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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 %
GRP
626
Global Retirement Partners
California
$170K +$17.6K +277 +12%
EAM
627
Exane Asset Management
France
$160K +$160K +2,513 New
ST
628
Smithfield Trust
Pennsylvania
$156K – – –
RA
629
Rational Advisors
New York
$147K -$44.7K -700 -23%
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$143K +$143K +2,249 New
CFD
631
Creative Financial Designs
Indiana
$142K -$77K -1,208 -35%
WG
632
Welch Group
Alabama
$142K +$142K +2,229 New
EWM
633
Evercore Wealth Management
New York
$127K – – –
LNB
634
Ledyard National Bank
$127K +$6.37K +100 +5%
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$126K -$5.5K -86 -4%
IWM
636
IHT Wealth Management
Illinois
$121K +$119K +1,897 +5,928%
FHA
637
First Horizon Advisors
Tennessee
$116K +$98.1K +1,543 +547%
SWM
638
SeaCrest Wealth Management
New York
$105K +$105K +1,640 New
HFM
639
Hartford Financial Management
Connecticut
$102K – – –
FIB
640
First Interstate Bank
Montana
$102K – – –
CG
641
Cutler Group
California
$101K +$48.9K +772 +94%
MFW
642
Mosaic Family Wealth
Missouri
$96K -$32K -500 -25%
Bessemer Group
643
Bessemer Group
New Jersey
$89K -$9.33K -145 -9%
SFSIG
644
San Francisco Sentry Investment Group
California
$81K -$16.9K -266 -17%
CFN
645
Cordasco Financial Network
Florida
$80K – – –
CAC
646
Certified Advisory Corp
Florida
$80K +$80K +1,268 New
TCOV
647
Trust Company of Vermont
Vermont
$79K -$9.56K -150 -11%
IDBONY
648
Israel Discount Bank of New York
New York
$77K +$6.42K +100 +9%
GLI
649
Guardian Life Insurance
New York
$76K +$22.7K +357 +43%
APA
650
American Portfolios Advisors
New York
$73.9K +$73.9K +1,158 New
24 25
26
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