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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
701
Kessler Investment Group
Indiana
$3K 40 +40 New
PWM
702
Perigon Wealth Management
California
$3K 40 +40 New
NDSI
703
Newman Dignan & Sheerar Inc
Rhode Island
$2.4K 3,388 – –
IF
704
Ironwood Financial
Arizona
$2K 33 – –
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$2K 30 – –
TSW
706
Thompson Siegel & Walmsley
Virginia
$2K 31 +31 New
GWS
707
Glassman Wealth Services
Virginia
$2K 33 +33 New
MBA
708
McQueen Ball & Associates
Pennsylvania
$1.62K 22,919 +85 +0.4%
RIM
709
Ranger International Management
Illinois
$1.08K 15,185 +14,370 +1,763%
WIM
710
Westside Investment Management
California
$1.07K 15 – –
FFW
711
Fusion Family Wealth
New York
$1K 19 +19 New
BBHC
712
Brown Brothers Harriman & Co
New York
$1K 21 +21 New
GVT
713
Genesee Valley Trust
New York
$349 4,935 +60 +1%
Millennium Management
714
Millennium Management
New York
– – -673,312 Closed
LSV Asset Management
715
LSV Asset Management
Illinois
– – -306,800 Closed
APG Asset Management
716
APG Asset Management
Netherlands
– – -109,540 Closed
Point72 Asset Management
717
Point72 Asset Management
Connecticut
– – -95,200 Closed
IP
718
InvenTrust Properties
Illinois
– – -88,800 Closed
ESCM
719
Echo Street Capital Management
New York
– – -73,717 Closed
SCM
720
Stevens Capital Management
Pennsylvania
– – -62,162 Closed
JIM
721
Jupiter Investment Management
United Kingdom
– – -56,688 Closed
MIAN
722
Mariner Independent Advisor Network
Kansas
– – -51,710 Closed
JG
723
Jefferies Group
New York
– – -36,825 Closed
Lord, Abbett & Co
724
Lord, Abbett & Co
New Jersey
– – -29,400 Closed
LNC
725
Lincoln National Corp
Pennsylvania
– – -26,647 Closed
27 28
29
30 31