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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
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
476
Archford Capital Strategies
Illinois
$398K +$398K +6,343 New
ANRIA
477
American National Registered Investment Advisor
Texas
$397K – – –
FHA
478
Flagship Harbor Advisors
Massachusetts
$394K +$394K +6,299 New
BC
479
Brinker Capital
Pennsylvania
$392K +$63.1K +1,007 +19%
AAM
480
Advisors Asset Management
Colorado
$390K -$404K -6,452 -51%
LFAS
481
Level Four Advisory Services
Texas
$389K -$261K -4,164 -40%
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$386K -$311K – –
CEP
483
Chicago Equity Partners
Illinois
$378K -$5.64K -90 -1%
KFA
484
Kelleher Financial Advisors
New York
$369K +$125 +2 +0%
RFC
485
Regions Financial Corp
Alabama
$368K -$20.4K -326 -5%
VCM
486
Virtue Capital Management
Tennessee
$363K -$39.8K -634 -10%
CS
487
Comerica Securities
Michigan
$360K +$3.07K +49 +0.9%
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$357K -$5.07K -81 -1%
WSCM
489
Wellington Shields Capital Management
New York
$357K – – –
IWM
490
IHT Wealth Management
Illinois
$354K +$27.9K +445 +9%
LS
491
Livforsakringsbolaget Skandia
Sweden
$348K – – –
CPIA
492
Cornell Pochily Investment Advisors
New York
$348K +$17.4K +279 +5%
AIM
493
Anchor Investment Management
South Carolina
$345K – – –
V
494
Veritable
Delaware
$339K +$339K +5,405 New
FPS
495
Fieldpoint Private Securities
Connecticut
$334K +$321K +5,125 +2,537%
KSA
496
Ken Stern & Associates
California
$333K +$23.4K +374 +8%
APA
497
American Portfolios Advisors
New York
$332K +$294K +4,689 +772%
WP
498
WealthPLAN Partners
Nebraska
$330K -$14.1K -225 -4%
MNBTD
499
Moody National Bank Trust Division
Texas
$325K – – –
BFC
500
Blue Fin Capital
Rhode Island
$324K – – –
18 19
20
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