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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 %
AIM
651
Advantage Investment Management
Iowa
$39K +$22.5K +301 +136%
HCM
652
Highlander Capital Management
New Jersey
$38K – – –
NSIM
653
North Star Investment Management
Illinois
$37K – – –
JFA
654
JNBA Financial Advisors
Minnesota
$36K – – –
CAL
655
Capital Advisors Ltd
Ohio
$36K – – –
BC
656
Bartlett & Co
Ohio
$35K +$227 +3 +0.7%
CLOS
657
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
GBBWRPM
658
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K – – –
VFA
659
Virtus Fund Advisers
Connecticut
$31K – – –
FC
660
Ferris Capital
Massachusetts
$31K +$31K +414 New
ClearBridge Investments
661
ClearBridge Investments
New York
$30K – – –
MCM
662
MV Capital Management
Maryland
$30K – – –
QCG
663
Quadrant Capital Group
Ohio
$29K +$10.4K +156 +56%
SWA
664
Sutton Wealth Advisors
Florida
$28.5K +$524 +7 +2%
WPA
665
West Paces Advisors
Georgia
$28.2K – – –
AAP
666
Arax Advisory Partners
Colorado
$26K +$5.41K +73 +26%
HI
667
Hudock Inc
Pennsylvania
$23K +$2.51K +34 +12%
DAM
668
Delta Asset Management
Tennessee
$22K – – –
FPFS
669
First Personal Financial Services
North Carolina
$22K -$21K – –
CBT
670
Capital Bank & Trust
California
$22K +$22K +300 New
ST
671
Sageworth Trust
Pennsylvania
$22K +$22K +300 New
TFO
672
Tarbox Family Office
California
$21K – – –
GAM
673
Gemmer Asset Management
California
$21K +$4.62K +62 +28%
BWM
674
Baystate Wealth Management
Massachusetts
$20K – – –
PS
675
Portfolio Solutions
Michigan
$20K – – –
25 26
27
28 29