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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 %
RGREA
726
Ranger Global Real Estate Advisors
Colorado
– -$3.79M -53,301 Closed
APFBOT
727
Amica Pension Fund Board of Trustees
Rhode Island
– -$3.43M -48,424 Closed
BIM
728
Bridgecreek Investment Management
Oklahoma
– -$3.38M -47,725 Closed
HIM
729
Hanlon Investment Management
New Jersey
– -$2.92M -41,253 Closed
GEM
730
Global Endowment Management
North Carolina
– -$2.83M -39,990 Closed
LOAMS
731
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.46M -34,701 Closed
3C
732
361 Capital
Colorado
– -$2.42M -34,179 Closed
FA
733
FMA Advisory
Pennsylvania
– -$1.89M -26,688 Closed
Jane Street
734
Jane Street
New York
– -$1.39M -19,666 Closed
QT
735
Quantbot Technologies
New York
– -$1.17M -16,508 Closed
BPM
736
Bowling Portfolio Management
Ohio
– -$1.04M -14,694 Closed
QSS
737
Quantitative Systematic Strategies
Florida
– -$955K -13,491 Closed
RA
738
Rational Advisors
New York
– -$659K -9,300 Closed
ARMT
739
Amica Retiree Medical Trust
Rhode Island
– -$523K -7,390 Closed
FP
740
FDO Partners
Massachusetts
– -$499K -7,051 Closed
GAM
741
Gotham Asset Management
New York
– -$419K -5,918 Closed
TCM
742
Teza Capital Management
Illinois
– -$403K -5,687 Closed
BC
743
Brinker Capital
Pennsylvania
– -$378K -5,340 Closed
SGCA
744
Steel Grove Capital Advisors
Tennessee
– -$290K -4,099 Closed
Verition Fund Management
745
Verition Fund Management
Connecticut
– -$288K -4,064 Closed
Susquehanna International Group
746
Susquehanna International Group
Pennsylvania
– -$255K -3,594 Closed
PL
747
Parkwood LLC
Ohio
– -$239K -3,372 Closed
GHAM
748
Gilman Hill Asset Management
Connecticut
– -$237K -3,350 Closed
GA
749
Geneva Advisors
Illinois
– -$224K -3,169 Closed
BRWA
750
B. Riley Wealth Advisors
Florida
– -$221K -3,102 Closed
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