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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 %
FCB
701
First Command Bank
Texas
$3K -$1.07K -15 -26%
FCFS
702
First Command Financial Services
Texas
$3K -$1.07K -15 -26%
TFA
703
Transamerica Financial Advisors
Florida
$3K -$462 -6 -13%
SIA
704
Sit Investment Associates
Minnesota
$3K – – –
GWS
705
Glassman Wealth Services
Virginia
$3K +$250 +3 +9%
BL
706
Balentine LLC
Georgia
$3K +$3K +47 New
IWM
707
IHT Wealth Management
Illinois
$2K -$7.25K -116 -78%
ACM
708
Aviance Capital Management
Florida
$2K -$643 -9 -24%
PFGIA
709
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
IF
710
Ironwood Financial
Arizona
$2K – – –
TSW
711
Thompson Siegel & Walmsley
Virginia
$2K – – –
AIS
712
Accurate Investment Solutions
Pennsylvania
$2K +$2K +22 New
PFC
713
Phocas Financial Corp
California
$2K +$1.21K +16,102 +153%
WIM
714
Westside Investment Management
California
$1.02K – – –
OFS
715
Orrstown Financial Services
Pennsylvania
$1K +$1K +20 New
Walleye Trading
716
Walleye Trading
New York
$981 +$981 +13,958 New
BC
717
Brookfield Corp
Ontario, Canada
– -$122M -1,623,872 Closed
ATN
718
AMF Tjänstepension
Sweden
– -$31.4M -443,004 Closed
CCP
719
Clough Capital Partners
Massachusetts
– -$9.49M -126,800 Closed
VCM
720
V3 Capital Management
Texas
– -$6.24M -83,300 Closed
JIM
721
Jupiter Investment Management
United Kingdom
– -$3.94M -52,578 Closed
AAMU
722
AEGON Asset Management (UK)
United Kingdom
– -$3.61M -48,258 Closed
GH
723
GAM Holding
Switzerland
– -$3.58M -47,844 Closed
Millennium Management
724
Millennium Management
New York
– -$3.52M -46,993 Closed
B
725
BP
United Kingdom
– -$3.37M -45,000 Closed
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