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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 %
MA
526
Montag & Associates
Georgia
$275K – – –
Cerity Partners
527
Cerity Partners
New York
$274K -$79.4K -1,459 -22%
AT
528
Argent Trust
Texas
$274K +$43.8K +805 +19%
CTA
529
Colonial Trust Advisors
South Carolina
$272K -$66.6K -1,225 -20%
BCM
530
Brookstone Capital Management
Illinois
$270K +$3K +55 +1%
NAM
531
North American Management
Massachusetts
$269K – – –
KSA
532
Ken Stern & Associates
California
$269K +$269K +4,944 New
GP
533
Girard Partners
Pennsylvania
$268K +$34.8K +638 +15%
DWT
534
Dorsey & Whitney Trust
South Dakota
$262K -$85.7K -1,573 -25%
NL
535
NWAM LLC
Washington
$261K -$259K -4,765 -50%
WB
536
Webster Bank
Connecticut
$261K – – –
BCP
537
Blue Chip Partners
Michigan
$261K +$261K +4,800 New
CHA
538
Carmichael Hill & Associates
Maryland
$256K +$19K +350 +8%
BJL
539
Brighton Jones LLC
Washington
$254K -$1.69K -31 -0.7%
CCB
540
Cutter & Co Brokerage
Missouri
$250K -$68.3K -1,252 -21%
FAIM
541
Financial Advocates Investment Management
Washington
$249K +$72.7K +1,335 +41%
RA
542
Rational Advisors
New York
$246K +$121K +2,223 +97%
ACG
543
Allen Capital Group
Nebraska
$245K +$30.2K +554 +14%
SFG
544
Summit Financial Group
West Virginia
$245K +$45.7K +837 +23%
FCBT
545
First Citizens Bank & Trust
North Carolina
$244K -$898K -16,431 -79%
SMC
546
Smith, Moore & Co
Missouri
$244K +$31.8K +584 +15%
HCM
547
Hall Capital Management
Rhode Island
$239K -$1.3M -23,853 -84%
IHL
548
Investment House LLC
California
$239K -$10.9K -200 -4%
CWS
549
Cypress Wealth Services
California
$238K -$28.5K -524 -11%
RIM
550
Redwood Investment Management
Arizona
$237K +$237K +4,359 New
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