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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 %
MCM
651
MV Capital Management
Maryland
$26K – – –
JCM
652
Jacobi Capital Management
Pennsylvania
$26K +$13K +200 +100%
KF
653
Krilogy Financial
Missouri
$26K +$26K +400 New
WAS
654
Winch Advisory Services
Wisconsin
$24K +$5.23K +80 +28%
GEA
655
Glen Eagle Advisors
New Jersey
$23.6K +$64 +1 +0.3%
SMFS
656
Squar Milner Financial Services
California
$23K – – –
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$23K +$23K +359 New
WPA
658
West Paces Advisors
Georgia
$19.6K – – –
IDBONY
659
Israel Discount Bank of New York
New York
$19K -$57K -900 -75%
CFD
660
Creative Financial Designs
Indiana
$19K – – –
AIM
661
Advantage Investment Management
Iowa
$19K – – –
AAP
662
Arax Advisory Partners
Colorado
$18K -$51.3K -789 -74%
CIM
663
Centersquare Investment Management
Pennsylvania
$17K +$17K +262 New
SFG
664
SevenBridge Financial Group
Pennsylvania
$16K – – –
BWA
665
BDO Wealth Advisors
Florida
$16K – – –
FMB
666
Field & Main Bank
Kentucky
$16K +$3.2K +50 +25%
MA
667
MUFG Americas
New York
$16K +$4.29K +67 +37%
THWM
668
Taylor Hoffman Wealth Management
Virginia
$15K – – –
MFBTD
669
MB Financial Bank - Trust Department
Illinois
$15K – – –
SSB
670
Sandy Spring Bank
Maryland
$15K – – –
WPW
671
Winthrop Partners - WNY
New York
$14.5K – – –
PMFA
672
Plante Moran Financial Advisors
Michigan
$14K -$3.45K -55 -20%
POIA
673
Pin Oak Investment Advisors
Texas
$14K +$132 +2 +1%
RMAM
674
Raab & Moskowitz Asset Management
New Jersey
$14K +$14K +226 New
SIM
675
Sonora Investment Management
Arizona
$13K – – –
25 26
27
28 29