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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.

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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
Invesco
Georgia
$407M
3
Morgan Stanley
Morgan Stanley
New York
$272M
4
Goldman Sachs
Goldman Sachs
New York
$209M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Tyers Asset Management
Texas
$2.57M +$50.2K +800 +2%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$2.55M -$5.3M -84,521 -67%
BCM
253
Buckhead Capital Management
Georgia
$2.55M +$7.84K +125 +0.3%
OPERF
254
Oregon Public Employees Retirement Fund
Oregon
$2.53M +$19.9K +318 +0.8%
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$2.45M – – –
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.44M +$364K +5,800 +18%
MML Investors Services
257
MML Investors Services
Massachusetts
$2.41M +$157K +2,503 +7%
ANI
258
American National Insurance
Texas
$2.39M – – –
CS
259
Candriam SCA
Luxembourg
$2.39M +$376K +5,995 +19%
CBOA
260
Commonwealth Bank of Australia
Australia
$2.32M +$547K +8,754 +31%
MCP
261
Martin Capital Partners
Oregon
$2.31M -$664K -10,591 -22%
WCM
262
Windward Capital Management
California
$2.31M +$28.5K +455 +1%
MCM
263
Maryland Capital Management
Maryland
$2.3M +$45.1K +720 +2%
UCFA
264
United Capital Financial Advisors
Texas
$2.3M -$1.09M -17,351 -32%
QCM
265
Quadrant Capital Management
New Jersey
$2.3M -$25.1K -400 -1%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$14.9K +238 +0.7%
OC
267
Oppenheimer & Co
New York
$2.28M -$227K -3,623 -9%
DCM
268
Dupont Capital Management
Delaware
$2.28M -$104K -1,665 -4%
DADC
269
D.A. Davidson & Co
Montana
$2.26M +$135K +2,148 +6%
PAG
270
Private Advisor Group
New Jersey
$2.25M +$195K +3,141 +10%
MYAM
271
Meiji Yasuda Asset Management
Japan
$2.24M +$680K +10,840 +44%
M&T Bank
272
M&T Bank
New York
$2.24M +$34.9K +556 +2%
RJT
273
Raymond James Trust
Florida
$2.21M +$137K +2,183 +7%
SLF
274
Sun Life Financial
Ontario, Canada
$2.21M +$2.08M +33,248 +1,728%
IA
275
IFP Advisors
Florida
$2.16M -$806K -12,860 -27%
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