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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 %
CHP
676
Cable Hill Partners
Oregon
$18K – – –
LWS
677
Lucia Wealth Services
California
$18K +$18K +323 New
QFA
678
Quattro Financial Advisors
Texas
$18K +$18K +330 New
WPA
679
West Paces Advisors
Georgia
$16.6K – – –
CFD
680
Creative Financial Designs
Indiana
$16K -$107K -1,938 -87%
PWM
681
Perigon Wealth Management
California
$16K -$45.7K -834 -74%
WAS
682
Winch Advisory Services
Wisconsin
$15K +$265 +5 +2%
SFG
683
SevenBridge Financial Group
Pennsylvania
$14K – – –
PS
684
Portfolio Solutions
Michigan
$14K – – –
GTAM
685
Global Trust Asset Management
Florida
$14K – – –
Rockefeller Capital Management
686
Rockefeller Capital Management
New York
$14K +$14K +260 New
SSB
687
Sandy Spring Bank
Maryland
$13K -$14.3K -259 -52%
THWM
688
Taylor Hoffman Wealth Management
Virginia
$13K – – –
MFBTD
689
MB Financial Bank - Trust Department
Illinois
$12K – – –
LA
690
Legacy Advisors
Pennsylvania
$12K – – –
PFP
691
Pinnacle Financial Partners
Tennessee
$12K +$12K +212 New
PMFA
692
Plante Moran Financial Advisors
Michigan
$12K +$12K +223 New
SIM
693
Sonora Investment Management
Arizona
$11.3K -$21.8K -400 -66%
JCM
694
Jacobi Capital Management
Pennsylvania
$11K – – –
VIA
695
Vantage Investment Advisors
Pennsylvania
$11K – – –
FPS
696
Fieldpoint Private Securities
Connecticut
$11K – – –
POIA
697
Pin Oak Investment Advisors
Texas
$11K +$1.41K +27 +15%
ECM
698
Estabrook Capital Management
New York
$10.9K – – –
EARNEST Partners
699
EARNEST Partners
Georgia
$10K – – –
FCAG
700
First Capital Advisors Group
New Jersey
$10K +$10K +186 New
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