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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 %
AAS
376
Annex Advisory Services
Wisconsin
$957K -$50.5K -928 -5%
Jacobs Levy Equity Management
377
Jacobs Levy Equity Management
New Jersey
$947K +$604K +11,100 +176%
OAM
378
Oxford Asset Management
United Kingdom
$930K +$930K +17,090 New
KTM
379
Keeler Thomas Management
Utah
$925K +$190K +3,500 +26%
LCM
380
Liberty Capital Management
Michigan
$921K -$18.5K -340 -2%
MIAN
381
Mariner Independent Advisor Network
Kansas
$917K +$2.78K +51 +0.3%
CA
382
Cetera Advisors
Colorado
$894K +$894K +16,411 New
DCM
383
Donaldson Capital Management
Indiana
$862K -$1.35M -24,871 -61%
HNB
384
Huntington National Bank
Ohio
$854K -$55.4K -1,017 -6%
CAN
385
Cetera Advisor Networks
California
$846K -$531K -9,783 -39%
OI
386
Oakbrook Investments
Illinois
$836K +$43K +790 +5%
WTC
387
WhitTier Trust Company
Nevada
$803K +$17.5K +321 +2%
PA
388
Profund Advisors
Maryland
$802K -$178K -3,272 -18%
PAM
389
Panagora Asset Management
Massachusetts
$801K +$43.4K +797 +6%
LMGAM
390
Liberty Mutual Group Asset Management
Massachusetts
$800K – – –
Millennium Management
391
Millennium Management
New York
$785K -$21.8M -401,268 -97%
WS
392
Wedbush Securities
California
$764K +$206K +3,787 +37%
TC
393
Toews Corporation
New Jersey
$762K +$762K +14,000 New
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$746K +$124K +2,277 +20%
Cohen & Steers
395
Cohen & Steers
New York
$744K -$185M -3,407,512 -100%
CI
396
Cigna Investments
Connecticut
$740K +$9.14K +168 +1%
HAIM
397
Hunter Associates Investment Management
Pennsylvania
$736K +$239K +4,400 +48%
SPIA
398
Steward Partners Investment Advisory
New York
$735K +$735K +13,506 New
SBA
399
Secrest Blakey & Associates
North Carolina
$733K +$5.93K +109 +0.8%
AI
400
Atria Investments
North Carolina
$728K +$14.3K +262 +2%
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