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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 %
NB
276
Norinchukin Bank
Japan
$2M +$391K +7,177 +24%
WCM
277
Windward Capital Management
California
$1.98M +$631K +11,601 +47%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M +$326K +5,998 +20%
MCM
279
Maryland Capital Management
Maryland
$1.96M +$39.7K +730 +2%
MML Investors Services
280
MML Investors Services
Massachusetts
$1.95M -$177K -3,249 -8%
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$1.92M -$10.9K -200 -0.6%
BFO
282
Boston Family Office
Massachusetts
$1.92M +$637K +11,700 +50%
M&T Bank
283
M&T Bank
New York
$1.92M +$56.5K +1,036 +3%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$1.9M -$12.3K -214 -0.6%
RA
285
RMR Advisors
Massachusetts
$1.86M – – –
DADC
286
D.A. Davidson & Co
Montana
$1.85M +$317K +5,814 +21%
LOAMS
287
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.83M -$129K -2,363 -7%
HighTower Advisors
288
HighTower Advisors
Illinois
$1.81M +$80.3K +1,480 +5%
COPPSERS
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.8M +$653 +12 +0%
QI
290
QS Investors
New York
$1.8M – – –
RJT
291
Raymond James Trust
Florida
$1.8M +$125K +2,301 +7%
MAS
292
Madden Advisory Services
Florida
$1.76M -$123K -2,268 -7%
PAG
293
Private Advisor Group
New Jersey
$1.76M +$641K +12,025 +57%
ECM
294
ETrade Capital Management
Virginia
$1.75M +$205K +3,768 +13%
CS
295
Candriam SCA
Luxembourg
$1.75M +$185K +3,404 +12%
LIA
296
LS Investment Advisors
Michigan
$1.74M +$1.01M +18,505 +137%
PCAP
297
Pratt Collard Advisory Partners
New York
$1.72M +$64K +1,176 +4%
SWP
298
Stratos Wealth Partners
Ohio
$1.67M -$1.76M -32,297 -51%
DILIC
299
Dai-ichi Life Insurance Company
Japan
$1.67M +$544K +10,000 +48%
CGH
300
Crossmark Global Holdings
Texas
$1.67M -$125K -2,292 -7%
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