WELL icon

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.

New
Increased
Maintained
Reduced
Closed
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
Cohen & Steers
New York
$521M
2
BC
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
Invesco
Georgia
$407M
3
Morgan Stanley
Morgan Stanley
New York
$272M
4
Goldman Sachs
Goldman Sachs
New York
$209M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMA
776
Graticule Asia Macro Advisors
New York
– -$212K -3,900 Closed
QC
777
QCM Cayman
Texas
– -$206K -3,793 Closed
TW
778
Transform Wealth
Colorado
– -$205K -3,775 Closed
FWCM
779
Ferguson Wellman Capital Management
Oregon
– -$205K -3,767 Closed
LNC
780
Lincoln National Corp
Pennsylvania
– -$204K -3,762 Closed
LIM
781
Leavell Investment Management
Alabama
– -$204K -3,752 Closed
RIM
782
Regent Investment Management
Kentucky
– -$201K -3,700 Closed
ES
783
Equitec Specialists
Illinois
– -$155K -2,853 Closed
PAI
784
Pittenger & Anderson Inc
Nebraska
– -$118K -2,170 Closed
MC
785
Muzinich & Co
New York
– -$79K -1,453 Closed
APP
786
Avantax Planning Partners
Iowa
– -$75K -1,373 Closed
MCWS
787
McKinley Carter Wealth Services
West Virginia
– -$54K -987 Closed
MSA
788
Marino Stram & Associates
Massachusetts
– -$52K -952 Closed
SP
789
SWS Partners
Ohio
– -$46K -844 Closed
GI
790
GS Investments
Minnesota
– -$43.5K -800 Closed
Walleye Trading
791
Walleye Trading
New York
– -$43K -792 Closed
WEC
792
Winslow Evans & Crocker
Massachusetts
– -$40.8K -750 Closed
KF
793
Krilogy Financial
Missouri
– -$39K -725 Closed
CIP
794
Convergence Investment Partners
Florida
– -$21K -379 Closed
RFM
795
Royal Fund Management
Florida
– -$18K -346 Closed
QFA
796
Quattro Financial Advisors
Texas
– -$18K -330 Closed
PWM
797
Perigon Wealth Management
California
– -$16K -292 Closed
PS
798
Portfolio Solutions
Michigan
– -$14K -265 Closed
FCAG
799
First Capital Advisors Group
New Jersey
– -$10K -186 Closed
IIC
800
Integrated Investment Consultants
Michigan
– -$9K -168 Closed
29 30 31
32
33