WELL icon

Welltower
WELL

Overview Fund Activity

738 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 276 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-37
Holders Change %
-4.77%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
85
Increased
281
Reduced
276
Closed
115
Calls
$57.6M
Puts
$54.2M
Net Calls
+$3.47M
Net Calls Change
+$8.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
2
PI
PGGM Investments
Netherlands
+$93.3M
3
American Century Companies
American Century Companies
Missouri
+$49.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$46.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$188M
2
Cohen & Steers
Cohen & Steers
New York
-$185M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
226
Nissay Asset Management
Japan
$3.42M -$521K -9,573 -13%
AMG
227
Advisors Management Group
Wisconsin
$3.42M -$17.2K -314 -0.5%
IOOF
228
Independent Order of Foresters
Ontario, Canada
$3.41M +$544K +10,000 +19%
GCM
229
Garland Capital Management
Washington
$3.41M +$71.9K +1,325 +2%
MSV
230
MN Services Vermogensbeheer
Netherlands
$3.29M +$185K +3,400 +6%
ACM
231
Azimuth Capital Management
Michigan
$3.23M +$432K +7,933 +15%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$3.2M -$64K -1,176 -2%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$3.12M +$145K +2,690 +5%
EIM
234
ExxonMobil Investment Management
Texas
$3.09M -$119K -2,190 -4%
QC
235
Quadrature Capital
United Kingdom
$3.07M +$3.07M +56,447 New
Truist Financial
236
Truist Financial
North Carolina
$3.05M -$49.5K -910 -2%
IA
237
IFP Advisors
Florida
$3.02M – – –
EP
238
Elkfork Partners
Oregon
$3.01M +$74.3K +1,364 +3%
CIA
239
Capital Investment Advisors
Georgia
$3M -$581K -10,669 -16%
UCFA
240
United Capital Financial Advisors
Texas
$2.94M +$391K +7,179 +15%
SAM
241
Shell Asset Management
Netherlands
$2.87M -$2.67M -49,015 -48%
DLCIG
242
D.L. Carlson Investment Group
New Hampshire
$2.86M -$144K -2,655 -5%
MSA
243
Mason Street Advisors
Wisconsin
$2.81M +$109 +2 +0%
Victory Capital Management
244
Victory Capital Management
Texas
$2.73M -$86.4K -1,588 -3%
PMG
245
ProVise Management Group
Florida
$2.67M -$163K -3,003 -6%
William Blair & Company
246
William Blair & Company
Illinois
$2.64M -$39.5K -725 -1%
WAM
247
Wolverine Asset Management
Illinois
$2.64M +$964K +17,706 +58%
CWM
248
CIBC World Markets
New York
$2.61M -$1.46M -26,840 -36%
MCP
249
Martin Capital Partners
Oregon
$2.59M +$648K +11,911 +33%
CC
250
Cipher Capital
New York
$2.55M +$2.55M +46,922 New
8 9
10
11 12