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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 %
MBT
576
Monroe Bank & Trust
Michigan
$222K 3,141 – –
BRWA
577
B. Riley Wealth Advisors
Florida
$221K 3,102 +7 +0.2%
UFG
578
United Fire Group
Iowa
$220K 3,100 – –
WF
579
Welch & Forbes
Massachusetts
$217K 3,070 +15 +0.5%
AFP
580
Ausdal Financial Partners
Iowa
$217K 3,061 +3,061 New
VKH
581
Virtu KCG Holdings
New York
$216K 3,049 +3,049 New
Cetera Investment Advisers
582
Cetera Investment Advisers
Illinois
$213K 3,044 +3,044 New
SBH
583
Segall Bryant & Hamill
Illinois
$212K 2,991 +2,991 New
Lazard Asset Management
584
Lazard Asset Management
New York
$211K 2,989 -336 -10%
M
585
MOTCO
Texas
$208K 2,935 +153 +5%
BCMO
586
Buckingham Capital Management (Ohio)
Ohio
$206K 2,908 -538 -16%
SCM
587
Shelton Capital Management
Colorado
$206K 2,908 -116 -4%
BTNA
588
Bremer Trust National Association
Minnesota
$205K 2,893 -250 -8%
TH
589
Timber Hill
Connecticut
$204K 2,885 -2,573 -47%
FHA
590
Flagship Harbor Advisors
Massachusetts
$204K 2,877 +2,877 New
GWM
591
Geneos Wealth Management
Colorado
$199K 2,815 -691 -20%
ST
592
Smithfield Trust
Pennsylvania
$173K 2,449 -40 -2%
PIM
593
Parasol Investment Management
Illinois
$160K 2,265 -637 -22%
WEC
594
Winslow Evans & Crocker
Massachusetts
$158K 2,234 -388 -15%
MC
595
Muzinich & Co
New York
$154K 2,180 – –
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$146K 2,056 – –
MFW
597
Mosaic Family Wealth
Missouri
$142K 2,000 – –
MIFH
598
Migdal Insurance & Financial Holdings
Israel
$141K 1,991 -501 -20%
LNB
599
Ledyard National Bank
$129K 1,820 +545 +43%
ASN
600
Advisory Services Network
Georgia
$129K 1,821 +1,821 New
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