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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 %
CHA
576
Carmichael Hill & Associates
Maryland
$278K +$278K +4,359 New
GEA
577
Glen Eagle Advisors
New Jersey
$273K +$191 +3 +0.1%
GP
578
Girard Partners
Pennsylvania
$273K – – –
HFS
579
HL Financial Services
Kentucky
$271K -$2.42K -38 -0.9%
AT
580
Argent Trust
Texas
$269K +$3.24K +51 +1%
FWCM
581
Ferguson Wellman Capital Management
Oregon
$268K -$61.2K -960 -19%
LIM
582
Leavell Investment Management
Alabama
$268K -$12.8K -200 -5%
TC
583
Telemus Capital
Michigan
$266K +$10.7K +168 +4%
BHA
584
Beech Hill Advisors
New York
$263K – – –
SRSA
585
S.R. Schill & Associates
Washington
$261K – – –
SEM
586
Suncoast Equity Management
Florida
$255K -$14K -220 -5%
CG
587
CFO4Life Group
Texas
$254K -$12.3K -192 -5%
ACG
588
Allen Capital Group
Nebraska
$251K +$251K +3,942 New
CL
589
Choreo LLC
Illinois
$250K -$16.1K -253 -6%
SMC
590
Smith, Moore & Co
Missouri
$249K -$6.84K -107 -3%
TW
591
Transform Wealth
Colorado
$247K – – –
BFM
592
Boothbay Fund Management
New York
$245K +$245K +3,836 New
GT
593
Glenview Trust
Kentucky
$242K – – –
EFS
594
Essex Financial Services
Connecticut
$236K -$35.8K -560 -13%
WA
595
Waverly Advisors
Alabama
$234K +$15.2K +239 +7%
SFG
596
Summit Financial Group
West Virginia
$233K +$829 +13 +0.4%
GLA
597
Good Life Advisors
Pennsylvania
$232K -$4.31K -69 -2%
CG
598
Caprock Group
Idaho
$227K -$117K -1,978 -34%
ASN
599
Advisory Services Network
Georgia
$225K +$67.6K +1,059 +43%
WC
600
Whitnell & Co
Illinois
$224K – – –
22 23
24
25 26