WELL icon

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 %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$947K +$313K +5,000 +50%
MME
377
Meag Munich Ergo
Germany
$943K -$722K -11,484 -43%
LMGAM
378
Liberty Mutual Group Asset Management
Massachusetts
$932K +$10.5K +167 +1%
DP
379
Dearborn Partners
Illinois
$919K -$226K -3,613 -20%
VF
380
Virtu Financial
New York
$895K +$895K +14,283 New
LIA
381
LS Investment Advisors
Michigan
$879K -$1.13M -17,961 -56%
SBA
382
Secrest Blakey & Associates
North Carolina
$868K +$23K +367 +3%
WTC
383
WhitTier Trust Company
Nevada
$866K -$59.3K -946 -6%
ZB
384
Zions Bancorporation
Utah
$866K +$866K +13,812 New
Twin Tree Management
385
Twin Tree Management
Texas
$865K -$356K -5,686 -29%
BA
386
Bridgewater Associates
Connecticut
$845K -$11.6M -185,095 -93%
CP
387
Camelot Portfolios
Ohio
$838K +$73.5K +1,173 +10%
PA
388
Profund Advisors
Maryland
$835K -$88.3K -1,409 -10%
GBA
389
Garrison Bradford & Associates
New York
$831K +$9.4K +150 +1%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$814K -$3.93M -62,677 -83%
ED
391
Exane Derivatives
France
$814K – – –
WS
392
Wedbush Securities
California
$789K -$91K -1,452 -10%
PAM
393
Panagora Asset Management
Massachusetts
$786K -$137K -2,182 -15%
BWM
394
Bernicke Wealth Management
Wisconsin
$785K +$135K +2,151 +21%
CG
395
Colony Group
Massachusetts
$782K -$870K -13,866 -53%
ST
396
Sabal Trust
Florida
$781K -$27.1M -432,420 -97%
VCA
397
Verdence Capital Advisors
Maryland
$780K -$40.6K -648 -5%
AMI
398
Amica Mutual Insurance
Rhode Island
$769K – – –
PAS
399
Park Avenue Securities
New York
$765K +$130K +2,089 +20%
ECM
400
Everence Capital Management
Indiana
$765K +$296K +4,720 +63%
14 15
16
17 18