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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 %
VF
301
Virtu Financial
New York
$2.32M +$2.32M +29,872 New
WAM
302
World Asset Management
Michigan
$2.32M +$181K +2,334 +8%
KTM
303
Keeler Thomas Management
Utah
$2.29M +$663K +8,550 +41%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$2.28M -$184K -2,639 -7%
SAM
305
Shell Asset Management
Netherlands
$2.25M +$36.8K +474 +2%
WCA
306
Waratah Capital Advisors
Ontario, Canada
$2.25M +$2.25M +28,970 New
HAIM
307
Hunter Associates Investment Management
Pennsylvania
$2.25M +$38.8K +500 +2%
OC
308
Oppenheimer & Co
New York
$2.17M -$24.4K -314 -1%
WB
309
WesBanco Bank
West Virginia
$2.16M +$53.7K +692 +3%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$2.15M +$2.15M +27,721 New
Man Group
311
Man Group
United Kingdom
$2.12M +$1.41M +18,165 +199%
BFO
312
Boston Family Office
Massachusetts
$2.11M +$19.3K +249 +0.9%
SDIC
313
South Dakota Investment Council
South Dakota
$2.11M – – –
PA
314
Profund Advisors
Maryland
$2.08M +$730K +9,407 +54%
SLWS
315
Swaine & Leidel Wealth Services
Florida
$2.08M +$214K +2,752 +11%
SOAMC
316
Spirit of America Management Corp
New York
$2.07M +$101K +1,300 +5%
HighTower Advisors
317
HighTower Advisors
Illinois
$2.07M -$12.8K -165 -0.6%
VIA
318
Vident Investment Advisory
Georgia
$2.07M -$776 -10 -0%
RCM
319
Riverhead Capital Management
Delaware
$2.06M -$7.76K -100 -0.4%
FA
320
FMA Advisory
Pennsylvania
$2.06M +$31K +400 +2%
EIA
321
Edgemoor Investment Advisors
Maryland
$2.04M -$4.66K -60 -0.2%
V
322
Veritable
Delaware
$2.03M +$26.2K +337 +1%
WKWM
323
Walter & Keenan Wealth Management
Indiana
$2.02M – – –
ECM
324
ETrade Capital Management
Virginia
$2.01M -$20.3K -261 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.01M -$1.17M -15,039 -37%
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