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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 %
HIC
501
Holderness Investments Company
North Carolina
$324K +$3.44K +55 +1%
DCM
502
Donaldson Capital Management
Indiana
$323K -$668K -10,675 -67%
PCMC
503
Paragon Capital Management (Colorado)
Colorado
$323K -$8.08K -129 -2%
DWT
504
Dorsey & Whitney Trust
South Dakota
$323K +$21.3K +340 +7%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$322K +$1K +16 +0.3%
IA
506
IFG Advisory
Georgia
$320K -$8.39K -134 -3%
EWF
507
Epstein & White Financial
California
$319K -$30.6K -510 -9%
PI
508
PineBridge Investments
New York
$313K -$369K -5,878 -54%
BAS
509
Brown Advisory Securities
Maryland
$313K -$48.3K -775 -13%
CF
510
Centaurus Financial
California
$304K +$304K +4,849 New
BFG
511
Beacon Financial Group
Texas
$303K -$31.4K -500 -9%
NL
512
NWAM LLC
Washington
$301K – – –
WB
513
Webster Bank
Connecticut
$301K – – –
LAIC
514
Lederer & Associates Investment Counsel
California
$296K -$56.7K -905 -16%
CHA
515
Carmichael Hill & Associates
Maryland
$295K – – –
DBRC
516
D.B. Root & Company
Pennsylvania
$295K +$295K +4,710 New
BCM
517
Brookstone Capital Management
Illinois
$294K -$16.7K -266 -5%
BRWA
518
B. Riley Wealth Advisors
Florida
$291K +$291K +4,618 New
BJL
519
Brighton Jones LLC
Washington
$289K -$3.58K -57 -1%
ONB
520
Old National Bancorp
Indiana
$288K -$88.3K -1,410 -23%
CMBA
521
C.M. Bidwell & Associates
Hawaii
$288K +$288K +4,595 New
AT
522
Arden Trust
Delaware
$287K -$413K -6,581 -59%
SMC
523
Smith, Moore & Co
Missouri
$284K +$2.89K +46 +1%
SWM
524
SeaCrest Wealth Management
New York
$277K +$93.5K +1,491 +51%
IHL
525
Investment House LLC
California
$276K – – –
19 20
21
22 23