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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$151M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$90.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$50.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.1M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$97M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$76.8M
3
Goldman Sachs
Goldman Sachs
New York
-$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCAP
276
Pratt Collard Advisory Partners
New York
$2.1M -$1.04K -15 -0%
PCM
277
Parsons Capital Management
Rhode Island
$2.08M +$18.8K +271 +0.9%
MCM
278
Maryland Capital Management
Maryland
$2.07M +$142K +2,050 +7%
GAM
279
Gotham Asset Management
New York
$2.03M +$1.35M +19,518 +200%
Wealthfront Advisers
280
Wealthfront Advisers
California
$2.03M +$2.03M +29,280 New
Creative Planning
281
Creative Planning
Kansas
$2.01M +$161K +2,319 +9%
SAM
282
Shell Asset Management
Netherlands
$1.98M -$260K -3,751 -12%
HAIM
283
Hunter Associates Investment Management
Pennsylvania
$1.98M +$132K +1,900 +7%
SLF
284
Sun Life Financial
Ontario, Canada
$1.97M -$200K -2,876 -9%
PS
285
Pensionfund Sabic
Netherlands
$1.96M – – –
OC
286
Oppenheimer & Co
New York
$1.96M -$23.2K -334 -1%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M -$44.2K -637 -2%
MYAM
288
Meiji Yasuda Asset Management
Japan
$1.94M -$537K -7,740 -22%
TCM
289
Telos Capital Management
California
$1.93M -$6.66K -96 -0.3%
WAM
290
World Asset Management
Michigan
$1.91M -$38.7K -558 -2%
TPA
291
Trivium Point Advisory
Connecticut
$1.9M +$1.9M +27,436 New
EAM
292
Eagle Asset Management
Florida
$1.89M +$1.89M +27,219 New
SDIC
293
South Dakota Investment Council
South Dakota
$1.89M – – –
WB
294
WesBanco Bank
West Virginia
$1.89M -$94.5K -1,361 -5%
BFO
295
Boston Family Office
Massachusetts
$1.87M – – –
HighTower Advisors
296
HighTower Advisors
Illinois
$1.86M +$111K +1,593 +6%
SLWS
297
Swaine & Leidel Wealth Services
Florida
$1.86M +$1.86M +23,982 New
RCM
298
Riverhead Capital Management
Delaware
$1.85M -$92K -1,325 -5%
VIA
299
Vident Investment Advisory
Georgia
$1.85M +$257K +3,697 +16%
EIA
300
Edgemoor Investment Advisors
Maryland
$1.82M -$19.4K -279 -1%
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