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Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
2
Cohen & Steers
New York
$125M
3
Bank of America
3
Bank of America
North Carolina
$373M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
1
Invesco
Georgia
$562M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$354M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
651
Arax Advisory Partners
Colorado
$32K +$7.74K +112 +32%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
GBBWRPM
653
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K – – –
VFA
654
Virtus Fund Advisers
Connecticut
$30K – – –
ClearBridge Investments
655
ClearBridge Investments
New York
$29K +$776 +11 +3%
MCM
656
MV Capital Management
Maryland
$28K – – –
CAW
657
Cornerstone Advisors (Washington)
Washington
$27K +$10.9K +155 +68%
SWA
658
Sutton Wealth Advisors
Florida
$26.8K – – –
SBL
659
Sargent Bickham Lagudis
Colorado
$26K -$55K -791 -68%
QCG
660
Quadrant Capital Group
Ohio
$25K – – –
LA
661
Legacy Advisors
Pennsylvania
$25K +$9.07K +131 +57%
WPA
662
West Paces Advisors
Georgia
$23.5K -$3.02K -43 -11%
CCM
663
Covington Capital Management
California
$23K – – –
GT
664
Greenleaf Trust
Michigan
$22K +$22K +319 New
CBT
665
Capital Bank & Trust
California
$21K – – –
ST
666
Sageworth Trust
Pennsylvania
$21K – – –
DAM
667
Delta Asset Management
Tennessee
$21K – – –
TFO
668
Tarbox Family Office
California
$21K +$1.52K +22 +8%
PWM
669
Perigon Wealth Management
California
$21K +$21K +292 New
LC
670
Landaas & Company
Wisconsin
$21K +$21K +300 New
FHA
671
First Horizon Advisors
Tennessee
$20K -$18.1K -255 -47%
GAM
672
Gemmer Asset Management
California
$20K – – –
FPFS
673
First Personal Financial Services
North Carolina
$20K -$22K – –
PS
674
Portfolio Solutions
Michigan
$19K – – –
WAS
675
Winch Advisory Services
Wisconsin
$19K +$9.74K +141 +105%
25 26
27
28 29