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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 %
TRCT
626
Tower Research Capital (TRC)
New York
$62K 879 -6,199 -88%
SF
627
Synovus Financial
Georgia
$57K 820 +577 +237%
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$53K 750 -60 -7%
ZB
629
Zions Bancorporation
Utah
$52K 730 +26 +4%
Bessemer Group
630
Bessemer Group
New Jersey
$51K 715 -1,459 -67%
HFM
631
Harvest Fund Management
China
$50K 702 -300 -30%
BCI
632
Brinker Capital Investments
Pennsylvania
$45K 630 – –
WA
633
Winfield Associates
Ohio
$44K 624 – –
SSB
634
Sandy Spring Bank
Maryland
$42K 595 -247 -29%
FHA
635
First Horizon Advisors
Tennessee
$41K 585 +384 +191%
KF
636
Krilogy Financial
Missouri
$40K 600 – –
NSIM
637
North Star Investment Management
Illinois
$35K 500 – –
HCM
638
Highlander Capital Management
New Jersey
$35K 500 – –
CAL
639
Capital Advisors Ltd
Ohio
$34K 475 – –
JFA
640
JNBA Financial Advisors
Minnesota
$34K 480 – –
BC
641
Bartlett & Co
Ohio
$33K 460 +3 +0.7%
TCM
642
Tradewinds Capital Management
Washington
– – – –
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$31K 438 – –
GBBWRPM
644
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K 428 +428 New
VFA
645
Virtus Fund Advisers
Connecticut
$30K 424 – –
SIM
646
Sonora Investment Management
Arizona
$28.3K 400 – –
MCM
647
MV Capital Management
Maryland
$28K 400 -60 -13%
BIG
648
Bellwether Investment Group
Tennessee
$28K 397 – –
ClearBridge Investments
649
ClearBridge Investments
New York
$28K 400 +400 New
CAW
650
Cornerstone Advisors (Washington)
Washington
$27K 383 +101 +36%
24 25
26
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