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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 %
SWA
651
Sutton Wealth Advisors
Florida
$30.2K +$9.85K +181 +48%
SIS
652
Sound Income Strategies
Florida
$29K – – –
OIA
653
OneDigital Investment Advisors
Kansas
$29K – – –
TFS
654
TrustCore Financial Services
Tennessee
$29K – – –
CA
655
Crewe Advisors
Utah
$28K -$1.11K -20 -4%
BCI
656
Brinker Capital Investments
Pennsylvania
$27K -$7.02K -130 -21%
CPIG
657
Chicago Partners Investment Group
Illinois
$27K – – –
NSIM
658
North Star Investment Management
Illinois
$27K – – –
RWA
659
Ropes Wealth Advisors
Massachusetts
$27K – – –
AF
660
Advisornet Financial
Minnesota
$27K +$1.52K +28 +6%
HCM
661
Highlander Capital Management
New Jersey
$26K – – –
BC
662
Bartlett & Co
Ohio
$26K +$274 +5 +1%
ML
663
McAdam LLC
Pennsylvania
$26K +$26K +470 New
BCWM
664
Bartlett & Co Wealth Management
Ohio
$25.8K +$25.8K +475 New
GBBWRPM
665
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K – – –
ClearBridge Investments
666
ClearBridge Investments
New York
$23K +$990 +18 +5%
SCM
667
Silvant Capital Management
Georgia
$23K +$23K +424 New
MCM
668
MV Capital Management
Maryland
$22K – – –
CIP
669
Convergence Investment Partners
Florida
$21K -$744K -13,419 -97%
ADL
670
Asset Dedication LLC
California
$21K +$16.9K +306 +408%
FC
671
Ferris Capital
Massachusetts
$21K +$21K +380 New
GEA
672
Glen Eagle Advisors
New Jersey
$19.8K -$214K -3,924 -92%
HR
673
Howe & Rusling
New York
$19K -$244K -4,551 -93%
KA
674
Kaizen Advisory
Illinois
$19K – – –
RFM
675
Royal Fund Management
Florida
$18K -$1.08M -20,664 -98%
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