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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.

New
Increased
Maintained
Reduced
Closed
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 %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$6.95M -$85.4K -1,339 -1%
SOMRS
177
State of Michigan Retirement System
Michigan
$6.93M -$210K -3,300 -3%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$6.85M +$593K +9,296 +9%
AAF
179
Andra AP-fonden
Sweden
$6.85M +$1.49M +23,400 +28%
HI
180
Honeywell International
North Carolina
$6.66M -$638K -10,000 -9%
LPL Financial
181
LPL Financial
California
$6.65M +$914K +14,330 +16%
FRAF
182
Första AP-fonden
Sweden
$6.61M -$2.82M -44,200 -30%
CC
183
Cannell & Co
New York
$6.6M +$459K +7,192 +7%
CA
184
Commerzbank Aktiengesellschaft
Germany
$6.55M -$453K -7,105 -6%
SAM
185
Shell Asset Management
Netherlands
$6.48M +$472K +7,398 +8%
TPSF
186
Texas Permanent School Fund
Texas
$6.45M -$71.5K -1,122 -1%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$6.44M -$5.45M -85,502 -46%
HCM
188
Highbridge Capital Management
New York
$6.42M +$6.42M +100,723 New
BA
189
Bridgewater Associates
Connecticut
$6.36M +$4.79M +75,128 +305%
IG
190
ING Group
Netherlands
$6.26M +$4.15K +65 +0.1%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$6.11M -$1.45M -22,788 -19%
OTPPB
192
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.09M – – –
AG
193
Advisor Group
Arizona
$6.06M +$2.56M +40,213 +73%
CTC
194
Central Trust Company
Missouri
$5.99M -$294K -4,616 -5%
CA
195
Callahan Advisors
Texas
$5.88M +$68.3K +1,071 +1%
URS
196
Utah Retirement Systems
Utah
$5.73M +$325K +5,100 +6%
KBC Group
197
KBC Group
Belgium
$5.37M -$1.39M -21,779 -21%
NMIMC
198
Northwestern Mutual Investment Management Company
Wisconsin
$5.34M +$60.7K +952 +1%
FFSOTS
199
Fiduciary Financial Services of The Southwest
Texas
$5.32M -$188K -2,943 -3%
SG Americas Securities
200
SG Americas Securities
New York
$5.31M -$2.38M -37,318 -31%
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