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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.

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
1
Cohen & Steers
New York
$521M
2
BC
2
Brookfield Corp
Ontario, Canada
$185M
3
Deutsche Bank
3
Deutsche Bank
Germany
$340M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$120M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$106M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B
2
Invesco
2
Invesco
Georgia
$407M
3
Morgan Stanley
3
Morgan Stanley
New York
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$209M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
176
State of Tennessee, Department of Treasury
Tennessee
$5.58M – – –
US Bancorp
177
US Bancorp
Minnesota
$5.52M +$83.1K +1,326 +2%
GHCM
178
Glen Harbor Capital Management
California
$5.46M +$107K +1,700 +2%
CA
179
Callahan Advisors
Texas
$5.35M -$76.5K -1,221 -1%
LNB
180
Ledyard National Bank
$5.25M -$367K -5,853 -7%
KBC Group
181
KBC Group
Belgium
$5.18M +$59.8K +954 +1%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$5.08M -$1.86M -29,726 -27%
Korea Investment Corp
183
Korea Investment Corp
South Korea
$5.05M -$3.69M -58,900 -42%
VanEck Associates
184
VanEck Associates
New York
$4.93M +$4.93M +78,582 New
AG
185
Advisor Group
Arizona
$4.92M -$472K -7,524 -9%
SG Americas Securities
186
SG Americas Securities
New York
$4.92M -$911K -14,536 -16%
MNG
187
Manning & Napier Group
New York
$4.91M – – –
WJA
188
Williams Jones & Associates
New York
$4.87M -$515K -8,211 -10%
VHAM
189
Van Hulzen Asset Management
California
$4.83M +$127K +2,030 +3%
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$4.83M -$16.6M -265,837 -77%
GIA
191
Gateway Investment Advisers
Ohio
$4.82M -$121K -1,932 -2%
PCM
192
Palouse Capital Management
Washington
$4.79M -$94K -1,499 -2%
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$4.78M -$86.5K -1,380 -2%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.72M +$1.84M +29,430 +64%
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$4.71M -$430K -6,852 -8%
CTC
196
Central Trust Company
Missouri
$4.6M -$76K -1,212 -2%
DCM
197
Driehaus Capital Management
Illinois
$4.6M +$1.78M +28,363 +63%
FFSOTS
198
Fiduciary Financial Services of The Southwest
Texas
$4.56M -$278K -4,434 -6%
NAM
199
North American Management
Massachusetts
$4.54M +$4.23M +67,496 +1,364%
CAM
200
Carret Asset Management
New York
$4.5M +$161K +2,566 +4%
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