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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 Market Value Shares Shares
Change 		Shares
Change %
ECM
651
Estabrook Capital Management
New York
$15K 200 – –
JCM
652
Jacobi Capital Management
Pennsylvania
$14K 200 – –
SF
653
Synovus Financial
Georgia
$14K 193 – –
CF
654
CenterStar Fund
Illinois
– – – –
GAM
655
Gemmer Asset Management
California
$12K 164 – –
CCM
656
Cribstone Capital Management
Maine
$11K 155 – –
EFSCE
657
Enterprise Financial Services Corp (EFSC)
Missouri
$11K 147 – –
PI
658
PineBridge Investments
New York
$11K 142 +142 New
WP
659
WealthPLAN Partners
Nebraska
$10.2K 142 -126 -47%
MRCM
660
M&R Capital Management
New Jersey
$10K 135 – –
OC
661
Oakworth Capital
Alabama
$10K 133 – –
MIM
662
Macroview Investment Management
Maryland
$10K 138 +2 +1%
JWA
663
JFS Wealth Advisors
Pennsylvania
$9K 125 – –
CFS
664
Commonwealth Financial Services
West Virginia
$9K 121 – –
PFSC
665
Peoples Financial Services Corp
Pennsylvania
$8K 111 +111 New
FPFS
666
First Personal Financial Services
North Carolina
– – – –
QCG
667
Quadrant Capital Group
Ohio
$7K 149 – –
IIC
668
Integrated Investment Consultants
Michigan
$7K 100 – –
LWM
669
LBA Wealth Management
Florida
$7K 100 – –
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$7K 100 – –
AW
671
Alpha Windward
Massachusetts
$6K 75 – –
JIR
672
James Investment Research
Ohio
$4K 47 – –
RWG
673
Regal Wealth Group
California
$4K 60 – –
FMP
674
Financial Management Professionals
Texas
$4K 64 – –
PSUF
675
People's United Financial
Connecticut
$4K 50 – –
25 26
27
28 29