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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 %
SFSIG
626
San Francisco Sentry Investment Group
California
$51K -$18.7K -342 -27%
CAL
627
Capital Analysts LLC
Pennsylvania
$51K -$7.87K -144 -13%
MIFH
628
Migdal Insurance & Financial Holdings
Israel
$48K +$20.6K +378 +75%
GLI
629
Guardian Life Insurance
New York
$46K -$18.5K -343 -29%
TC
630
Trust Company
Kansas
$46K -$12.4K -229 -21%
SP
631
SWS Partners
Ohio
$46K – – –
DAM
632
Delta Asset Management
Tennessee
$45K – – –
PA
633
Parallel Advisors
California
$44K -$8.64K -157 -16%
GI
634
GS Investments
Minnesota
$43.5K -$442K -8,120 -91%
Walleye Trading
635
Walleye Trading
New York
$43K -$1.59M -29,248 -97%
QCG
636
Quadrant Capital Group
Ohio
$41K +$28.8K +595 +235%
WEC
637
Winslow Evans & Crocker
Massachusetts
$40.8K – – –
GI
638
Gradient Investments
Minnesota
$39K -$164 -3 -0.4%
KF
639
Krilogy Financial
Missouri
$39K +$22.9K +425 +142%
AWA
640
Acorn Wealth Advisors
Michigan
$38K – – –
GFP
641
Gryphon Financial Partners
Ohio
$37K -$44K -686 Closed
DSC
642
Duncker Streett & Co
Missouri
$37K -$16K -294 -30%
SLF
643
Sun Life Financial
Ontario, Canada
$35.4K -$394K -21,442 -92%
DBT
644
Dubuque Bank & Trust
Iowa
$35K +$35K +636 New
APA
645
American Portfolios Advisors
New York
$33K -$30K -551 -48%
EA
646
Edge Advisors
Georgia
$33K -$26.5K -493 -45%
AIM
647
Advantage Investment Management
Iowa
$33K +$2.31K +42 +8%
JFA
648
JNBA Financial Advisors
Minnesota
$33K +$7.03K +130 +27%
RIA
649
RPG Investment Advisory
California
$32K +$2.17K +40 +7%
AIL
650
AGF Investments LLC
Ontario, Canada
$31K -$2K -36 -6%
24 25
26
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