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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 %
VNA
676
Valley National Advisers
Pennsylvania
$13K -$730K – –
VIA
677
Vantage Investment Advisors
Pennsylvania
$13K – – –
AF
678
Allworth Financial
California
$13K +$1.78K +28 +16%
NCM
679
New Capital Management
Texas
$13K +$9.83K +155 +310%
TPWA
680
TRUE Private Wealth Advisors
Oregon
$12.5K +$12.5K +194 New
SWA
681
Sutton Wealth Advisors
Florida
$12.1K -$12.2K -190 -50%
EARNEST Partners
682
EARNEST Partners
Georgia
$12K – – –
PCP
683
Proficio Capital Partners
Massachusetts
$12K +$497 +8 +4%
CAG
684
Csenge Advisory Group
Florida
$11K -$290K -4,143 -96%
BL
685
Balentine LLC
Georgia
$11K – – –
TWA
686
TCI Wealth Advisors
Arizona
$10K +$2.55K +40 +34%
CHP
687
Cable Hill Partners
Oregon
$9K -$11.4K -187 -56%
SFM
688
Signet Financial Management
New Jersey
$9K – – –
ECM
689
Exchange Capital Management
Michigan
$9K +$9K +133 New
SWM
690
Selective Wealth Management
Virginia
$9K +$9K +140 New
TC
691
Trilogy Capital
California
$9K +$9K +142 New
SWMG
692
Signature Wealth Management Group
Georgia
$8K -$1.77K -27 -18%
CIA
693
CSat Investment Advisory
Michigan
$8K -$762 -12 -9%
MRCM
694
M&R Capital Management
New Jersey
$8K – – –
CWA
695
Clarus Wealth Advisors
Arizona
$8K +$63 +1 +0.8%
IAS
696
IMA Advisory Services
Colorado
$7K -$7.75K -114 -53%
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$7K – – –
AC
698
Avestar Capital
New York
$7K +$355 +7 +5%
IFAM
699
Institutional & Family Asset Management
Colorado
$7K +$583 +9 +9%
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
26 27
28
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