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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
ECM
702
Estabrook Capital Management
New York
$5.15K -$7.72K -120 -60%
TFS
703
TrustCore Financial Services
Tennessee
$5K -$33.6K -470 -87%
KIG
704
Kessler Investment Group
Indiana
$5K +$5K +70 New
GAM
705
Gemmer Asset Management
California
$5K +$5K +77 New
HWA
706
Heritage Wealth Advisors
Virginia
$5K +$5K +79 New
LWM
707
Lenox Wealth Management
Ohio
$5K +$5K +85 New
MIM
708
Macroview Investment Management
Maryland
$4K – – –
OFW
709
Omnia Family Wealth
Florida
$4K – – –
JWA
710
JFS Wealth Advisors
Pennsylvania
$4K +$4K +60 New
TFO
711
Tarbox Family Office
California
$3K -$176 -3 -6%
RIA
712
RPG Investment Advisory
California
$3K – – –
CG
713
Cutler Group
California
$3K +$3K +57 New
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$2.57K -$7.14K -111 -74%
DWM
715
Destination Wealth Management
California
$2K -$10.5K -168 -84%
TFA
716
Transamerica Financial Advisors
Florida
$2K -$235 -2 -11%
WWM
717
Wagner Wealth Management
South Carolina
$2K – – –
BFC
718
Bedel Financial Consulting
Indiana
$2K – – –
AWM
719
Avior Wealth Management
Nebraska
$2K – – –
IF
720
Ironwood Financial
Arizona
$2K – – –
NIM
721
NuWave Investment Management
New Jersey
$2K +$1.64K +23 +460%
WKWM
722
Walter & Keenan Wealth Management
Indiana
$1.72K – – –
FM
723
Forward Management
California
$1K -$595K -11,900 -100%
LFA
724
Legacy Financial Advisors
Kentucky
$1K – – –
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
27 28
29
30 31