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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
$193M
2
PI
PGGM Investments
Netherlands
$381M
3
American Century Companies
American Century Companies
Missouri
$81.8M
4
Deutsche Bank
Deutsche Bank
Germany
$152M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$298M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.75B
2
Cohen & Steers
Cohen & Steers
New York
$744K
3
Bank of New York Mellon
Bank of New York Mellon
New York
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$466M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
776
Veritable
Delaware
– -$492K -7,716 Closed
MSTVIM
777
Messner & Smith Theme Value Investment Management
California
– -$489K -7,670 Closed
VIA
778
Virtus Investment Advisers
Connecticut
– -$479K -7,508 Closed
ACS
779
Archford Capital Strategies
Illinois
– -$470K -7,373 Closed
VF
780
Virtu Financial
New York
– -$416K -6,526 Closed
TCM
781
Teza Capital Management
Illinois
– -$411K -6,438 Closed
AIA
782
Allegis Investment Advisors
Idaho
– -$395K -6,188 Closed
DDC
783
DF Dent & Co
Maryland
– -$337K -5,292 Closed
AFNAS
784
American Financial Network Advisory Services
California
– -$332K -5,207 Closed
LNWWM
785
Laird Norton Wetherby Wealth Management
California
– -$332K -5,198 Closed
DS
786
DRW Securities
Illinois
– -$331K -5,184 Closed
RG
787
Renaissance Group
Kentucky
– -$328K -5,140 Closed
ZIC
788
ZWJ Investment Counsel
Georgia
– -$326K -5,113 Closed
FNBT
789
FineMark National Bank & Trust
Florida
– -$315K -4,941 Closed
GCA
790
Gideon Capital Advisors
New York
– -$311K -4,870 Closed
RA
791
RFG Advisory
Alabama
– -$305K -4,858 Closed
STA
792
Summit Trail Advisors
New York
– -$300K -4,857 Closed
FIM
793
Freedom Investment Management
Connecticut
– -$301K -4,721 Closed
Jones Financial Companies
794
Jones Financial Companies
Missouri
– -$299K -4,689 Closed
AFP
795
Ausdal Financial Partners
Iowa
– -$297K -4,650 Closed
FDS
796
Freedom Day Solutions
Texas
– -$294K -4,609 Closed
EWM
797
Evermay Wealth Management
Virginia
– -$291K -4,566 Closed
HFS
798
HL Financial Services
Kentucky
– -$271K -4,256 Closed
TC
799
Telemus Capital
Michigan
– -$266K -4,168 Closed
CL
800
Choreo LLC
Illinois
– -$250K -3,919 Closed
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