WELL icon

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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$11.1M +$432K +5,770 +4%
Calamos Advisors
152
Calamos Advisors
Illinois
$11M +$78.4K +1,048 +0.7%
BSA
153
Braun Stacey Associates
New York
$10.8M -$943K -12,595 -8%
WJA
154
Williams Jones & Associates
New York
$10.7M +$237K +3,171 +2%
AG
155
Aperio Group
California
$10.6M +$2.23M +29,836 +27%
SOADOR
156
State of Alaska Department of Revenue
Alaska
$10.6M -$5.09M -67,975 -33%
SB
157
Suntrust Banks
Georgia
$10.5M +$233K +3,113 +2%
SI
158
Stephens Inc
Arkansas
$10.4M -$803K -10,729 -7%
FP
159
Foundry Partners
Minnesota
$10.2M +$19.8K +265 +0.2%
VLKIM
160
Van Lanschot Kempen Investment Management
Netherlands
$10.1M +$1.4M +18,643 +16%
First Trust Advisors
161
First Trust Advisors
Illinois
$10M -$1.29M -17,184 -11%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$9.94M +$3.41M +45,910 +52%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$9.71M +$1.12M +14,954 +13%
ECM
164
EII Capital Management
New York
$9.68M -$765K -10,225 -7%
PG
165
Pendal Group
Australia
$9.65M +$9.65M +128,973 New
Citadel Advisors
166
Citadel Advisors
Florida
$9.63M -$1.91M -25,508 -17%
CCP
167
Clough Capital Partners
Massachusetts
$9.49M -$9.64M -128,800 -50%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$9.28M +$1.96M +26,160 +27%
Comerica Bank
169
Comerica Bank
Texas
$9.28M +$23.5K +321 +0.3%
SOMRS
170
State of Michigan Retirement System
Michigan
$9.01M +$89.8K +1,200 +1%
ASRS
171
Arizona State Retirement System
Arizona
$8.96M -$225K -3,000 -2%
TCOT
172
Trust Company of Toledo
Ohio
$8.89M +$418K +5,588 +5%
MNA
173
Manning & Napier Advisors
New York
$8.57M -$250K -3,340 -3%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$8.5M +$3.82M +51,081 +82%
GIBU
175
Gulf International Bank (UK)
United Kingdom
$8.42M +$103K +1,375 +1%
5 6
7
8 9