WELL icon

Welltower
WELL

Overview Fund Activity

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M

Top Buyers

1
PI
PGGM Investments
Netherlands
$335M
2
Cohen & Steers
Cohen & Steers
New York
$125M
3
Bank of America
Bank of America
North Carolina
$373M
4
NIPH
NN Investment Partners Holdings
Netherlands
$88.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.75B

Top Sellers

1
Invesco
Invesco
Georgia
$562M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$354M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$354M
5
LIMS
Lasalle Investment Management Securities
Maryland
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$5.81M -$93K -1,323 -2%
GIA
202
Gateway Investment Advisers
Ohio
$5.79M +$141 +2 +0%
MPM
203
Meritage Portfolio Management
Kansas
$5.72M +$9.84K +140 +0.2%
IA
204
IFP Advisors
Florida
$5.72M -$94.3K -1,342 -2%
GHCM
205
Glen Harbor Capital Management
California
$5.66M +$7.17K +102 +0.1%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$5.6M -$9.42K -134 -0.2%
US Bancorp
207
US Bancorp
Minnesota
$5.5M +$109K +1,547 +2%
FA
208
FDx Advisors
Illinois
$5.47M -$183K -2,602 -3%
JG
209
Jefferies Group
New York
$5.47M -$24.9K -355 -0.5%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$5.29M +$93.1K +1,325 +2%
MOACM
211
Mutual of America Capital Management
New York
$5.29M +$213K +3,032 +4%
DCM
212
Driehaus Capital Management
Illinois
$5.07M +$1.01M +14,410 +25%
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.86M +$379K +5,400 +8%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$4.75M -$327K -4,657 -6%
EIM
215
ExxonMobil Investment Management
Texas
$4.73M -$207K -2,941 -4%
MCIM
216
Meadow Creek Investment Management
Georgia
$4.66M +$5.9K +84 +0.1%
VHAM
217
Van Hulzen Asset Management
California
$4.64M +$19K +271 +0.4%
CIA
218
Capital Investment Advisors
Georgia
$4.52M -$703 -10 -0%
SWP
219
Stratos Wealth Partners
Ohio
$4.49M -$208K -2,962 -4%
ACP
220
Ashfield Capital Partners
California
$4.46M +$5.97K +85 +0.1%
AMG
221
Advisors Management Group
Wisconsin
$4.45M -$20.8K -296 -0.5%
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$4.43M +$302K +4,296 +7%
AMI
223
Amica Mutual Insurance
Rhode Island
$4.33M +$4.33M +61,593 New
Rafferty Asset Management
224
Rafferty Asset Management
New York
$4.31M +$483K +6,867 +13%
GCM
225
Garland Capital Management
Washington
$4.25M -$69.7K -992 -2%
7 8
9
10 11