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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 %
MSE
651
MUFG Securities EMEA
United Kingdom
$26K +$26K +417 New
ClearBridge Investments
652
ClearBridge Investments
New York
$25K -$1.13K -18 -4%
MCM
653
MV Capital Management
Maryland
$25K – – –
SWA
654
Sutton Wealth Advisors
Florida
$23.7K -$11.1K -177 -32%
GEA
655
Glen Eagle Advisors
New Jersey
$22.9K +$125 +2 +0.6%
HR
656
Howe & Rusling
New York
$22K – – –
SMFS
657
Squar Milner Financial Services
California
$22K +$22K +354 New
WC
658
Whitney & Co
New York
$21K -$818K -12,850 -97%
CHP
659
Cable Hill Partners
Oregon
$21K – – –
WPA
660
West Paces Advisors
Georgia
$19.1K – – –
LC
661
Landaas & Company
Wisconsin
$19K +$19K +300 New
AIM
662
Advantage Investment Management
Iowa
$18K -$18.7K -306 -51%
CFD
663
Creative Financial Designs
Indiana
$18K – – –
WAS
664
Winch Advisory Services
Wisconsin
$18K +$251 +4 +1%
PMFA
665
Plante Moran Financial Advisors
Michigan
$17K +$3.36K +55 +25%
Rockefeller Capital Management
666
Rockefeller Capital Management
New York
$16K – – –
SFG
667
SevenBridge Financial Group
Pennsylvania
$16K – – –
BWA
668
BDO Wealth Advisors
Florida
$16K +$16K +250 New
CA
669
Centerpoint Advisors
Massachusetts
$16K +$16K +263 New
SSB
670
Sandy Spring Bank
Maryland
$15K – – –
THWM
671
Taylor Hoffman Wealth Management
Virginia
$15K – – –
RWP
672
RWA Wealth Partners
Massachusetts
$15K +$15K +236 New
BCA
673
Bay Colony Advisors
Massachusetts
$15K +$15K +237 New
WPW
674
Winthrop Partners - WNY
New York
$14.1K +$3.13K +50 +29%
MFBTD
675
MB Financial Bank - Trust Department
Illinois
$14K – – –
25 26
27
28 29