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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
Cohen & Steers
New York
$521M
2
BC
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
Invesco
Georgia
$407M
3
Morgan Stanley
Morgan Stanley
New York
$272M
4
Goldman Sachs
Goldman Sachs
New York
$209M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
676
MB Financial Bank - Trust Department
Illinois
$14K – – –
IAS
677
IMA Advisory Services
Colorado
$14K +$14K +217 New
FMB
678
Field & Main Bank
Kentucky
$13K -$65K -1,000 -83%
SIM
679
Sonora Investment Management
Arizona
$13K – – –
JCM
680
Jacobi Capital Management
Pennsylvania
$13K – – –
POIA
681
Pin Oak Investment Advisors
Texas
$13K – – –
DWM
682
Destination Wealth Management
California
$13K +$13K +200 New
ECM
683
Estabrook Capital Management
New York
$12.5K – – –
EARNEST Partners
684
EARNEST Partners
Georgia
$12K – – –
VIA
685
Vantage Investment Advisors
Pennsylvania
$12K – – –
PCP
686
Proficio Capital Partners
Massachusetts
$12K +$1.23K +19 +11%
LWA
687
Lenox Wealth Advisors
New York
$12K +$12K +195 New
AF
688
Allworth Financial
California
$11K +$11K +177 New
MA
689
MUFG Americas
New York
$11K +$11K +183 New
PFP
690
Pinnacle Financial Partners
Tennessee
$10K -$3.25K -52 -25%
BL
691
Balentine LLC
Georgia
$10K +$10K +166 New
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$9.47K +$2.38K +38 +34%
SFM
693
Signet Financial Management
New Jersey
$9K – – –
CCM
694
Cribstone Capital Management
Maine
$9K – – –
SWMG
695
Signature Wealth Management Group
Georgia
$9K – – –
CIA
696
CSat Investment Advisory
Michigan
$9K +$9K +138 New
MRCM
697
M&R Capital Management
New Jersey
$8K – – –
PFSC
698
Peoples Financial Services Corp
Pennsylvania
$7K – – –
FGAM
699
Financial Gravity Asset Management
Texas
$7K +$7K +108 New
TWA
700
TCI Wealth Advisors
Arizona
$7K +$7K +117 New
26 27
28
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