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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 %
PW
726
Price Wealth
Texas
$2K -$5.77K -98 -74%
AWM
727
Avior Wealth Management
Nebraska
$2K – – –
IF
728
Ironwood Financial
Arizona
$2K – – –
FCFS
729
First Command Financial Services
Texas
$2K – – –
TFA
730
Transamerica Financial Advisors
Florida
$2K +$167 +2 +9%
FPFS
731
First Personal Financial Services
North Carolina
$2K +$2K +6 New
PFGIA
732
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$537 +11 +37%
WWM
733
Wagner Wealth Management
South Carolina
$1K -$11.5K -276 -92%
TFO
734
Tarbox Family Office
California
$1K -$10.8K -258 -91%
LFA
735
Legacy Financial Advisors
Kentucky
$1K -$7.56K -189 -88%
BBHC
736
Brown Brothers Harriman & Co
New York
$1K -$2.1K -44 -68%
GWS
737
Glassman Wealth Services
Virginia
$1K -$941 -16 -48%
OFS
738
Orrstown Financial Services
Pennsylvania
$1K – – –
AIS
739
Accurate Investment Solutions
Pennsylvania
$1K +$43 +1 +5%
ACM
740
Aviance Capital Management
Florida
$1K +$1K +23 New
MCM
741
Manchester Capital Management
Vermont
$1K +$1K +24 New
WIM
742
Westside Investment Management
California
$809 – – –
SCM
743
Stevens Capital Management
Pennsylvania
– -$10.3M -162,206 Closed
Balyasny Asset Management
744
Balyasny Asset Management
Illinois
– -$9.93M -155,630 Closed
JG
745
Jefferies Group
New York
– -$8.37M -131,174 Closed
HCM
746
Highbridge Capital Management
New York
– -$6.42M -100,723 Closed
MPM
747
Meritage Portfolio Management
Kansas
– -$5.11M -80,200 Closed
Connor, Clark & Lunn Investment Management (CC&L)
748
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.28M -51,400 Closed
HS
749
Hazelview Securities
Ontario, Canada
– -$3.24M -50,800 Closed
ZIG
750
Zurich Insurance Group
Switzerland
– -$2.93M -45,909 Closed
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