHL
569
Investment House LLC
California
$293K – – –
EWF
570
Epstein & White Financial
California
$293K +$293K +4,780 New
EWM
571
Evermay Wealth Management
Virginia
$291K +$51.3K +805 +21%
IA
572
IFG Advisory
Georgia
$290K +$290K +4,550 New
RIM
573
Rampart Investment Management
Connecticut
$286K -$34.7K -545 -11%
KI
574
Koch Industries
Kansas
$286K +$286K +4,490 New
CAG
575
Csenge Advisory Group
Florida
$279K +$45.7K +716 +20%
21 22
23
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