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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.

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
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
626
Howe & Rusling
New York
$38K +$38K +507 New
Bessemer Group
627
Bessemer Group
New Jersey
$38K +$38K +508 New
TCM
628
Tradewinds Capital Management
Washington
$38K +$38K +510 New
HCM
629
Highlander Capital Management
New Jersey
$37K – – –
NSIM
630
North Star Investment Management
Illinois
$37K – – –
CAL
631
Capital Advisors Ltd
Ohio
$36K – – –
MCM
632
MV Capital Management
Maryland
$34K – – –
BC
633
Bartlett & Co
Ohio
$34K +$225 +3 +0.7%
VFA
634
Virtus Fund Advisers
Connecticut
$32K – – –
SIM
635
Sonora Investment Management
Arizona
$29.9K +$29.9K +400 New
JSAM
636
J. Safra Asset Management
New York
$28K – – –
PFS
637
Physicians Financial Services
North Carolina
$26K – – –
AIM
638
Anchor Investment Management
South Carolina
$24.3K – – –
DAM
639
Delta Asset Management
Tennessee
$22K -$3.24K -43 -13%
AWM
640
Avior Wealth Management
Nebraska
$22K – – –
CGT
641
Capital Guardian Trust
California
$22K – – –
CHP
642
Cable Hill Partners
Oregon
$22K +$22K +308 New
SAM
643
Solaris Asset Management
New York
$19K +$19K +250 New
VOYA Investment Management
644
VOYA Investment Management
Georgia
$18.2K +$82 +1,096 +0.5%
JIC
645
Joel Isaacson & Co
New York
$18K +$6.67K +90 +59%
TIM
646
Tortoise Investment Management
New York
$18K +$18K +243 New
CPIG
647
Chicago Partners Investment Group
Illinois
$16K – – –
FHA
648
First Horizon Advisors
Tennessee
$15K -$22.5K -302 -60%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
VIA
650
Vantage Investment Advisors
Pennsylvania
$15K +$15K +195 New
24 25
26
27 28