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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 %
DC
576
Davenport & Co
Virginia
$209K -$13.3K -178 -6%
M
577
MOTCO
Texas
$208K -$27K -361 -11%
MCWS
578
McKinley Carter Wealth Services
West Virginia
$207K -$10.9K -146 -5%
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$205K -$8.9K -119 -4%
AP
580
Appleton Partners
Massachusetts
$204K – – –
FTIOP
581
Fiduciary Trust International of Pennsylvania
Pennsylvania
$202K +$4.03K +54 +2%
PL
582
Perpetual Ltd
Australia
$202K +$202K +2,700 New
MA
583
MUFG Americas
New York
$199K – – –
WEC
584
Winslow Evans & Crocker
Massachusetts
$196K -$6.43K -86 -3%
ST
585
Smithfield Trust
Pennsylvania
$186K – – –
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$155K – – –
MWP
587
MYCIO Wealth Partners
Pennsylvania
$153K – – –
WIC
588
Woodmont Investment Counsel
Tennessee
$144K +$144K +1,922 New
PVH
589
Psagot Value Holdings
Israel
$135K – – –
ASN
590
Advisory Services Network
Georgia
$126K +$56.4K +756 +81%
FIB
591
First Interstate Bank
Montana
$120K – – –
HFM
592
Hartford Financial Management
Connecticut
$119K +$119K +1,600 New
AIM
593
Advantage Investment Management
Iowa
$115K +$49.4K +662 +75%
TCIM
594
TIAA CREF Investment Management
New York
$110K +$12.9K +171,978 +13%
GLI
595
Guardian Life Insurance
New York
$100K +$974 +13 +1%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$96K +$1.05K +14 +1%
LNB
597
Ledyard National Bank
$95K – – –
SFG
598
SevenBridge Financial Group
Pennsylvania
$90K +$88.8K +1,269 +7,465%
DSC
599
Duncker Streett & Co
Missouri
$88K +$9.41K +126 +12%
PWM
600
Perigon Wealth Management
California
$86K +$86K +1,145 New
22 23
24
25 26