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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 %
AT
426
Arden Trust
Delaware
$607K -$224K -4,107 -27%
MCM
427
Maple Capital Management
Vermont
$607K -$167K -3,075 -22%
APFBOT
428
Amica Pension Fund Board of Trustees
Rhode Island
$602K -$2.13M -39,084 -78%
SPC
429
Sigma Planning Corp
Michigan
$601K -$95.1K -1,747 -14%
PI
430
PineBridge Investments
New York
$592K -$1.23M -22,576 -68%
FWIA
431
Fort Washington Investment Advisors
Ohio
$589K -$689K -12,666 -54%
VSWA
432
Vontobel Swiss Wealth Advisors
Switzerland
$580K +$580K +10,655 New
NA
433
NewEdge Advisors
Louisiana
$574K -$697K -12,899 -55%
LFAS
434
Level Four Advisory Services
Texas
$565K -$16K -293 -3%
BWM
435
Bernicke Wealth Management
Wisconsin
$564K +$134K +2,459 +31%
GT
436
Glenmede Trust
Pennsylvania
$556K – – –
PAS
437
Park Avenue Securities
New York
$553K +$25.8K +478 +5%
EOJOAM
438
E. Ohman J:or Asset Management
Sweden
$550K – – –
WG
439
Winton Group
United Kingdom
$548K -$73.8K -1,355 -12%
BCB
440
Brian C. Broderick
$544K – – –
AAIM
441
American Assets Investment Management
California
$544K – – –
SXL
442
Summit X LLC
Missouri
$542K +$25.9K +475 +5%
SSWM
443
Sheets Smith Wealth Management
North Carolina
$531K +$48.3K +887 +10%
WT
444
Whittier Trust
California
$526K -$163 -3 -0%
WIA
445
Wealthstreet Investment Advisors
Texas
$524K – – –
Man Group
446
Man Group
United Kingdom
$524K +$524K +9,624 New
MERSOM
447
Municipal Employees' Retirement System of Michigan
Michigan
$519K – – –
CC
448
ClearArc Capital
Ohio
$514K -$109 -2 -0%
Mackenzie Financial
449
Mackenzie Financial
Ontario, Canada
$509K +$106K +1,956 +26%
GXMC
450
Global X Management Company
New York
$505K +$69.5K +1,277 +16%
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