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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 %
CIC
451
Carnegie Investment Counsel
Ohio
$503K -$16.9K -300 -3%
EP
452
Edgestream Partners
New Jersey
$500K +$500K +9,189 New
PIA
453
Pinion Investment Advisors
Kansas
$498K +$498K +9,150 New
PWW
454
Pettyjohn Wood & White
Virginia
$469K +$35.1K +645 +8%
KI
455
Koch Industries
Kansas
$466K +$222K +4,075 +91%
RMCM
456
Reynders McVeigh Capital Management
Massachusetts
$464K -$168K -3,098 -27%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$462K -$73.9K -1,356 -14%
GH
458
GAM Holding
Switzerland
$456K +$456K +8,372 New
Lido Advisors
459
Lido Advisors
California
$456K +$456K +8,390 New
6M
460
6 Meridian
Kansas
$455K +$116K +2,135 +34%
CI
461
Conning Inc
Connecticut
$453K -$79K -1,450 -15%
FP
462
Foundry Partners
Minnesota
$447K -$29.5K -542 -6%
IRF
463
IBM Retirement Fund
New York
$445K -$42.7K -785 -9%
FMBTD
464
First Midwest Bank Trust Division
Illinois
$444K +$3.54K +65 +0.8%
JIC
465
Johnson Investment Counsel
Ohio
$430K +$3.59K +66 +0.8%
AIA
466
Armor Investment Advisors
North Carolina
$426K -$49K -900 -10%
AP
467
Advisor Partners
California
$426K +$83.2K +1,528 +24%
GBT
468
Grove Bank & Trust
Florida
$425K +$33.2K +609 +8%
CFG
469
CNO Financial Group
Indiana
$422K – – –
AWA
470
ARS Wealth Advisors
Florida
$421K -$152K -2,792 -27%
AIP
471
Ameritas Investment Partners
Nebraska
$417K -$19.5K -358 -4%
ARMC
472
American Research & Management Company
Massachusetts
$416K -$27.2K -500 -6%
AWM
473
AE Wealth Management
Kansas
$413K +$34.9K +641 +9%
ECM
474
Everence Capital Management
Indiana
$407K – – –
SBIA
475
Sheaff Brock Investment Advisors
Indiana
$407K +$816 +15 +0.2%
17 18
19
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