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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
$218M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$556M
3
Wells Fargo
Wells Fargo
California
$443M
4
Invesco
Invesco
Georgia
$575M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$123M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$681M
4
Bank of America
Bank of America
North Carolina
$264M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
651
Covington Capital Management
California
$73K -$23K – –
PWM
652
Perigon Wealth Management
California
$72K +$53.3K +834 +286%
EA
653
Edge Advisors
Georgia
$70K -$63 -1 -0.1%
FMB
654
Field & Main Bank
Kentucky
$70K +$70K +1,100 New
TC
655
Trust Company
Kansas
$69K – – –
CAL
656
Capital Analysts LLC
Pennsylvania
$69K +$641 +10 +0.9%
GP
657
GLG Partners
United Kingdom
$68K +$68K +1,067 New
VCM
658
Vigilant Capital Management
Maine
$67K +$67K +1,050 New
TCM
659
Tradewinds Capital Management
Washington
$66K +$6.7K +105 +11%
VFA
660
Valeo Financial Advisors
Indiana
$66K +$59.9K +943 +982%
FANJ
661
Financial Architects (New Jersey)
New Jersey
$65K -$1.99K -31 -3%
MCA
662
Mercer Capital Advisers
New Jersey
$64K – – –
HDIM
663
Hanson & Doremus Investment Management
Vermont
$64K +$64K +1,000 New
DSC
664
Duncker Streett & Co
Missouri
$62K +$636 +10 +1%
PA
665
Parallel Advisors
California
$61K -$64 -1 -0.1%
MSA
666
Marino Stram & Associates
Massachusetts
$61K +$61K +952 New
IWP
667
Icon Wealth Partners
Texas
$58K +$58K +910 New
SP
668
SWS Partners
Ohio
$54K +$54K +844 New
DAM
669
Delta Asset Management
Tennessee
$53K +$34.4K +540 +185%
AssetMark Inc
670
AssetMark Inc
California
$49K +$5.61K +88 +13%
WEC
671
Winslow Evans & Crocker
Massachusetts
$47.8K -$8.29K -130 -15%
RPC
672
Rossmore Private Capital
Connecticut
$46.5K +$46.5K +729 New
GI
673
Gradient Investments
Minnesota
$46K +$46K +715 New
AWA
674
Acorn Wealth Advisors
Michigan
$46K +$46K +730 New
GFP
675
Gryphon Financial Partners
Ohio
$44K +$44K +686 New
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27
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