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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 %
WB
301
WesBanco Bank
West Virginia
$2.43M +$155K +1,896 +7%
PCM
302
Parsons Capital Management
Rhode Island
$2.42M -$21.8K -267 -0.9%
SOAMC
303
Spirit of America Management Corp
New York
$2.4M +$226K +2,775 +10%
SAM
304
Silvercrest Asset Management
New York
$2.4M -$81.5K -1,000 -3%
PCAP
305
Pratt Collard Advisory Partners
New York
$2.39M -$65.1K -799 -3%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$2.37M +$111K +1,357 +5%
OC
307
Oppenheimer & Co
New York
$2.35M +$76.2K +935 +3%
HAIM
308
Hunter Associates Investment Management
Pennsylvania
$2.32M -$44.8K -550 -2%
HighTower Advisors
309
HighTower Advisors
Illinois
$2.31M +$139K +1,704 +6%
SAM
310
Shell Asset Management
Netherlands
$2.31M -$54.8K -672 -2%
WJA
311
Williams Jones & Associates
New York
$2.25M +$255K +3,130 +13%
II
312
IFM Investors
Australia
$2.24M +$182K +2,226 +9%
BFO
313
Boston Family Office
Massachusetts
$2.22M – – –
S
314
Seeyond
France
$2.19M -$1.3M -15,970 -37%
JWM
315
Jackson Wealth Management
Florida
$2.18M +$52K +617 +2%
EIA
316
Edgemoor Investment Advisors
Maryland
$2.14M +$408 +5 +0%
V
317
Veritable
Delaware
$2.14M -$1.71K -21 -0.1%
SLWS
318
Swaine & Leidel Wealth Services
Florida
$2.13M -$45.9K -563 -2%
CB
319
Commerce Bank
Missouri
$2.12M +$262K +3,218 +14%
FA
320
FMA Advisory
Pennsylvania
$2.12M -$51.9K -637 -2%
TYCC
321
Texas Yale Capital Corp
Florida
$2.11M -$2.21M -27,137 -51%
SLI
322
Sumitomo Life Insurance
Japan
$2.07M +$82.2K +1,008 +4%
SDIC
323
South Dakota Investment Council
South Dakota
$2.06M -$163K -1,996 -7%
TRCT
324
Tower Research Capital (TRC)
New York
$2.01M +$973K +11,935 +94%
TAF
325
Tredje AP-fonden
Sweden
$2.01M -$783K -9,609 -28%
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