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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 %
ECM
301
ETrade Capital Management
Virginia
$1.82M -$50.2K -724 -3%
FA
302
FMA Advisory
Pennsylvania
$1.82M -$32.6K -469 -2%
WKWM
303
Walter & Keenan Wealth Management
Indiana
$1.81M -$51.2K -737 -3%
V
304
Veritable
Delaware
$1.8M +$351K +5,051 +24%
PFC
305
Phocas Financial Corp
California
$1.79M -$32.1K -462 -2%
TYCC
306
Texas Yale Capital Corp
Florida
$1.78M -$2.01K -29 -0.1%
SOAMC
307
Spirit of America Management Corp
New York
$1.76M – – –
WJA
308
Williams Jones & Associates
New York
$1.74M -$171K -2,460 -9%
MAS
309
Madden Advisory Services
Florida
$1.73M -$14K -201 -0.8%
NAM
310
NTV Asset Management
West Virginia
$1.69M – – –
JWM
311
Jackson Wealth Management
Florida
$1.68M -$2.88K -42 -0.2%
MBA
312
McQueen Ball & Associates
Pennsylvania
$1.66M – – –
EVM
313
Eaton Vance Management
Massachusetts
$1.63M +$127K +1,824 +8%
ST
314
Spinnaker Trust
Maine
$1.59M +$1.32M +19,064 +492%
IA
315
IFP Advisors
Florida
$1.59M -$643K -9,264 -29%
CIA
316
Cascade Investment Advisors
Oregon
$1.58M -$18K -260 -1%
TAF
317
Tredje AP-fonden
Sweden
$1.57M +$37.3K +538 +2%
MSAM
318
Moloney Securities Asset Management
Missouri
$1.56M +$39.2K +565 +3%
AA
319
ALPS Advisors
Colorado
$1.53M -$47.6K -686 -3%
BMA
320
Brooks Moore & Associates
Tennessee
$1.52M +$1.52M +21,833 New
CB
321
Commerce Bank
Missouri
$1.51M +$104K +1,502 +7%
Lord, Abbett & Co
322
Lord, Abbett & Co
New Jersey
$1.5M -$576K -8,300 -28%
II
323
IFM Investors
Australia
$1.48M +$143K +2,063 +11%
FAAS
324
First Allied Advisory Services
California
$1.46M -$72.7K -1,049 -5%
KTM
325
Keeler Thomas Management
Utah
$1.45M +$170K +2,450 +13%
11 12
13
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