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Welltower
WELL

Overview Fund Activity

806 hedge funds and large institutions have $29.8B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 277 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.53%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
81
Increased
333
Reduced
277
Closed
67
Calls
$91.4M
Puts
$58.1M
Net Calls
+$33.4M
Net Calls Change
-$16.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$302M
2
State Street
State Street
Massachusetts
+$229M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
ZP
Zimmer Partners
New York
-$134M
2
Renaissance Technologies
Renaissance Technologies
New York
-$119M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$114M
4
HRES
Heitman Real Estate Securities
Illinois
-$91.3M
5
Bank of America
Bank of America
North Carolina
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
251
Mariner Independent Advisor Network
Kansas
$3.77M +$69.1K +849 +2%
DILIC
252
Dai-ichi Life Insurance Company
Japan
$3.71M – – –
GSC
253
G&S Capital
Colorado
$3.7M +$1.87M +22,903 +102%
RIM
254
Redpoint Investment Management
Australia
$3.69M -$585K -7,170 -14%
Victory Capital Management
255
Victory Capital Management
Texas
$3.69M +$349K +4,286 +10%
B
256
BP
United Kingdom
$3.67M – – –
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$3.62M +$183K +2,249 +5%
SCA
258
Snowden Capital Advisors
New York
$3.61M -$25.8K -317 -0.7%
PMG
259
ProVise Management Group
Florida
$3.61M -$63.6K -780 -2%
ACP
260
Ashfield Capital Partners
California
$3.5M +$135K +1,660 +4%
APG Asset Management
261
APG Asset Management
Netherlands
$3.44M -$3.41M -47,700 -50%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$3.36M +$86.8K +1,065 +3%
WCM
263
Windward Capital Management
California
$3.33M +$36K +442 +1%
RIM
264
Rampart Investment Management
Connecticut
$3.33M -$197K -2,413 -6%
Wellington Management Group
265
Wellington Management Group
Massachusetts
$3.28M -$16.3M -199,496 -83%
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$3.28M -$15.2M -185,995 -82%
CBOA
267
Commonwealth Bank of Australia
Australia
$3.19M -$445K -5,462 -12%
RJT
268
Raymond James Trust
Florida
$3.18M +$41.7K +511 +1%
JPMPWA
269
J.P. Morgan Private Wealth Advisors
California
$3.17M -$373K -4,576 -11%
BB
270
Bell Bank
North Dakota
$3.13M +$7.42K +91 +0.2%
LCAM
271
London & Capital Asset Management
United Kingdom
$3.11M -$11.3K -139 -0.4%
MYAM
272
Meiji Yasuda Asset Management
Japan
$3.09M +$631K +7,737 +26%
QCM
273
Quadrant Capital Management
New Jersey
$3.07M +$51K +625 +2%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$3.06M -$143K -1,750 -4%
CGH
275
Crossmark Global Holdings
Texas
$3.06M -$56.3K -690 -2%
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