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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
Avior Wealth Management
Nebraska
$20K – – –
CGT
652
Capital Guardian Trust
California
$20K – – –
DAM
653
Delta Asset Management
Tennessee
$20K – – –
CAW
654
Cornerstone Advisors (Washington)
Washington
$19K -$22K -326 -54%
HI
655
Hudock Inc
Pennsylvania
$18K +$18K +274 New
AAP
656
Arax Advisory Partners
Colorado
$18K +$18K +275 New
FPFS
657
First Personal Financial Services
North Carolina
$17K -$7K – –
BWM
658
Baystate Wealth Management
Massachusetts
$17K +$17K +250 New
TIM
659
Tortoise Investment Management
New York
$16K – – –
SF
660
Synovus Financial
Georgia
$16K +$3.29K +50 +26%
FHA
661
First Horizon Advisors
Tennessee
$15K – – –
LA
662
Legacy Advisors
Pennsylvania
$15K +$15K +230 New
CPIG
663
Chicago Partners Investment Group
Illinois
$14K – – –
ECM
664
Estabrook Capital Management
New York
$13.4K – – –
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
JCM
666
Jacobi Capital Management
Pennsylvania
$13K – – –
EARNEST Partners
667
EARNEST Partners
Georgia
$13K +$13K +191 New
WB
668
Webster Bank
Connecticut
$13K +$13K +200 New
PSUF
669
People's United Financial
Connecticut
$11K +$7.58K +111 +222%
GAM
670
Gemmer Asset Management
California
$10K -$1.16K -17 -10%
CCM
671
Cribstone Capital Management
Maine
$10K – – –
IWM
672
IHT Wealth Management
Illinois
$10K +$10K +148 New
MRCM
673
M&R Capital Management
New Jersey
$9K – – –
MIM
674
Macroview Investment Management
Maryland
$9K +$129 +2 +1%
CFS
675
Commonwealth Financial Services
West Virginia
$8K – – –
25 26
27
28 29