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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 %
UCFA
276
United Capital Financial Advisors
Texas
$3.02M +$956K +11,733 +46%
M&T Bank
277
M&T Bank
New York
$3.01M -$1.71K -21 -0.1%
AA
278
Ancora Advisors
Ohio
$3M -$601K -7,370 -17%
Wealthfront Advisers
279
Wealthfront Advisers
California
$2.98M -$298K -3,660 -9%
Creative Planning
280
Creative Planning
Kansas
$2.96M +$457K +5,609 +18%
Pacer Advisors
281
Pacer Advisors
Pennsylvania
$2.9M -$568K -6,968 -16%
BCM
282
Buckhead Capital Management
Georgia
$2.85M -$6.36K -78 -0.2%
PAG
283
Private Advisor Group
New Jersey
$2.83M -$1.78M -21,898 -39%
SCM
284
Schnieders Capital Management
California
$2.83M +$85.1K +1,044 +3%
CIA
285
Capital Investment Advisors
Georgia
$2.8M -$4.48K -55 -0.2%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.8M +$962K +11,805 +52%
RA
287
RMR Advisors
Massachusetts
$2.79M – – –
CTA
288
Carillon Tower Advisers
Florida
$2.74M – – –
RCM
289
Riverhead Capital Management
Delaware
$2.74M +$571K +7,000 +26%
BWL
290
Bogart Wealth LLC
Virginia
$2.72M +$228K +2,799 +9%
PA
291
Profund Advisors
Maryland
$2.67M +$489K +5,999 +22%
BHC
292
Bowen Hanes & Co
Florida
$2.63M – – –
QI
293
QS Investors
New York
$2.61M -$70.1K -859 -3%
QT
294
Quantbot Technologies
New York
$2.59M +$1.99M +24,421 +330%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$2.58M +$32.6K +400 +1%
WAM
296
World Asset Management
Michigan
$2.57M +$139K +1,709 +6%
KTM
297
Keeler Thomas Management
Utah
$2.49M +$81.5K +1,000 +3%
LOAMS
298
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.47M +$1.63M +19,993 +194%
SCP
299
Syntal Capital Partners
Texas
$2.45M +$2.45M +35,250 New
DADC
300
D.A. Davidson & Co
Montana
$2.43M -$393K -4,822 -14%
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