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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 %
WPW
601
Winthrop Partners - WNY
New York
$94K +$94K +175 New
Fuller & Thaler Asset Management
602
Fuller & Thaler Asset Management
California
$93K +$93K +1,700 New
HI
603
Hudock Inc
Pennsylvania
$89K +$62.9K +1,162 +242%
HFM
604
Hartford Financial Management
Connecticut
$87K – – –
VFA
605
Valeo Financial Advisors
Indiana
$86K +$29.7K +548 +53%
MFW
606
Mosaic Family Wealth
Missouri
$82K – – –
MC
607
Muzinich & Co
New York
$79K -$71.3K -1,311 -47%
Bessemer Group
608
Bessemer Group
New Jersey
$78K +$2.56K +47 +3%
APP
609
Avantax Planning Partners
Iowa
$75K +$75K +1,373 New
S
610
SignatureFD
Georgia
$72K +$72K +1,323 New
CFN
611
Cordasco Financial Network
Florida
$69K – – –
TCOV
612
Trust Company of Vermont
Vermont
$68K – – –
NWM
613
Northwest Wealth Management
Iowa
$67K +$67K +1,236 New
IDBONY
614
Israel Discount Bank of New York
New York
$65K – – –
FMB
615
Field & Main Bank
Kentucky
$65K +$5.42K +100 +9%
TCM
616
Tradewinds Capital Management
Washington
$63K +$6.59K +121 +12%
FANJ
617
Financial Architects (New Jersey)
New Jersey
$58K +$2.93K +54 +5%
AAP
618
Arax Advisory Partners
Colorado
$58K +$42.4K +785 +273%
CAC
619
Certified Advisory Corp
Florida
$55K -$13.4K -248 -20%
HDIM
620
Hanson & Doremus Investment Management
Vermont
$54K – – –
MCA
621
Mercer Capital Advisers
New Jersey
$54K – – –
MCWS
622
McKinley Carter Wealth Services
West Virginia
$54K +$54K +987 New
KC
623
KHP Capital
Oklahoma
$54K +$54K +1,000 New
PCG
624
Private Capital Group
Connecticut
$53K -$38.9K -719 -42%
MSA
625
Marino Stram & Associates
Massachusetts
$52K – – –
23 24
25
26 27