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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWA
701
Clarus Wealth Advisors
Arizona
$7K 126 +126 New
MS
702
Marshall & Sullivan
Washington
$6.83K 109 +109 New
PW
703
Price Wealth
Texas
– – -34 Closed
MSFP
704
Mark Sheptoff Financial Planning
Connecticut
$6K 100 – –
AC
705
Avestar Capital
New York
$6K 131 +10 +8%
IFAM
706
Institutional & Family Asset Management
Colorado
$6K 99 +11 +13%
GWS
707
Glassman Wealth Services
Virginia
$6K 98 +81 +476%
LF
708
Lee Financial
Texas
$5K 83 – –
OFW
709
Omnia Family Wealth
Florida
$4K 59 – –
RIA
710
RPG Investment Advisory
California
$3K 40 -550 -93%
BFC
711
Bedel Financial Consulting
Indiana
$3K 42 -45 -52%
NCM
712
New Capital Management
Texas
$3K 50 – –
MIM
713
Macroview Investment Management
Maryland
$3K 55 +1 +2%
TFO
714
Tarbox Family Office
California
$3K 54 +30 +125%
CFC
715
Coyle Financial Counsel
Illinois
$3K 48 +48 New
PMG
716
ProVise Management Group
Florida
$2.97K 47,423 -1,684 -3%
ML
717
McAdam LLC
Pennsylvania
$2K 30 -440 -94%
TFA
718
Transamerica Financial Advisors
Florida
$2K 19 -5 -21%
AWM
719
Avior Wealth Management
Nebraska
$2K 27 -4 -13%
WWM
720
Wagner Wealth Management
South Carolina
$2K 24 – –
IF
721
Ironwood Financial
Arizona
$2K 33 – –
LFA
722
Legacy Financial Advisors
Kentucky
$2K 29 +4 +16%
OFS
723
Orrstown Financial Services
Pennsylvania
$1K 20 – –
AIS
724
Accurate Investment Solutions
Pennsylvania
$1K 23 – –
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$1K 16 +16 New
27 28
29
30 31