WELL icon

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 %
NWM
601
Northwest Wealth Management
Iowa
$73K -$4.65K -74 -6%
IGGA
602
Iron Gate Global Advisors
Utah
$73K +$73K +1,172 New
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$72K -$70.9K -1,134 -50%
CCM
604
Covington Capital Management
California
$72K – – –
PCG
605
Private Capital Group
Connecticut
$72K +$11.1K +179 +18%
STA
606
Summit Trail Advisors
New York
$71K +$71K +1,138 New
TCM
607
Tradewinds Capital Management
Washington
$68K -$4.52K -72 -6%
FANJ
608
Financial Architects (New Jersey)
New Jersey
$66K -$939 -15 -1%
AAP
609
Arax Advisory Partners
Colorado
$66K -$433 -7 -0.7%
IWP
610
Icon Wealth Partners
Texas
$65K +$65K +1,034 New
CAC
611
Certified Advisory Corp
Florida
$64K +$125 +2 +0.2%
GLI
612
Guardian Life Insurance
New York
$64K +$10.9K +175 +21%
MCA
613
Mercer Capital Advisers
New Jersey
$63K – – –
HDIM
614
Hanson & Doremus Investment Management
Vermont
$63K – – –
KC
615
KHP Capital
Oklahoma
$63K – – –
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$62K -$68.4K -1,092 -52%
QCG
617
Quadrant Capital Group
Ohio
$62K +$14.5K +260 +31%
CA
618
Crewe Advisors
Utah
$60K +$30K +506 +100%
CAL
619
Capital Analysts LLC
Pennsylvania
$59K +$688 +11 +1%
TC
620
Trust Company
Kansas
$53K – – –
MIFH
621
Migdal Insurance & Financial Holdings
Israel
$52K -$3.53K -56 -6%
KA
622
Kaizen Advisory
Illinois
$52K +$29.7K +476 +133%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$43K +689 +538%
DAM
624
Delta Asset Management
Tennessee
$49K -$3.13K -50 -6%
ADL
625
Asset Dedication LLC
California
$46K +$21.2K +326 +86%
23 24
25
26 27