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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 %
BOH
351
Bank of Hawaii
Hawaii
$1.12M -$124K -2,285 -10%
SCM
352
Schnieders Capital Management
California
$1.12M -$402K -7,385 -26%
WDA
353
Wendell David Associates
New Hampshire
$1.12M – – –
Holocene Advisors
354
Holocene Advisors
New York
$1.12M +$740K +13,593 +195%
BA
355
Bard Associates
Illinois
$1.1M +$1.1M +20,287 New
SWP
356
Strategic Wealth Partners
Ohio
$1.1M -$193K -3,543 -15%
CB
357
Commerce Bank
Missouri
$1.1M -$17.4K -319 -2%
IC
358
Intersect Capital
California
$1.09M -$1.49M – –
CM
359
Crestline Management
Texas
$1.09M +$1.09M +20,032 New
GF
360
Gabelli Funds
New York
$1.09M +$1.09M +20,000 New
ASN
361
Advisory Services Network
Georgia
$1.08M +$887K +16,295 +462%
Twin Tree Management
362
Twin Tree Management
Texas
$1.06M +$675K +12,404 +175%
KRS
363
Kentucky Retirement Systems
Kentucky
$1.05M -$191K -3,511 -15%
ISL
364
Ingalls & Snyder LLC
New York
$1.05M -$7.08K -130 -0.7%
BF
365
BOK Financial
Oklahoma
$1.03M +$96.4K +1,772 +10%
SLI
366
Sumitomo Life Insurance
Japan
$1.03M -$47.8K -879 -4%
Brown Advisory
367
Brown Advisory
Maryland
$1.01M +$16.3K +300 +2%
LWAC
368
Laurel Wealth Advisors (California)
California
$996K -$140K -2,573 -12%
DP
369
Dearborn Partners
Illinois
$995K -$7.6M -139,591 -88%
FBT
370
First Bank & Trust
South Dakota
$992K +$219K +4,031 +28%
WI
371
WrapManager Inc
California
$988K +$376K +6,907 +61%
FAM
372
Fred Alger Management
New York
$971K -$12.8K -236 -1%
PSF
373
Pacific Sun Financial
California
$968K +$968K +17,787 New
IAA
374
Independent Advisor Alliance
North Carolina
$965K -$67.3K -1,247 -7%
EAM
375
Eventide Asset Management
Massachusetts
$958K +$476K +8,750 +99%
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