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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.

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
1
Wells Fargo
California
$429M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M
3
AIM
3
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
4
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
O
3
OppenheimerFunds
New York
$6.04M
4
EIP
4
Epoch Investment Partners
New York
$392M
5
BC
5
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
751
Segall Bryant & Hamill
Illinois
– -$212K -2,991 Closed
BCMO
752
Buckingham Capital Management (Ohio)
Ohio
– -$206K -2,908 Closed
TH
753
Timber Hill
Connecticut
– -$204K -2,885 Closed
VWM
754
Valley Wealth Managers
New Jersey
– -$113K -1,600 Closed
PVH
755
Psagot Value Holdings
Israel
– -$106K -1,500 Closed
SF
756
Synovus Financial
Georgia
– -$57K -820 Closed
HFM
757
Harvest Fund Management
China
– -$50K -702 Closed
BIG
758
Bellwether Investment Group
Tennessee
– -$28K -397 Closed
CGT
759
Capital Guardian Trust
California
– -$21K -300 Closed
MA
760
MCF Advisors
Kentucky
– -$16K -232 Closed
RFA
761
Reilly Financial Advisors
California
– -$16K -227 Closed
AIM
762
Acrospire Investment Management
Illinois
– -$14K -200 Closed
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$14K -200 Closed
CCM
764
Cribstone Capital Management
Maine
– -$11K -155 Closed
HCA
765
Harbour Capital Advisors
Virginia
– -$10.8K -153 Closed
GI
766
Gradient Investments
Minnesota
– -$6K -85 Closed
WP
767
WealthPLAN Partners
Nebraska
– -$5.52K -77 Closed
CBT
768
Central Bank & Trust
Kentucky
– -$4K -63 Closed
KIG
769
Kessler Investment Group
Indiana
– -$3K -40 Closed
PWM
770
Perigon Wealth Management
California
– -$3K -40 Closed
FFW
771
Fusion Family Wealth
New York
– -$1K -19 Closed
SA
772
SpiderRock Advisors
Delaware
– -$65K – –
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