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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 Holding Trade Value Shares
Change 		Shares
Change %
WIM
726
Westside Investment Management
California
$931 – – –
NA
727
NewEdge Advisors
Louisiana
$496 -$164 -2,646 -25%
AIL
728
AGF Investments LLC
Ontario, Canada
$63 +$28 +440 +79%
FRA
729
Front Row Advisors
California
$4 – – –
CIM
730
Centersquare Investment Management
Pennsylvania
– -$55M -1,010,581 Closed
PP
731
Prudential plc
United Kingdom
– -$29.8M -548,124 Closed
Voloridge Investment Management
732
Voloridge Investment Management
Florida
– -$20.4M -375,231 Closed
Arrowstreet Capital
733
Arrowstreet Capital
Massachusetts
– -$14.8M -271,087 Closed
DSA
734
Davis Selected Advisers
Arizona
– -$11.6M -214,011 Closed
TG
735
TCW Group
California
– -$9.61M -176,526 Closed
CIMLRA
736
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$6.02M -110,512 Closed
ESCM
737
Echo Street Capital Management
New York
– -$5.46M -100,228 Closed
GCA
738
GSI Capital Advisors
California
– -$5.21M -95,800 Closed
PG
739
PEAK6 Group
Illinois
– -$4.99M -91,739 Closed
LCP
740
LGT Capital Partners
Switzerland
– -$4.74M -87,140 Closed
Squarepoint
741
Squarepoint
New York
– -$3.85M -70,673 Closed
IOOF
742
Independent Order of Foresters
Ontario, Canada
– -$3.41M -62,587 Closed
QC
743
Quadrature Capital
United Kingdom
– -$3.07M -56,447 Closed
CC
744
Cipher Capital
New York
– -$2.55M -46,922 Closed
AIM
745
Achmea Investment Management
Netherlands
– -$2.41M -44,229 Closed
Nomura Holdings
746
Nomura Holdings
Japan
– -$2.32K -42,594 Closed
LFR
747
Lehman Financial Resources
Pennsylvania
– -$2.09M -38,480 Closed
TSS
748
Two Sigma Securities
New York
– -$1.64M -30,168 Closed
QT
749
Quantbot Technologies
New York
– -$1.56M -28,701 Closed
AWCI
750
Alpine Woods Capital Investors
New York
– -$1.35M -24,803 Closed
28 29
30
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