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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 %
MMG
351
Monetary Management Group
Missouri
$1.18M +$956K +15,250 +433%
NIMI
352
Natixis Investment Managers International
France
$1.18M +$949K +15,147 +419%
Boston Partners
353
Boston Partners
Massachusetts
$1.16M +$1.16M +18,540 New
CWM
354
Cornerstone Wealth Management
Missouri
$1.14M +$1.14M +70,610 New
Brown Advisory
355
Brown Advisory
Maryland
$1.14M -$23.3K -372 -2%
LWAC
356
Laurel Wealth Advisors (California)
California
$1.13M -$19.2K -306 -2%
EAM
357
Eventide Asset Management
Massachusetts
$1.1M – – –
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$1.1M +$242K +3,868 +28%
FAM
359
Fred Alger Management
New York
$1.1M -$20K -319 -2%
LCM
360
Liberty Capital Management
Michigan
$1.08M +$13.5K +216 +1%
II
361
IFM Investors
Australia
$1.05M +$347K +5,530 +49%
VIA
362
Vident Investment Advisory
Georgia
$1.05M +$670K +10,694 +177%
FBT
363
First Bank & Trust
South Dakota
$1.05M -$93.4K -1,490 -8%
IAA
364
Independent Advisor Alliance
North Carolina
$1.03M -$86.7K -1,383 -8%
SS
365
Simplicity Solutions
Minnesota
$1.02M +$213K +3,400 +26%
WAM
366
Wolverine Asset Management
Illinois
$993K -$2.04M -32,605 -67%
KRS
367
Kentucky Retirement Systems
Kentucky
$990K -$222K -3,535 -18%
SAM
368
Shamrock Asset Management
Texas
$987K +$987K +15,744 New
AI
369
Atria Investments
North Carolina
$985K +$146K +2,329 +17%
VI
370
Versor Investments
New York
$984K +$984K +15,700 New
ASN
371
Advisory Services Network
Georgia
$968K -$306K -4,765 -24%
WI
372
WrapManager Inc
California
$967K -$171K -2,726 -15%
OI
373
Oakbrook Investments
Illinois
$963K -$314 -5 -0%
HNB
374
Huntington National Bank
Ohio
$958K -$25.2K -402 -3%
PSF
375
Pacific Sun Financial
California
$954K -$181K -2,830 -16%
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15
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