WELL icon

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 %
VCM
826
Vigilant Capital Management
Maine
– -$67K -1,050 Closed
IWP
827
Icon Wealth Partners
Texas
– -$58K -910 Closed
RPC
828
Rossmore Private Capital
Connecticut
– -$46.5K -729 Closed
WA
829
Winfield Associates
Ohio
– -$40K -625 Closed
FMTCOCP
830
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$25.2K -395 Closed
CAW
831
Cornerstone Advisors (Washington)
Washington
– -$24K -378 Closed
SBL
832
Sargent Bickham Lagudis
Colorado
– -$24K -374 Closed
ST
833
Sageworth Trust
Pennsylvania
– -$21K -337 Closed
PWM
834
Paulson Wealth Management
Illinois
– -$20K -310 Closed
CBT
835
Capital Bank & Trust
California
– -$19K -300 Closed
LC
836
Landaas & Company
Wisconsin
– -$19K -300 Closed
GT
837
Greenleaf Trust
Michigan
– -$19K -297 Closed
VCM
838
Versant Capital Management
Arizona
– -$18K -290 Closed
FGC
839
Financial Gravity Companies
Texas
– -$17K -281 Closed
BWM
840
Baystate Wealth Management
Massachusetts
– -$15K -250 Closed
TIM
841
Tortoise Investment Management
New York
– -$15K -243 Closed
GAM
842
Gemmer Asset Management
California
– -$14K -220 Closed
FFG
843
Ford Financial Group
California
– -$9K -156 Closed
TG
844
TLP Group
Illinois
– -$5K -80 Closed
CHC
845
City Holding Co
West Virginia
– -$5K -75 Closed
JWA
846
JFS Wealth Advisors
Pennsylvania
– -$4K -57 Closed
BL
847
Balentine LLC
Georgia
– -$2K -39 Closed
PO
848
Private Ocean
California
– -$2K -29 Closed
TRCT
849
Tower Research Capital (TRC)
New York
– -$1K -21 Closed
BCMIO
850
Beacon Capital Management Inc (Ohio)
Ohio
– -$1K -13 Closed
31 32 33
34
35