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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 %
B
526
Bridgeworth
Alabama
$275K -$189K -3,020 -41%
CTA
527
Colonial Trust Advisors
South Carolina
$273K -$40.8K -650 -13%
PIA
528
Piedmont Investment Advisors
North Carolina
$273K +$273K +4,356 New
FIM
529
Foresters Investment Management
New York
$270K -$4.9M -78,051 -95%
EMG
530
Ellington Management Group
Connecticut
$270K +$270K +4,300 New
B
531
Bailard
California
$269K – – –
MC
532
Moors & Cabot
Massachusetts
$269K +$269K +4,287 New
LOAME
533
Lombard Odier Asset Management (Europe)
United Kingdom
$264K – – –
ACG
534
Allen Capital Group
Nebraska
$262K -$19.4K -310 -7%
EIP
535
Epoch Investment Partners
New York
$262K -$19.6K -312,236 -7%
CCB
536
Cutter & Co Brokerage
Missouri
$260K -$27.9K -444 -10%
KFS
537
Kurt F. Somerville
$259K – – –
CAG
538
Csenge Advisory Group
Florida
$258K -$59.8K -996 -19%
SRSA
539
S.R. Schill & Associates
Washington
$256K – – –
EFS
540
Essex Financial Services
Connecticut
$254K – – –
RIM
541
Redwood Investment Management
Arizona
$251K -$21.8K -348 -8%
GT
542
Glenview Trust
Kentucky
$250K +$13.2K +211 +6%
ACI
543
Alpha Cubed Investments
California
$246K -$2.26K -36 -0.9%
RCA
544
Rowland Carmichael Advisors
Arizona
$244K -$84.2K -1,342 -26%
SWP
545
Strategic Wealth Partners
Ohio
$243K -$1.03M -16,356 -81%
GRP
546
Global Retirement Partners
California
$242K +$13.4K +213 +6%
IB
547
Intrust Bank
Kansas
$242K +$242K +3,859 New
FCBT
548
First Citizens Bank & Trust
North Carolina
$239K -$41.2K -657 -15%
BHA
549
Beech Hill Advisors
New York
$237K -$22K -350 -8%
WPP
550
Whalerock Point Partners
Rhode Island
$233K -$150K -2,382 -39%
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22
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