WELL icon

Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
+$313M
2
State Street
State Street
Massachusetts
+$288M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$185M
4
Swedbank
Swedbank
Sweden
+$160M
5
American Century Companies
American Century Companies
Missouri
+$142M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$251M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$46.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$46.5M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$41.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
$2.97M -$17.5K -225 -0.6%
JAM
277
Jupiter Asset Management
United Kingdom
$2.92M +$2.92M +37,603 New
Schroder Investment Management Group
278
Schroder Investment Management Group
United Kingdom
$2.92M -$2.81M -36,211 -49%
RA
279
Rational Advisors
New York
$2.91M +$2.84M +36,581 +4,166%
PCM
280
Palisade Capital Management
New Jersey
$2.91M +$2.91M +37,449 New
QCM
281
Quadrant Capital Management
New Jersey
$2.87M +$27.6K +355 +1%
M&T Bank
282
M&T Bank
New York
$2.86M -$122K -1,572 -4%
TCM
283
Tuttle Capital Management
Connecticut
$2.82M +$2.82M +36,385 New
BCM
284
Buckhead Capital Management
Georgia
$2.72M -$962K -12,393 -26%
DADC
285
D.A. Davidson & Co
Montana
$2.68M +$1.54M +19,954 +136%
CIA
286
Capital Investment Advisors
Georgia
$2.67M -$182K -2,340 -6%
TAF
287
Tredje AP-fonden
Sweden
$2.66M +$902K +11,617 +51%
RA
288
RMR Advisors
Massachusetts
$2.65M – – –
RRWA
289
Rainey & Randall Wealth Advisors
Florida
$2.65M +$543 +7 +0%
SCM
290
Schnieders Capital Management
California
$2.61M +$1.11M +14,257 +74%
CTA
291
Carillon Tower Advisers
Florida
$2.61M +$2.61M +33,600 New
QI
292
QS Investors
New York
$2.55M -$33.4K -430 -1%
BHC
293
Bowen Hanes & Co
Florida
$2.51M +$64.8K +835 +3%
NMERB
294
New Mexico Educational Retirement Board
New Mexico
$2.43M -$31K -400 -1%
Creative Planning
295
Creative Planning
Kansas
$2.38M +$136K +1,755 +6%
BWL
296
Bogart Wealth LLC
Virginia
$2.37M -$223K -2,879 -9%
SAM
297
Silvercrest Asset Management
New York
$2.36M -$6.68K -86 -0.3%
MYAM
298
Meiji Yasuda Asset Management
Japan
$2.34M +$180K +2,325 +8%
PCAP
299
Pratt Collard Advisory Partners
New York
$2.33M -$20.1K -259 -0.9%
PCM
300
Parsons Capital Management
Rhode Island
$2.32M +$1.71K +22 +0.1%
10 11
12
13 14