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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 %
SIC
701
Salem Investment Counselors
North Carolina
$6K +$6K +75 New
CHC
702
City Holding Co
West Virginia
$6K +$6K +75 New
TFA
703
Transamerica Financial Advisors
Florida
$4K -$704K -7,919 -99%
NCM
704
New Capital Management
Texas
$4K – – –
FMP
705
Financial Management Professionals
Texas
$4K – – –
CHP
706
Cable Hill Partners
Oregon
$4K – – –
MIM
707
Macroview Investment Management
Maryland
$4K +$77 +1 +2%
SIA
708
Sit Investment Associates
Minnesota
$4K +$4K +49 New
FCB
709
First Command Bank
Texas
$4K +$4K +57 New
FCFS
710
First Command Financial Services
Texas
$4K +$4K +57 New
ACM
711
Aviance Capital Management
Florida
$3K +$3K +37 New
ST
712
Spot Trading
Illinois
$3K +$3K +39 New
OFW
713
Omnia Family Wealth
Florida
$3K +$3K +40 New
IF
714
Ironwood Financial
Arizona
$2K – – –
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
GWS
716
Glassman Wealth Services
Virginia
$2K – – –
TSW
717
Thompson Siegel & Walmsley
Virginia
$2K – – –
WIM
718
Westside Investment Management
California
$1.09K – – –
IWM
719
IHT Wealth Management
Illinois
$2 – – –
MME
720
Meag Munich Ergo
Germany
– -$14.1M -199,970 Closed
GCA
721
GSI Capital Advisors
California
– -$14.1M -199,600 Closed
HCM
722
Highbridge Capital Management
New York
– -$7.28M -102,842 Closed
Voloridge Investment Management
723
Voloridge Investment Management
Florida
– -$6.63M -93,544 Closed
LCM
724
Landscape Capital Management
New Jersey
– -$5.11M -72,200 Closed
AMI
725
Amica Mutual Insurance
Rhode Island
– -$4.16M -58,753 Closed
27 28
29
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