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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 %
Creative Planning
301
Creative Planning
Kansas
$1.73M -$1M -16,025 -37%
SCM
302
Southport Capital Management
Tennessee
$1.71M -$113K -1,800 -6%
EIA
303
Edgemoor Investment Advisors
Maryland
$1.71M +$439 +7 +0%
SDIC
304
South Dakota Investment Council
South Dakota
$1.71M – – –
BFO
305
Boston Family Office
Massachusetts
$1.69M -$520K -8,300 -24%
MAS
306
Madden Advisory Services
Florida
$1.69M -$338K -5,398 -17%
OMCS
307
Old Mutual Customised Solutions
South Africa
$1.69M – – –
WKWM
308
Walter & Keenan Wealth Management
Indiana
$1.68M +$100K +1,600 +6%
FA
309
FMA Advisory
Pennsylvania
$1.67M -$3.26K -52 -0.2%
ACC
310
Accident Compensation Corp
New Zealand
$1.66M +$169K +2,700 +11%
CBTWT
311
Community Bank & Trust (Waco, Texas)
Texas
$1.65M -$225K -3,597 -12%
SWP
312
Stratos Wealth Partners
Ohio
$1.64M -$288K -4,596 -15%
PFC
313
Phocas Financial Corp
California
$1.64M +$11K +176 +0.7%
SCM
314
Sterling Capital Management
North Carolina
$1.63M – – –
TYCC
315
Texas Yale Capital Corp
Florida
$1.61M -$148K -2,362 -8%
SOAMC
316
Spirit of America Management Corp
New York
$1.59M +$31.3K +500 +2%
HAIM
317
Hunter Associates Investment Management
Pennsylvania
$1.59M +$738K +11,775 +87%
CCM
318
Cadence Capital Management
Massachusetts
$1.56M -$18.1K -288 -1%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$1.56M -$71.2K -1,135 -4%
EVM
320
Eaton Vance Management
Massachusetts
$1.53M -$1.24M -19,717 -45%
NAM
321
NTV Asset Management
West Virginia
$1.53M -$31.4K -500 -2%
HAG
322
HighPoint Advisor Group
Illinois
$1.52M -$67.6K -1,152 -4%
W
323
Wealthfront
California
$1.51M -$196K -3,125 -11%
JWM
324
Jackson Wealth Management
Florida
$1.51M +$11.3K +176 +0.8%
AA
325
ALPS Advisors
Colorado
$1.5M -$151K -2,407 -9%
11 12
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