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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 %
FMBTD
451
First Midwest Bank Trust Division
Illinois
$500K -$10.7K -170 -2%
DWM
452
Doyle Wealth Management
Florida
$495K +$28.5K +455 +6%
BIAS
453
Beacon Investment Advisory Services
New Jersey
$494K +$78.1K +1,245 +19%
CB
454
Chemical Bank
Michigan
$493K +$45.4K +725 +10%
AIA
455
Armor Investment Advisors
North Carolina
$490K – – –
ARMC
456
American Research & Management Company
Massachusetts
$486K +$6.27K +100 +1%
JIC
457
Johnson Investment Counsel
Ohio
$479K -$16.9K -269 -3%
SBIA
458
Sheaff Brock Investment Advisors
Indiana
$469K – – –
Cerity Partners
459
Cerity Partners
New York
$465K +$149K +2,375 +47%
AIP
460
Ameritas Investment Partners
Nebraska
$460K -$19.3K -309 -4%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$459K +$49.9K +796 +12%
GBT
462
Grove Bank & Trust
Florida
$457K -$32K -510 -7%
AWA
463
ARS Wealth Advisors
Florida
$457K -$27.7K -442 -6%
CIAS
464
Capital Investment Advisory Services
North Carolina
$453K +$80K +1,276 +21%
BG
465
Bahl & Gaynor
Ohio
$450K -$305K -4,875 -40%
IRF
466
IBM Retirement Fund
New York
$447K -$66K -1,052 -13%
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$439K -$92.3K -1,473 -17%
BCM
468
BTR Capital Management
California
$439K – – –
DZ Bank
469
DZ Bank
Germany
$439K +$220K +3,500 +100%
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
$434K +$434K +6,917 New
Mariner
471
Mariner
Kansas
$420K +$420K +6,692 New
CNBT
472
Canandaigua National Bank & Trust
New York
$418K +$64.6K +1,030 +18%
ABC
473
Associated Banc-Corp
Wisconsin
$416K +$20.3K +324 +5%
GT
474
Greenleaf Trust
Michigan
$408K +$408K +6,507 New
DC
475
Davenport & Co
Virginia
$400K +$27K +431 +7%
17 18
19
20 21