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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$990M
3
AIM
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
Morgan Stanley
New York
$379M
3
O
OppenheimerFunds
New York
$6.04M
4
EIP
Epoch Investment Partners
New York
$392M
5
BC
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
626
Duncker Streett & Co
Missouri
$85K -$33.4K -447 -28%
FMTCOCP
627
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82.3K – – –
AssetMark Inc
628
AssetMark Inc
California
$82K -$1.05M -13,977 -93%
IDBONY
629
Israel Discount Bank of New York
New York
$82K -$1.86K -25 -2%
TC
630
Trust Company
Kansas
$81K – – –
EA
631
Edge Advisors
Georgia
$81K +$147 +2 +0.2%
CAL
632
Capital Analysts LLC
Pennsylvania
$79.2K +$4.05K +54 +5%
FANJ
633
Financial Architects (New Jersey)
New Jersey
$78K – – –
BAM
634
Bruderman Asset Management
New York
$77K +$77K +1,026 New
HDIM
635
Hanson & Doremus Investment Management
Vermont
$75K – – –
MCA
636
Mercer Capital Advisers
New Jersey
$75K – – –
PA
637
Parallel Advisors
California
$70K -$3.44K -47 -5%
TCM
638
Tradewinds Capital Management
Washington
$69K +$69K +923 New
GLI
639
Guardian Life Insurance
New York
$62K -$42.7K -570 -41%
SSB
640
Sandy Spring Bank
Maryland
$61K +$16.8K +226 +38%
Carson Wealth (CWM LLC)
641
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
ZB
642
Zions Bancorporation
Utah
$51K -$2.8K -38 -5%
BCI
643
Brinker Capital Investments
Pennsylvania
$47K – – –
WA
644
Winfield Associates
Ohio
$47K – – –
SIM
645
Sonora Investment Management
Arizona
$45.5K +$15.6K +208 +52%
AIL
646
AGF Investments LLC
Ontario, Canada
$45K -$32.9K -438 -42%
KF
647
Krilogy Financial
Missouri
$45K – – –
PSUF
648
People's United Financial
Connecticut
$42K +$29.9K +400 +248%
RIA
649
RPG Investment Advisory
California
$41K +$41K +550 New
FHA
650
First Horizon Advisors
Tennessee
$40K -$3.58K -48 -8%
24 25
26
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