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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 %
TSS
301
Two Sigma Securities
New York
$1.64M +$1.64M +30,168 New
CBTWT
302
Community Bank & Trust (Waco, Texas)
Texas
$1.63M -$336K -6,176 -17%
BWL
303
Bogart Wealth LLC
Virginia
$1.62M +$178K +3,261 +12%
WB
304
WesBanco Bank
West Virginia
$1.62M -$12.7K -233 -0.8%
SAM
305
Silvercrest Asset Management
New York
$1.6M – – –
BHC
306
Bowen Hanes & Co
Florida
$1.59M +$40.8K +750 +3%
SCM
307
Southport Capital Management
Tennessee
$1.58M +$163K +3,000 +11%
PCM
308
Parsons Capital Management
Rhode Island
$1.57M -$1.14K -21 -0.1%
QT
309
Quantbot Technologies
New York
$1.56M +$1.56M +28,701 New
CBOA
310
Commonwealth Bank of Australia
Australia
$1.54M +$307K +5,660 +25%
PS
311
Pensionfund Sabic
Netherlands
$1.54M +$326K +6,000 +27%
TYCC
312
Texas Yale Capital Corp
Florida
$1.53M -$157K -2,877 -9%
TCM
313
Telos Capital Management
California
$1.52M -$11.3K -208 -0.7%
RIM
314
Redpoint Investment Management
Australia
$1.51M +$56.3K +1,034 +4%
RCM
315
Riverhead Capital Management
Delaware
$1.51M +$41.4K +760 +3%
HAG
316
HighPoint Advisor Group
Illinois
$1.51M +$1.1M +19,730 +267%
CIA
317
Cascade Investment Advisors
Oregon
$1.51M +$143K +2,631 +10%
WAM
318
World Asset Management
Michigan
$1.49M -$446K -8,195 -23%
EIA
319
Edgemoor Investment Advisors
Maryland
$1.48M -$31.6K -580 -2%
W
320
Wealthfront
California
$1.48M +$290K +5,326 +24%
SDIC
321
South Dakota Investment Council
South Dakota
$1.48M – – –
OMCS
322
Old Mutual Customised Solutions
South Africa
$1.46M +$174K +3,200 +14%
FA
323
FMA Advisory
Pennsylvania
$1.46M +$3.32K +61 +0.2%
MME
324
Meag Munich Ergo
Germany
$1.45M +$482K +8,821 +50%
AA
325
ALPS Advisors
Colorado
$1.44M -$239K -4,387 -14%
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