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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
776
Orrstown Financial Services
Pennsylvania
$1K – – –
BCMIO
777
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +13 New
II
778
Inspire Investing
Idaho
$1K +$1K +13 New
WIM
779
Westside Investment Management
California
$938 – – –
DAM
780
Diamant Asset Management
Connecticut
$226 +$226 +3,550 New
PCG
781
Private Capital Group
Connecticut
$124 +$124 +1,698 New
Credit Agricole
782
Credit Agricole
France
– -$39.7M -565,001 Closed
KWILP
783
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$13.1M -186,975 Closed
DPIM
784
Duff & Phelps Investment Management
Illinois
– -$11.4M -162,668 Closed
BSA
785
Braun Stacey Associates
New York
– -$8.67M -123,366 Closed
NFA
786
Nationwide Fund Advisors
Ohio
– -$7.27M -103,485 Closed
DCM
787
Driehaus Capital Management
Illinois
– -$5.07M -72,114 Closed
CC
788
Cipher Capital
New York
– -$2.61M -37,182 Closed
CWM
789
Calamos Wealth Management
Illinois
– -$2.41M -34,219 Closed
CA
790
Cetera Advisors
Colorado
– -$2M -28,355 Closed
BVDMP
791
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$1.69M -23,987 Closed
N
792
Natixis
France
– -$1.27M -18,070 Closed
ICOA
793
Investment Centers of America
North Dakota
– -$1.24M -17,669 Closed
AFS
794
Access Financial Services
Minnesota
– -$910K -12,942 Closed
TH
795
Timber Hill
Connecticut
– -$546K -7,768 Closed
ZCA
796
Zeke Capital Advisors
Pennsylvania
– -$535K -7,613 Closed
BPC
797
Banque Pictet & Cie
Switzerland
– -$497K -7,075 Closed
NPC
798
National Planning Corporation
California
– -$480K -6,824 Closed
CRC
799
Curi RMB Capital
Illinois
– -$449K -6,386 Closed
GCP
800
GSA Capital Partners
United Kingdom
– -$426K -6,065 Closed
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32
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