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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 %
B
551
Bailard
California
$234K +$234K +4,295 New
LOAME
552
Lombard Odier Asset Management (Europe)
United Kingdom
$229K -$21.8K -400 -9%
PP
553
Paloma Partners
Connecticut
$227K -$1.22M -22,496 -84%
BHA
554
Beech Hill Advisors
New York
$225K – – –
KFS
555
Kurt F. Somerville
$225K +$225K +4,125 New
CG
556
CFO4Life Group
Texas
$224K +$7.45K +137 +3%
SRSA
557
S.R. Schill & Associates
Washington
$223K – – –
MHS
558
M Holdings Securities
Oregon
$223K +$223K +4,105 New
EFS
559
Essex Financial Services
Connecticut
$220K +$19.2K +354 +10%
RIA
560
Regal Investment Advisors
Michigan
$219K -$46.7K -857 -18%
RIM
561
Rampart Investment Management
Connecticut
$216K -$28.3K -520 -12%
ACI
562
Alpha Cubed Investments
California
$216K +$216K +3,964 New
BFEC
563
Benjamin F. Edwards & Company
Missouri
$215K -$36.2K -665 -14%
GAMA
564
Graticule Asia Macro Advisors
New York
$212K +$212K +3,900 New
GT
565
Glenview Trust
Kentucky
$206K – – –
QC
566
QCM Cayman
Texas
$206K +$206K +3,793 New
FWCM
567
Ferguson Wellman Capital Management
Oregon
$205K -$23.9K -440 -10%
SEM
568
Suncoast Equity Management
Florida
$205K -$12.2K -225 -6%
TW
569
Transform Wealth
Colorado
$205K -$5.43K -100 -3%
LNC
570
Lincoln National Corp
Pennsylvania
$204K -$75.7K -1,396 -27%
LIM
571
Leavell Investment Management
Alabama
$204K -$24.5K -450 -11%
RIM
572
Regent Investment Management
Kentucky
$201K +$10.9K +200 +6%
GRP
573
Global Retirement Partners
California
$199K +$53.4K +978 +37%
CPA
574
Clear Perspective Advisors
Illinois
$198K -$68.5K -1,299 -26%
MMG
575
Monetary Management Group
Missouri
$192K -$109K -2,000 -36%
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