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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 %
UOC
751
UBS O'Connor
Illinois
– – -23,100 Closed
GEM
752
Global Endowment Management
North Carolina
– – -23,000 Closed
LCM
753
Landscape Capital Management
New Jersey
– – -22,200 Closed
Holocene Advisors
754
Holocene Advisors
New York
– – -20,570 Closed
CM
755
Crestline Management
Texas
– – -20,032 Closed
AAS
756
Annex Advisory Services
Wisconsin
– – -17,575 Closed
Jacobs Levy Equity Management
757
Jacobs Levy Equity Management
New Jersey
– – -17,400 Closed
MIAN
758
Mariner Independent Advisor Network
Kansas
– – -16,855 Closed
CAN
759
Cetera Advisor Networks
California
– – -15,591 Closed
Millennium Management
760
Millennium Management
New York
– – -14,426 Closed
TC
761
Toews Corporation
New Jersey
– – -14,000 Closed
WG
762
Winton Group
United Kingdom
– – -10,067 Closed
EP
763
Edgestream Partners
New Jersey
– – -9,189 Closed
KI
764
Koch Industries
Kansas
– – -8,565 Closed
GH
765
GAM Holding
Switzerland
– – -8,372 Closed
CFG
766
CNO Financial Group
Indiana
– – -7,747 Closed
NFA
767
Nuveen Fund Advisors
Illinois
– – -7,247 Closed
Verition Fund Management
768
Verition Fund Management
Connecticut
– – -6,620 Closed
BFM
769
Boston Financial Management
Massachusetts
– – -6,070 Closed
MA
770
Montag & Associates
Georgia
– – -5,053 Closed
FAIM
771
Financial Advocates Investment Management
Washington
– – -4,574 Closed
RA
772
Rational Advisors
New York
$0 5 -4,518 -100%
HCM
773
Hall Capital Management
Rhode Island
– – -4,387 Closed
CWS
774
Cypress Wealth Services
California
– – -4,370 Closed
MHS
775
M Holdings Securities
Oregon
– – -4,105 Closed
29 30
31
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