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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
$335M
2
Cohen & Steers
Cohen & Steers
New York
$125M
3
Bank of America
Bank of America
North Carolina
$373M
4
NIPH
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
Invesco
Georgia
$562M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$354M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
601
Advisory Services Network
Georgia
$173K +$58.1K +828 +51%
ST
602
Smithfield Trust
Pennsylvania
$172K – – –
GRP
603
Global Retirement Partners
California
$168K +$33.2K +473 +25%
KTC
604
Kistler-Tiffany Companies
Pennsylvania
$144K – – –
MFW
605
Mosaic Family Wealth
Missouri
$141K – – –
EWM
606
Evercore Wealth Management
New York
$140K +$6.67K +95 +5%
HI
607
Hudock Inc
Pennsylvania
$140K +$118K +1,691 +544%
NFG
608
Next Financial Group
Texas
$139K -$107K -1,565 -43%
NIT
609
NumerixS Investment Technologies
British Columbia, Canada
$137K -$959K -13,650 -88%
LNB
610
Ledyard National Bank
$133K +$5.26K +75 +4%
HFM
611
Hartford Financial Management
Connecticut
$112K – – –
FIB
612
First Interstate Bank
Montana
$112K – – –
SFSIG
613
San Francisco Sentry Investment Group
California
$108K +$98.6K +1,405 +1,049%
Bessemer Group
614
Bessemer Group
New Jersey
$107K +$8.05K +115 +8%
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$101K +$101K +1,441 New
SMG
616
Spectrum Management Group
Indiana
$100K – – –
TCOV
617
Trust Company of Vermont
Vermont
$98K -$8.11K -115 -8%
CFN
618
Cordasco Financial Network
Florida
$89K +$8.39K +119 +10%
IDBONY
619
Israel Discount Bank of New York
New York
$77K – – –
TC
620
Trust Company
Kansas
$76K – – –
EA
621
Edge Advisors
Georgia
$76K +$206 +3 +0.3%
CAL
622
Capital Analysts LLC
Pennsylvania
$75K +$703 +10 +0.9%
FANJ
623
Financial Architects (New Jersey)
New Jersey
$73K – – –
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$71K +$18.1K +256 +34%
MCA
625
Mercer Capital Advisers
New Jersey
$70K – – –
23 24
25
26 27