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Welltower
WELL

Overview Fund Activity

725 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 82 closing their positions.

Holders
725
Holders Change
-13
Holders Change %
-1.76%
% of All Funds
16.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
73
Increased
246
Reduced
294
Closed
82
Calls
$73.1M
Puts
$55.2M
Net Calls
+$17.8M
Net Calls Change
+$14.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Capital Investment Advisors
Georgia
$3.53M +$77.2K +1,232 +2%
EP
227
Elkfork Partners
Oregon
$3.53M +$69K +1,100 +2%
LM
228
Lincluden Management
Ontario, Canada
$3.51M -$1.03M -16,475 -23%
PAM
229
Private Asset Management
California
$3.46M +$605K +9,652 +21%
William Blair & Company
230
William Blair & Company
Illinois
$3.32M +$272K +4,340 +9%
CWM
231
CIBC World Markets
New York
$3.29M +$284K +4,535 +9%
MSA
232
Mason Street Advisors
Wisconsin
$3.27M +$37.6K +600 +1%
Truist Financial
233
Truist Financial
North Carolina
$3.25M -$261K -4,162 -7%
DLCIG
234
D.L. Carlson Investment Group
New Hampshire
$3.23M -$67.4K -1,075 -2%
SAM
235
Shell Asset Management
Netherlands
$3.18M -$124K -1,979 -4%
BB
236
Bell Bank
North Dakota
$3.17M +$3.17M +50,483 New
AB
237
Amalgamated Bank
New York
$3M +$110K +1,762 +4%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$2.99M -$639K -10,195 -18%
BG
239
Bollard Group
Massachusetts
$2.86M +$42.6K +679 +2%
TCM
240
Tekla Capital Management
Massachusetts
$2.86M +$1.51M +24,160 +113%
NB
241
Norinchukin Bank
Japan
$2.82M +$517K +8,244 +22%
DnB Asset Management
242
DnB Asset Management
Norway
$2.77M +$163K +2,600 +6%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$2.74M -$38.9K -621 -1%
LOAMS
244
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.71M +$605K +9,657 +29%
CCM
245
Catawba Capital Management
Virginia
$2.66M -$8.34K -133 -0.3%
HIMCH
246
Hartford Investment Management Co (HIMCO)
Connecticut
$2.66M -$1.76M -28,099 -40%
JPMPWA
247
J.P. Morgan Private Wealth Advisors
California
$2.61M +$2.61M +41,675 New
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.61M – – –
SCA
249
Snowden Capital Advisors
New York
$2.6M +$90.3K +1,441 +4%
ACP
250
Ashfield Capital Partners
California
$2.59M -$227K -3,616 -8%
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