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Welltower
WELL

Overview Fund Activity

724 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
67
Increased
237
Reduced
311
Closed
62
Calls
$50.5M
Puts
$44.7M
Net Calls
+$5.81M
Net Calls Change
-$12M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.46B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$403M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M
4
Principal Financial Group
Principal Financial Group
Iowa
$484M
5
BlackRock
BlackRock
New York
$2.46B

Top Sellers

1
Invesco
Invesco
Georgia
$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$473M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
4
BC
Brookfield Corp
Ontario, Canada
$128M
5
OAC
OMERS Administration Corp
Ontario, Canada
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
626
Next Financial Group
Texas
$47K +$47K +725 New
OAJ
627
Ogorek Anthony Joseph
New York
$47K +$47K +740 New
AIL
628
AGF Investments LLC
Ontario, Canada
$46K -$17.2K -272 -27%
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$44K +681 New
MIFH
630
Migdal Insurance & Financial Holdings
Israel
$43K -$9.41K -148 -18%
SFSIG
631
San Francisco Sentry Investment Group
California
$41K +$1.79K +28 +5%
BCI
632
Brinker Capital Investments
Pennsylvania
$37K -$5.4K -84 -13%
SCM
633
Southport Capital Management
Tennessee
$36K -$1.7M -26,735 -98%
GI
634
Gradient Investments
Minnesota
$33K – – –
RWA
635
Ropes Wealth Advisors
Massachusetts
$32K – – –
NSIM
636
North Star Investment Management
Illinois
$32K – – –
SIS
637
Sound Income Strategies
Florida
$32K – – –
HCM
638
Highlander Capital Management
New Jersey
$32K – – –
CPIG
639
Chicago Partners Investment Group
Illinois
$32K – – –
AF
640
Advisornet Financial
Minnesota
$32K +$391 +6 +1%
Simplex Trading
641
Simplex Trading
Illinois
$32K +$32K +502 New
BCWM
642
Bartlett & Co Wealth Management
Ohio
$31.1K +$257 +4 +0.8%
BC
643
Bartlett & Co
Ohio
$31K +$257 +4 +0.8%
APP
644
Avantax Planning Partners
Iowa
$30K +$30K +466 New
GTAM
645
Global Trust Asset Management
Florida
$29K -$16.7K -259 -37%
DSC
646
Duncker Streett & Co
Missouri
$29K -$14.6K -230 -33%
FC
647
Ferris Capital
Massachusetts
$27K -$573 -9 -2%
SCM
648
Silvant Capital Management
Georgia
$27K – – –
WC
649
Whitney & Co
New York
$27K +$4.21K +61 +18%
ClearBridge Investments
650
ClearBridge Investments
New York
$26K – – –
24 25
26
27 28