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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 %
VIA
501
Vident Investment Advisory
Georgia
$318K +$318K +6,056 New
BAS
502
Brown Advisory Securities
Maryland
$315K -$814 -15 -0.3%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$315K +$27.4K +504 +10%
WAM
504
Wealthspire Advisors (Maryland)
Maryland
$311K -$397K -6,219 Closed
WSCM
505
Wellington Shields Capital Management
New York
$310K -$40.8K -750 -12%
CS
506
Comerica Securities
Michigan
$310K -$3.05K -56 -1%
CNBT
507
Canandaigua National Bank & Trust
New York
$307K +$307K +5,635 New
LAIC
508
Lederer & Associates Investment Counsel
California
$306K +$13.9K +255 +5%
LS
509
Livforsakringsbolaget Skandia
Sweden
$302K – – –
AIM
510
Anchor Investment Management
South Carolina
$299K +$278K +5,100 +1,275%
WP
511
WealthPLAN Partners
Nebraska
$298K +$298K +5,490 New
BFG
512
Beacon Financial Group
Texas
$290K +$290K +5,327 New
CAG
513
Csenge Advisory Group
Florida
$288K +$50.4K +926 +21%
PCMC
514
Paragon Capital Management (Colorado)
Colorado
$288K +$288K +5,288 New
CPIA
515
Cornell Pochily Investment Advisors
New York
$287K +$14.3K +264 +5%
BC
516
Brinker Capital
Pennsylvania
$286K +$21.5K +395 +8%
RCA
517
Rowland Carmichael Advisors
Arizona
$285K – – –
IA
518
IFG Advisory
Georgia
$285K +$37.9K +697 +15%
GVT
519
Genesee Valley Trust
New York
$283K +$13.7K +260 +5%
MNBTD
520
Moody National Bank Trust Division
Texas
$282K – – –
BFC
521
Blue Fin Capital
Rhode Island
$281K -$5.44K -100 -2%
IWM
522
IHT Wealth Management
Illinois
$281K +$177K +3,273 +170%
Los Angeles Capital Management
523
Los Angeles Capital Management
California
$279K -$3.01M -55,310 -92%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$279K – – –
HIC
525
Holderness Investments Company
North Carolina
$279K – – –
19 20
21
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