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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 %
SFG
676
SevenBridge Financial Group
Pennsylvania
$19K – – –
TIM
677
Tortoise Investment Management
New York
$18K – – –
BBHC
678
Brown Brothers Harriman & Co
New York
$18K +$16.4K +215 +1,024%
CAW
679
Cornerstone Advisors (Washington)
Washington
$17K -$11.6K -155 -40%
LA
680
Legacy Advisors
Pennsylvania
$17K – – –
CPIG
681
Chicago Partners Investment Group
Illinois
$16K -$4.32K -58 -21%
VIA
682
Vantage Investment Advisors
Pennsylvania
$15K – – –
JCM
683
Jacobi Capital Management
Pennsylvania
$15K – – –
WB
684
Webster Bank
Connecticut
$15K – – –
BWA
685
Burt Wealth Advisors
Maryland
$15K +$15K +207 New
ECM
686
Estabrook Capital Management
New York
$15K – – –
AIM
687
Anchor Investment Management
South Carolina
$15K – – –
PCP
688
Proficio Capital Partners
Massachusetts
$14K +$6.78K +91 +94%
VWA
689
V Wealth Advisors
Kansas
$11K +$11K +129 New
SFSIG
690
San Francisco Sentry Investment Group
California
$10K +$10K +134 New
WAS
691
Winch Advisory Services
Wisconsin
$10K +$10K +134 New
MRCM
692
M&R Capital Management
New Jersey
$9K – – –
JWA
693
JFS Wealth Advisors
Pennsylvania
$9K – – –
PFSC
694
Peoples Financial Services Corp
Pennsylvania
$8K – – –
SAM
695
Solaris Asset Management
New York
$8K +$8K +105 New
QAM
696
QCI Asset Management
New York
$8K +$8K +110 New
EFSCE
697
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$9.81K -136 -58%
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$7K -$70 -1 -1%
TRCT
699
Tower Research Capital (TRC)
New York
$6K -$57.5K -796 -91%
First Manhattan
700
First Manhattan
New York
$6K – – –
26 27
28
29 30