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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 %
MCM
426
Maple Capital Management
Vermont
$629K -$70.6K -1,125 -10%
FWIA
427
Fort Washington Investment Advisors
Ohio
$629K -$50.2K -800 -7%
WIA
428
Wealthstreet Investment Advisors
Texas
$629K +$25.1K +400 +4%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$628K +$160K +2,550 +34%
VSWA
430
Vontobel Swiss Wealth Advisors
Switzerland
$627K -$40.7K -650 -6%
BCB
431
Brian C. Broderick
$627K – – –
GAM
432
Gotham Asset Management
New York
$625K +$171K +2,731 +38%
AAIM
433
American Assets Investment Management
California
$624K – – –
MERSOM
434
Municipal Employees' Retirement System of Michigan
Michigan
$618K +$20.7K +330 +3%
Man Group
435
Man Group
United Kingdom
$612K +$8.65K +138 +1%
Mackenzie Financial
436
Mackenzie Financial
Ontario, Canada
$605K +$18.3K +292 +3%
SXL
437
Summit X LLC
Missouri
$602K -$18.9K -302 -3%
CC
438
ClearArc Capital
Ohio
$598K +$5.58K +89 +0.9%
SIAP
439
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$587K -$227K -3,621 -28%
CIC
440
Carnegie Investment Counsel
Ohio
$572K – – –
AP
441
Advisor Partners
California
$565K +$74.9K +1,196 +15%
Lido Advisors
442
Lido Advisors
California
$564K +$38.3K +612 +7%
ATC
443
Argent Trust Co
Tennessee
$557K +$557K +8,909 New
GT
444
Glenmede Trust
Pennsylvania
$550K +$3.19K +51 +0.6%
RMCM
445
Reynders McVeigh Capital Management
Massachusetts
$541K +$6.27K +100 +1%
PIA
446
Pinion Investment Advisors
Kansas
$538K -$36.1K -575 -6%
Jane Street
447
Jane Street
New York
$531K +$531K +8,469 New
PWW
448
Pettyjohn Wood & White
Virginia
$520K -$20.1K -320 -4%
6M
449
6 Meridian
Kansas
$512K -$11.8K -188 -2%
CI
450
Conning Inc
Connecticut
$511K -$10.7K -170 -2%
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