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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 %
CG
801
Caprock Group
Idaho
– -$227K -3,840 Closed
BFM
802
Boothbay Fund Management
New York
– -$245K -3,836 Closed
GLA
803
Good Life Advisors
Pennsylvania
– -$232K -3,712 Closed
WA
804
Waverly Advisors
Alabama
– -$234K -3,673 Closed
DAM
805
Diamant Asset Management
Connecticut
– -$226 -3,550 Closed
PL
806
Perpetual Ltd
Australia
– -$224K -3,500 Closed
TNBTD
807
Trustmark National Bank Trust Department
Mississippi
– -$222K -3,482 Closed
SC
808
SouthState Corp
Florida
– -$221K -3,472 Closed
CCA
809
Checchi Capital Advisers
California
– -$221K -3,470 Closed
BRWA
810
B. Riley Wealth Advisors
Florida
– -$222K -3,458 Closed
SFG
811
SNS Financial Group
Minnesota
– -$214K -3,355 Closed
Mirae Asset Global Investments
812
Mirae Asset Global Investments
South Korea
– -$209K -3,278 Closed
OWD
813
Osborn Williams & Donohoe
Ohio
– -$209K -3,275 Closed
DAC
814
Dividend Assets Capital
South Carolina
– -$207K -3,250 Closed
CSS
815
Cubist Systematic Strategies
Connecticut
– -$206K -3,235 Closed
IH
816
IFC Holdings
Florida
– -$205K -3,230 Closed
JSL
817
JT Stratford LLC
Georgia
– -$206K -3,225 Closed
TNB
818
Thomasville National Bank
Georgia
– -$205K -3,210 Closed
BTNA
819
Bremer Trust National Association
Minnesota
– -$203K -3,183 Closed
BP
820
Ballentine Partners
Massachusetts
– -$202K -3,173 Closed
EAM
821
Exane Asset Management
France
– -$160K -2,513 Closed
WG
822
Welch Group
Alabama
– -$142K -2,229 Closed
EWM
823
Evercore Wealth Management
New York
– -$127K -1,994 Closed
FIB
824
First Interstate Bank
Montana
– -$102K -1,600 Closed
CG
825
Cutler Group
California
– -$101K -1,596 Closed
31 32
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