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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 %
AWA
626
Acorn Wealth Advisors
Michigan
$45K – – –
AssetMark Inc
627
AssetMark Inc
California
$44K -$127K -2,011 -74%
GFP
628
Gryphon Financial Partners
Ohio
$44K -$37K – –
GTAM
629
Global Trust Asset Management
Florida
$44K +$28.5K +459 +184%
DSC
630
Duncker Streett & Co
Missouri
$43K +$438 +7 +1%
BCI
631
Brinker Capital Investments
Pennsylvania
$41K +$9.94K +160 +32%
DBT
632
Dubuque Bank & Trust
Iowa
$40K – – –
SFSIG
633
San Francisco Sentry Investment Group
California
$38K -$19.6K -317 -34%
EA
634
Edge Advisors
Georgia
$38K +$307 +5 +0.8%
LWS
635
Lucia Wealth Services
California
$37K +$17K +274 +85%
OIA
636
OneDigital Investment Advisors
Kansas
$34K – – –
TFS
637
TrustCore Financial Services
Tennessee
$34K – – –
GI
638
Gradient Investments
Minnesota
$32K -$12.5K -200 -28%
SIS
639
Sound Income Strategies
Florida
$32K -$1.52K -24 -5%
HCM
640
Highlander Capital Management
New Jersey
$31K – – –
CPIG
641
Chicago Partners Investment Group
Illinois
$31K – – –
RWA
642
Ropes Wealth Advisors
Massachusetts
$31K – – –
NSIM
643
North Star Investment Management
Illinois
$31K – – –
BCWM
644
Bartlett & Co Wealth Management
Ohio
$30K +$251 +4 +0.8%
JFA
645
JNBA Financial Advisors
Minnesota
$30K -$8.13K -130 -21%
AF
646
Advisornet Financial
Minnesota
$30K -$804 -13 -3%
BC
647
Bartlett & Co
Ohio
$30K +$251 +4 +0.8%
GBBWRPM
648
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K – – –
SCM
649
Silvant Capital Management
Georgia
$27K – – –
FC
650
Ferris Capital
Massachusetts
$27K +$3.31K +53 +14%
24 25
26
27 28