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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 %
BWFM
726
Bridgewater Wealth & Financial Management
Maryland
– -$2.52M -33,672 Closed
Two Sigma Advisers
727
Two Sigma Advisers
New York
– -$2.48M -33,189 Closed
HCM
728
Hengehold Capital Management
Ohio
– -$2.15M -28,730 Closed
MF
729
Magnetar Financial
Illinois
– -$1.99M -26,594 Closed
Simplex Trading
730
Simplex Trading
Illinois
– -$1.1M -14,701 Closed
B
731
Bridgeworth
Alabama
– -$774K -10,668 Closed
SG
732
StoneX Group
New York
– -$655K -8,750 Closed
JPMPWA
733
J.P. Morgan Private Wealth Advisors
California
– -$601K -8,035 Closed
IIC
734
Ironwood Investment Counsel
Arizona
– -$210K -6,559 Closed
BCM
735
BlueCrest Capital Management
Jersey
– -$412K -5,508 Closed
HT
736
HighTower Trust
Texas
– -$385K -5,140 Closed
Two Sigma Investments
737
Two Sigma Investments
New York
– -$369K -4,934 Closed
ADBIC
738
A.D. Beadell Investment Counsel
Wisconsin
– -$336K -4,495 Closed
MYLI
739
Meiji Yasuda Life Insurance
Japan
– -$314K -4,200 Closed
BWM
740
BerganKDV Wealth Management
Minnesota
– -$250K -3,334 Closed
SDWMA
741
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$229K -3,055 Closed
MSR
742
Main Street Research
Connecticut
– -$228K -3,048 Closed
Cetera Investment Advisers
743
Cetera Investment Advisers
Illinois
– -$222K -3,004 Closed
BP
744
Ballentine Partners
Massachusetts
– -$210K -2,885 Closed
CCIA
745
Campbell & Co Investment Adviser
Maryland
– -$211K -2,825 Closed
IB
746
Intrust Bank
Kansas
– -$211K -2,818 Closed
MC
747
Miles Capital
Iowa
– -$205K -2,735 Closed
AP
748
Appleton Partners
Massachusetts
– -$204K -2,725 Closed
Group One Trading
749
Group One Trading
Illinois
– -$202K -2,705 Closed
LCM
750
Laurion Capital Management
New York
– -$112K -1,500 Closed
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