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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 %
AA
401
AlphaMark Advisors
Kentucky
$762K -$6.27K -100 -0.8%
PCM
402
Price Capital Management
Louisiana
$757K +$757K +12,082 New
CA
403
Cetera Advisors
Colorado
$753K -$282K -4,468 -27%
SIM
404
Sentry Investment Management
Wisconsin
$748K -$85.3K -1,360 -10%
FM
405
Forward Management
California
$747K -$48.9K -780 -6%
DLHL
406
Donald L. Hagan LLC
Florida
$747K +$27.3K +435 +4%
WTB
407
Washington Trust Bank
Washington
$745K +$690 +11 +0.1%
GXMC
408
Global X Management Company
New York
$740K +$159K +2,533 +27%
CI
409
Cigna Investments
Connecticut
$736K -$116K -1,850 -14%
FC
410
Forte Capital
New York
$736K -$16.7K -267 -2%
VNA
411
Valley National Advisers
Pennsylvania
$730K -$668K – –
FCI
412
Financial Counselors Inc
Kansas
$728K +$271K +4,325 +59%
HPC
413
Hobart Private Capital
North Carolina
$727K -$67.3K -1,074 -8%
Nuveen Asset Management
414
Nuveen Asset Management
Illinois
$720K -$33.6M -535,520 -98%
WT
415
Whittier Trust
California
$710K +$104K +1,652 +17%
BUB
416
BBVA USA Bancshares
Texas
$701K -$81K -1,291 -10%
GWM
417
Geneos Wealth Management
Colorado
$700K -$1.07K -17 -0.2%
APFBOT
418
Amica Pension Fund Board of Trustees
Rhode Island
$694K – – –
MHI
419
Miller Howard Investments
New York
$690K -$31.2K -498 -4%
AWM
420
AE Wealth Management
Kansas
$689K +$214K +3,416 +45%
SSWM
421
Sheets Smith Wealth Management
North Carolina
$669K +$57.5K +917 +9%
MYLI
422
Meiji Yasuda Life Insurance
Japan
$648K +$648K +10,340 New
HH
423
Hilltop Holdings
Texas
$640K -$66.3K -1,057 -9%
SPC
424
Sigma Planning Corp
Michigan
$633K -$59.5K -949 -9%
KLI
425
Kelman-Lazarov Inc
Tennessee
$630K -$182K -2,900 -22%
15 16
17
18 19