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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 %
MBA
326
McQueen Ball & Associates
Pennsylvania
$1.5M -$25.6K -409 -2%
CIA
327
Cascade Investment Advisors
Oregon
$1.46M -$273K -4,361 -16%
MSAM
328
Moloney Securities Asset Management
Missouri
$1.44M +$105K +1,671 +8%
UB
329
UMB Bank
Missouri
$1.42M +$83.3K +1,329 +6%
FAAS
330
First Allied Advisory Services
California
$1.41M +$72.1K +1,139 +5%
TAF
331
Tredje AP-fonden
Sweden
$1.39M -$1.53M -24,339 -52%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$1.37M -$43.9K -700 -3%
FB
333
Fulton Bank
Pennsylvania
$1.36M -$58.3K -929 -4%
Tudor Investment Corp
334
Tudor Investment Corp
Connecticut
$1.3M +$1.3M +20,713 New
PI
335
Putnam Investments
Massachusetts
$1.3M -$67.7K -1,079 -5%
BOH
336
Bank of Hawaii
Hawaii
$1.3M +$1.82K +29 +0.1%
AWM
337
Aevitas Wealth Management
Massachusetts
$1.3M -$120K -1,907 -8%
WDA
338
Wendell David Associates
New Hampshire
$1.29M – – –
CB
339
Commerce Bank
Missouri
$1.29M +$26.8K +427 +2%
ZCA
340
Zeke Capital Advisors
Pennsylvania
$1.26M -$43.8K -699 -3%
GF
341
Gabelli Funds
New York
$1.25M – – –
BA
342
Bard Associates
Illinois
$1.25M -$20.1K -320 -2%
SPIA
343
Steward Partners Investment Advisory
New York
$1.25M +$401K +6,399 +47%
SLI
344
Sumitomo Life Insurance
Japan
$1.25M +$61.1K +975 +5%
SCM
345
Schnieders Capital Management
California
$1.24M -$54.7K -873 -4%
BF
346
BOK Financial
Oklahoma
$1.23M +$46.8K +746 +4%
IC
347
Intersect Capital
California
$1.23M -$1.09M – –
Citadel Advisors
348
Citadel Advisors
Florida
$1.2M -$4.2M -66,968 -78%
KTM
349
Keeler Thomas Management
Utah
$1.2M +$132K +2,100 +12%
ISL
350
Ingalls & Snyder LLC
New York
$1.18M -$32.9K -525 -3%
12 13
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