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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 %
FRA
726
Front Row Advisors
California
$7 +$3 +45 +78%
PCM
727
Palouse Capital Management
Washington
– -$4.79M -76,392 Closed
NAM
728
North American Management
Massachusetts
– -$4.54M -72,443 Closed
Capital Fund Management (CFM)
729
Capital Fund Management (CFM)
France
– -$4.45M -71,003 Closed
SCM
730
Stevens Capital Management
Pennsylvania
– -$4.22M -67,228 Closed
ECM
731
EII Capital Management
New York
– -$4.1M -65,445 Closed
MWNA
732
Marshall Wace North America
New York
– -$3.97M -63,327 Closed
Los Angeles Capital Management
733
Los Angeles Capital Management
California
– -$2.15M -34,210 Closed
OAM
734
Oxford Asset Management
United Kingdom
– -$1.77M -28,358 Closed
ARTA
735
A.R.T. Advisors
New York
– -$1.76M -28,000 Closed
Tudor Investment Corp
736
Tudor Investment Corp
Connecticut
– -$1.3M -20,713 Closed
Citadel Advisors
737
Citadel Advisors
Florida
– -$1.2M -19,182 Closed
Boston Partners
738
Boston Partners
Massachusetts
– -$1.16M -18,540 Closed
WAM
739
Wolverine Asset Management
Illinois
– -$993K -15,844 Closed
SAM
740
Shamrock Asset Management
Texas
– -$987K -15,744 Closed
VI
741
Versor Investments
New York
– -$984K -15,700 Closed
Twin Tree Management
742
Twin Tree Management
Texas
– -$865K -13,805 Closed
BA
743
Bridgewater Associates
Connecticut
– -$845K -13,476 Closed
Susquehanna International Group
744
Susquehanna International Group
Pennsylvania
– -$814K -12,984 Closed
PCM
745
Price Capital Management
Louisiana
– -$757K -12,082 Closed
DLHL
746
Donald L. Hagan LLC
Florida
– -$747K -11,909 Closed
KLI
747
Kelman-Lazarov Inc
Tennessee
– -$630K -10,050 Closed
Jane Street
748
Jane Street
New York
– -$531K -8,469 Closed
6M
749
6 Meridian
Kansas
– -$512K -8,163 Closed
AAM
750
Advisors Asset Management
Colorado
– -$390K -6,221 Closed
28 29
30
31 32