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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 %
DZ Bank
576
DZ Bank
Germany
$191K -$1.33M -24,302 -87%
NIMI
577
Natixis Investment Managers International
France
$189K +$189K +3,615 New
MBT
578
Monroe Bank & Trust
Michigan
$183K +$2.72K +50 +2%
OIA
579
Optimum Investment Advisors
Illinois
$182K – – –
UFG
580
United Fire Group
Iowa
$169K – – –
WC
581
Whitnell & Co
Illinois
$167K -$24.6K -450 -13%
CFA
582
Carroll Financial Associates
North Carolina
$163K -$421K -7,755 -72%
AIM
583
Arcadia Investment Management
Michigan
$162K – – –
SWM
584
SeaCrest Wealth Management
New York
$159K +$69.8K +1,284 +78%
ES
585
Equitec Specialists
Illinois
$155K +$155K +2,853 New
AssetMark Inc
586
AssetMark Inc
California
$147K +$105K +1,937 +252%
FWM
587
Focused Wealth Management
New York
$146K -$364K -6,678 -71%
Lazard Asset Management
588
Lazard Asset Management
New York
$146K – – –
TAM
589
Tiverton Asset Management
Delaware
$130K -$51.3K -944 -28%
CT
590
Clearstead Trust
Maine
$127K -$518K -9,480 -80%
CIBC Private Wealth Group
591
CIBC Private Wealth Group
Georgia
$124K +$1.95K +36 +2%
PAI
592
Pittenger & Anderson Inc
Nebraska
$118K -$2.31M -42,545 -95%
RCAG
593
Rehmann Capital Advisory Group
Michigan
$115K -$258K -4,753 -69%
ST
594
Smithfield Trust
Pennsylvania
$115K -$18.5K -339 -14%
ARMT
595
Amica Retiree Medical Trust
Rhode Island
$114K -$303K -5,556 -73%
M
596
MOTCO
Texas
$114K -$52.3K -962 -31%
OSNBOA
597
Old Second National Bank of Aurora
Illinois
$113K -$896K -16,503 -89%
KTC
598
Kistler-Tiffany Companies
Pennsylvania
$107K – – –
SF
599
Synovus Financial
Georgia
$107K +$107K +1,970 New
FHA
600
First Horizon Advisors
Tennessee
$99K – – –
22 23
24
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