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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 %
M
576
MOTCO
Texas
$162K +$30.7K +491 +23%
AIM
577
Arcadia Investment Management
Michigan
$155K -$31.3K -500 -17%
TAM
578
Tiverton Asset Management
Delaware
$150K – – –
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$140K +$16.3K +260 +13%
BCP
580
Blue Chip Partners
Michigan
$138K -$163K -2,600 -54%
TCOV
581
Trust Company of Vermont
Vermont
$138K +$59.8K +949 +77%
ARMT
582
Amica Retiree Medical Trust
Rhode Island
$131K – – –
SF
583
Synovus Financial
Georgia
$124K – – –
JA
584
JOYN Advisors
Georgia
$119K +$111K +1,778 +1,434%
VFA
585
Valeo Financial Advisors
Indiana
$115K +$14.2K +224 +14%
FHA
586
First Horizon Advisors
Tennessee
$114K – – –
WT
587
Washington Trust
Rhode Island
$112K +$112K +1,790 New
Fuller & Thaler Asset Management
588
Fuller & Thaler Asset Management
California
$107K – – –
RWA
589
River Wealth Advisors
Pennsylvania
$105K +$105K +1,678 New
HI
590
Hudock Inc
Pennsylvania
$104K +$1.62K +26 +2%
HFM
591
Hartford Financial Management
Connecticut
$100K – – –
Bessemer Group
592
Bessemer Group
New Jersey
$97K +$6.93K +110 +8%
QCIG
593
Quad-Cities Investment Group
Iowa
$96K +$96K +1,553 New
BWM
594
BerganKDV Wealth Management
Minnesota
$94K – – –
MFW
595
Mosaic Family Wealth
Missouri
$94K – – –
CFN
596
Cordasco Financial Network
Florida
$79K – – –
PA
597
Parallel Advisors
California
$78K +$27.8K +444 +56%
PK
598
Pflug Koory
Nebraska
$78K +$78K +1,250 New
IDBONY
599
Israel Discount Bank of New York
New York
$75K – – –
ST
600
Smithfield Trust
Pennsylvania
$74K -$58.9K -935 -44%
22 23
24
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