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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 %
BI
551
Ballast Inc
Kentucky
$228K +$228K +3,639 New
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$226K +$226K +3,606 New
CCA
553
Checchi Capital Advisers
California
$224K +$224K +3,575 New
FHC
554
First Heartland Consultants
Missouri
$223K -$164K -2,611 -42%
WRM
555
Weybosset Research & Management
Rhode Island
$223K +$223K +3,550 New
SEM
556
Suncoast Equity Management
Florida
$222K -$14.4K -230 -6%
CPA
557
Clear Perspective Advisors
Illinois
$221K -$17.1K -269 -7%
GHAM
558
Gilman Hill Asset Management
Connecticut
$218K +$218K +3,475 New
CG
559
CFO4Life Group
Texas
$211K -$46.7K -746 -18%
ST
560
Spinnaker Trust
Maine
$211K +$211K +3,381 New
SFG
561
Summit Financial Group
West Virginia
$210K -$72.3K -1,150 -26%
GP
562
Girard Partners
Pennsylvania
$207K -$101K -1,615 -33%
KFC
563
Klingenstein Fields & Co
New York
$204K +$204K +3,253 New
Mirae Asset Global Investments
564
Mirae Asset Global Investments
South Korea
$201K +$201K +3,213 New
UFG
565
United Fire Group
Iowa
$194K – – –
WC
566
Whitnell & Co
Illinois
$192K – – –
BFEC
567
Benjamin F. Edwards & Company
Missouri
$191K -$56.5K -900 -23%
CT
568
Clearstead Trust
Maine
$191K +$44.9K +715 +31%
OIA
569
Optimum Investment Advisors
Illinois
$188K -$22K -350 -10%
MBT
570
Monroe Bank & Trust
Michigan
$187K -$23.9K -381 -11%
S
571
SignatureFD
Georgia
$183K +$99.9K +1,590 +120%
RCAG
572
Rehmann Capital Advisory Group
Michigan
$178K +$45.1K +720 +34%
FWM
573
Focused Wealth Management
New York
$171K +$3.2K +51 +2%
CFA
574
Carroll Financial Associates
North Carolina
$170K -$17.8K -285 -9%
Lazard Asset Management
575
Lazard Asset Management
New York
$169K – – –
21 22
23
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