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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 %
CF
751
Centaurus Financial
California
– -$304K -4,849 Closed
BJL
752
Brighton Jones LLC
Washington
– -$289K -4,605 Closed
B
753
Bridgeworth
Alabama
– -$275K -4,387 Closed
FIM
754
Foresters Investment Management
New York
– -$270K -4,301 Closed
EMG
755
Ellington Management Group
Connecticut
– -$270K -4,300 Closed
IB
756
Intrust Bank
Kansas
– -$242K -3,859 Closed
FCBT
757
First Citizens Bank & Trust
North Carolina
– -$239K -3,809 Closed
CPA
758
Clear Perspective Advisors
Illinois
– -$221K -3,485 Closed
MBT
759
Monroe Bank & Trust
Michigan
– -$187K -2,985 Closed
BCP
760
Blue Chip Partners
Michigan
– -$138K -2,200 Closed
WT
761
Washington Trust
Rhode Island
– -$112K -1,790 Closed
Fuller & Thaler Asset Management
762
Fuller & Thaler Asset Management
California
– -$107K -1,700 Closed
CIBC Private Wealth Group
763
CIBC Private Wealth Group
Georgia
– -$72K -1,151 Closed
STA
764
Summit Trail Advisors
New York
– -$71K -1,138 Closed
IWP
765
Icon Wealth Partners
Texas
– -$65K -1,034 Closed
CA
766
Crewe Advisors
Utah
– -$60K -1,012 Closed
AWA
767
Acorn Wealth Advisors
Michigan
– -$45K -730 Closed
DBT
768
Dubuque Bank & Trust
Iowa
– -$40K -636 Closed
OIA
769
OneDigital Investment Advisors
Kansas
– -$34K -540 Closed
JFA
770
JNBA Financial Advisors
Minnesota
– -$30K -480 Closed
GBBWRPM
771
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$27K -428 Closed
HR
772
Howe & Rusling
New York
– -$22K -355 Closed
LC
773
Landaas & Company
Wisconsin
– -$19K -300 Closed
CA
774
Centerpoint Advisors
Massachusetts
– -$16K -263 Closed
Rockefeller Capital Management
775
Rockefeller Capital Management
New York
– -$16K -260 Closed
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