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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 %
SIM
401
Sentry Investment Management
Wisconsin
$723K -$69.8K -1,282 -9%
ED
402
Exane Derivatives
France
$718K +$718K +13,015 New
WC
403
Whitney & Co
New York
$717K -$171K -3,150 -19%
GBA
404
Garrison Bradford & Associates
New York
$713K +$81.6K +1,500 +13%
VCA
405
Verdence Capital Advisors
Maryland
$712K +$265K +4,873 +59%
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$707K -$190K -3,500 -21%
KLI
407
Kelman-Lazarov Inc
Tennessee
$705K -$38.1K -700 -5%
SS
408
Simplicity Solutions
Minnesota
$703K +$139K +2,546 +25%
FM
409
Forward Management
California
$692K -$213K -3,900 -23%
HPC
410
Hobart Private Capital
North Carolina
$690K +$155K +2,846 +29%
BUB
411
BBVA USA Bancshares
Texas
$679K -$148K -2,719 -18%
VNA
412
Valley National Advisers
Pennsylvania
$668K -$794K -12,445 Closed
AMI
413
Amica Mutual Insurance
Rhode Island
$667K -$2.42M -44,507 -78%
AA
414
AlphaMark Advisors
Kentucky
$667K -$326K -5,989 -33%
AAM
415
Advisors Asset Management
Colorado
$665K -$9.13K -174 -1%
CP
416
Camelot Portfolios
Ohio
$664K +$664K +12,192 New
BG
417
Bahl & Gaynor
Ohio
$656K -$241K -4,422 -27%
FC
418
Forte Capital
New York
$654K +$112K +2,055 +21%
MOS
419
MGO One Seven
Ohio
$652K +$3.81K +70 +0.6%
WTB
420
Washington Trust Bank
Washington
$646K +$51.3K +941 +9%
MHI
421
Miller Howard Investments
New York
$626K -$21.2M -389,350 -97%
DLHL
422
Donald L. Hagan LLC
Florida
$624K +$624K +11,474 New
HH
423
Hilltop Holdings
Texas
$613K +$8.22K +151 +1%
II
424
IFM Investors
Australia
$613K +$47.6K +874 +8%
GWM
425
Geneos Wealth Management
Colorado
$608K -$3.37K -62 -0.6%
15 16
17
18 19