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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 %
CG
326
Colony Group
Massachusetts
$1.43M +$1.43M +26,335 New
CIBC World Market
327
CIBC World Market
Ontario, Canada
$1.42M -$25.8K -473 -2%
SCM
328
Sterling Capital Management
North Carolina
$1.42M – – –
PFC
329
Phocas Financial Corp
California
$1.41M -$20.8K -383 -1%
CCM
330
Cadence Capital Management
Massachusetts
$1.37M +$59.9K +1,100 +5%
WKWM
331
Walter & Keenan Wealth Management
Indiana
$1.37M -$10.9K -200 -0.8%
MYAM
332
Meiji Yasuda Asset Management
Japan
$1.36M +$24.5K +450 +2%
SOAMC
333
Spirit of America Management Corp
New York
$1.36M +$332K +6,100 +32%
NAM
334
NTV Asset Management
West Virginia
$1.35M -$69.4K -1,275 -5%
AWCI
335
Alpine Woods Capital Investors
New York
$1.35M – – –
MBA
336
McQueen Ball & Associates
Pennsylvania
$1.32M -$9.52K -175 -0.7%
ACC
337
Accident Compensation Corp
New Zealand
$1.3M +$664K +12,197 +105%
JWM
338
Jackson Wealth Management
Florida
$1.29M -$169K -3,063 -12%
UOC
339
UBS O'Connor
Illinois
$1.26M +$1.26M +23,100 New
GEM
340
Global Endowment Management
North Carolina
$1.25M -$87.1K -1,600 -7%
LSERS
341
Louisiana State Employees Retirement System
Louisiana
$1.23M +$10.9K +200 +0.9%
AWM
342
Aevitas Wealth Management
Massachusetts
$1.23M +$13.9K +255 +1%
FB
343
Fulton Bank
Pennsylvania
$1.23M +$19.8K +363 +2%
LCM
344
Landscape Capital Management
New Jersey
$1.21M -$76.2K -1,400 -6%
PI
345
Putnam Investments
Massachusetts
$1.18M -$600K -11,034 -34%
TCM
346
Tekla Capital Management
Massachusetts
$1.17M – – –
UB
347
UMB Bank
Missouri
$1.16M +$44.6K +819 +4%
MSAM
348
Moloney Securities Asset Management
Missouri
$1.16M +$55.3K +1,016 +5%
FAAS
349
First Allied Advisory Services
California
$1.15M +$30.3K +555 +3%
ZCA
350
Zeke Capital Advisors
Pennsylvania
$1.13M +$1.13M +20,767 New
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