WELL icon

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 %
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$406K +$94.2K +1,730 +30%
DWM
477
Doyle Wealth Management
Florida
$405K -$28.7K -528 -7%
B
478
Bridgeworth
Alabama
$400K +$400K +7,407 New
FCI
479
Financial Counselors Inc
Kansas
$396K +$5.44K +100 +1%
NFA
480
Nuveen Fund Advisors
Illinois
$394K -$1.01M -18,504 -72%
GAM
481
Gotham Asset Management
New York
$394K +$394K +7,245 New
CB
482
Chemical Bank
Michigan
$389K +$16.3K +300 +4%
BCM
483
BTR Capital Management
California
$381K -$27.2K -500 -7%
BIAS
484
Beacon Investment Advisory Services
New Jersey
$361K +$16.8K +308 +5%
Verition Fund Management
485
Verition Fund Management
Connecticut
$360K -$414K -7,611 -53%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$356K +$17.3K +317 +5%
ABC
487
Associated Banc-Corp
Wisconsin
$344K -$9.59K -176 -3%
ANRIA
488
American National Registered Investment Advisor
Texas
$344K – – –
RFC
489
Regions Financial Corp
Alabama
$338K -$10K -184 -3%
BCM
490
BlueCrest Capital Management
Jersey
$337K +$337K +6,191 New
FHC
491
First Heartland Consultants
Missouri
$336K -$37.3K -684 -10%
CEP
492
Chicago Equity Partners
Illinois
$333K -$281K -5,160 -46%
WPP
493
Whalerock Point Partners
Rhode Island
$331K -$144K -2,650 -30%
BFM
494
Boston Financial Management
Massachusetts
$330K -$929K -17,085 -74%
ONB
495
Old National Bancorp
Indiana
$327K -$73.4K -1,349 -18%
VCM
496
Virtue Capital Management
Tennessee
$326K -$64.4K -1,269 -16%
DC
497
Davenport & Co
Virginia
$324K +$11.8K +216 +4%
CIAS
498
Capital Investment Advisory Services
North Carolina
$324K +$324K +5,953 New
KFA
499
Kelleher Financial Advisors
New York
$320K +$320K +5,891 New
EWF
500
Epstein & White Financial
California
$319K +$57.1K +1,042 +22%
18 19
20
21 22