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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 %
Los Angeles Capital Management
276
Los Angeles Capital Management
California
$2.15M +$1.82M +29,090 +568%
RA
277
RMR Advisors
Massachusetts
$2.14M – – –
BCM
278
BlueCrest Capital Management
Jersey
$2.14M +$1.76M +28,011 +452%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$2.14M -$75.2K -1,200 -3%
DekaBank Deutsche Girozentrale
280
DekaBank Deutsche Girozentrale
Germany
$2.05M -$95.5K -1,473 -4%
TRCT
281
Tower Research Capital (TRC)
New York
$2.01M +$2.01M +31,990 New
QI
282
QS Investors
New York
$1.97M -$103K -1,650 -5%
BWL
283
Bogart Wealth LLC
Virginia
$1.93M +$75.4K +1,203 +4%
DILIC
284
Dai-ichi Life Insurance Company
Japan
$1.93M – – –
PCAP
285
Pratt Collard Advisory Partners
New York
$1.91M -$65.5K -1,045 -3%
WB
286
WesBanco Bank
West Virginia
$1.9M +$40.2K +641 +2%
ECM
287
ETrade Capital Management
Virginia
$1.87M -$145K -2,305 -7%
BHC
288
Bowen Hanes & Co
Florida
$1.87M +$37.9K +605 +2%
HighTower Advisors
289
HighTower Advisors
Illinois
$1.86M -$229K -3,643 -11%
PCM
290
Parsons Capital Management
Rhode Island
$1.86M +$49K +781 +3%
CGH
291
Crossmark Global Holdings
Texas
$1.85M -$68.3K -1,090 -4%
SAM
292
Silvercrest Asset Management
New York
$1.84M -$752 -12 -0%
RIM
293
Rampart Investment Management
Connecticut
$1.82M +$1.57M +24,977 +629%
RCM
294
Riverhead Capital Management
Delaware
$1.78M +$40.5K +646 +2%
PS
295
Pensionfund Sabic
Netherlands
$1.77M – – –
OAM
296
Oxford Asset Management
United Kingdom
$1.77M +$703K +11,268 +66%
TCM
297
Telos Capital Management
California
$1.76M +$11.7K +187 +0.7%
WAM
298
World Asset Management
Michigan
$1.76M +$46.2K +737 +3%
ARTA
299
A.R.T. Advisors
New York
$1.76M +$1.76M +28,000 New
RIM
300
Redpoint Investment Management
Australia
$1.74M – – –
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