WELL icon

Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$5.75M 81,158 +2,128 +3%
FA
202
FDx Advisors
Illinois
$5.72M 80,820 -24,093 -23%
GHCM
203
Glen Harbor Capital Management
California
$5.7M 80,546 +2,278 +3%
EIM
204
ExxonMobil Investment Management
Texas
$5.7M 80,511 -3,403 -4%
Korea Investment Corp
205
Korea Investment Corp
South Korea
$5.49M 77,473 +17,451 +29%
US Bancorp
206
US Bancorp
Minnesota
$5.46M 77,157 +1,376 +2%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$5.34M 75,427 -458 -0.6%
FAF
208
Fjarde Ap-fonden
Sweden
$5.26M 74,334 -3,269 -4%
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$5.19M 73,289 +31,660 +76%
NFA
210
Nuveen Fund Advisors
Illinois
$5.12M 72,288 +7,955 +12%
LCM
211
Landscape Capital Management
New Jersey
$5.11M 72,200 +4,300 +6%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$5.1M 72,076 -2,430 -3%
OTPPB
213
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.04M 71,183 +16,031 +29%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$4.77M 67,390 -2,857 -4%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.71M 66,456 +2,735 +4%
MCIM
216
Meadow Creek Investment Management
Georgia
$4.7M 66,332 +1,876 +3%
Victory Capital Management
217
Victory Capital Management
Texas
$4.64M 65,487 -2,634 -4%
Rafferty Asset Management
218
Rafferty Asset Management
New York
$4.59M 64,844 +10,160 +19%
ACP
219
Ashfield Capital Partners
California
$4.59M 64,755 +1,797 +3%
SWP
220
Stratos Wealth Partners
Ohio
$4.55M 64,232 +2,077 +3%
BCM
221
Buckhead Capital Management
Georgia
$4.52M 63,816 +185 +0.3%
MOACM
222
Mutual of America Capital Management
New York
$4.45M 62,826 +3,078 +5%
AMG
223
Advisors Management Group
Wisconsin
$4.43M 62,569 +1,418 +2%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$4.43M 62,528 +1,407 +2%
IOOF
225
Independent Order of Foresters
Ontario, Canada
$4.36M 61,583 +3,000 +5%
7 8
9
10 11