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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 %
CBTWT
326
Community Bank & Trust (Waco, Texas)
Texas
$1.44M -$38.9K -560 -3%
WDA
327
Wendell David Associates
New Hampshire
$1.43M – – –
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$1.43M +$13.4K +193 +0.9%
FB
329
Fulton Bank
Pennsylvania
$1.43M -$19.6K -282 -1%
COPPSERS
330
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.42M -$696K -10,036 -33%
AWM
331
Aevitas Wealth Management
Massachusetts
$1.41M +$4.65K +67 +0.3%
Brown Advisory
332
Brown Advisory
Maryland
$1.4M +$193K +2,774 +16%
SFA
333
Semmax Financial Advisors
North Carolina
$1.39M – – –
GF
334
Gabelli Funds
New York
$1.39M – – –
SS
335
Simplicity Solutions
Minnesota
$1.38M -$560K -8,073 -29%
SLI
336
Sumitomo Life Insurance
Japan
$1.38M +$33.9K +488 +3%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$1.37M -$146K -2,100 -10%
MNBTD
338
Moody National Bank Trust Division
Texas
$1.37M +$21K +302 +2%
BA
339
Bard Associates
Illinois
$1.37M -$5.55K -80 -0.4%
SCM
340
Schnieders Capital Management
California
$1.35M -$6.66K -96 -0.5%
AWM
341
AE Wealth Management
Kansas
$1.28M -$854K -12,306 -40%
ANI
342
American National Insurance
Texas
$1.26M – – –
HPC
343
Hobart Private Capital
North Carolina
$1.24M -$56.2K -809 -4%
SPIA
344
Steward Partners Investment Advisory
New York
$1.23M -$179K -2,580 -13%
ISL
345
Ingalls & Snyder LLC
New York
$1.21M -$2.78K -40 -0.2%
PA
346
Profund Advisors
Maryland
$1.21M -$628K -9,049 -34%
LCM
347
Liberty Capital Management
Michigan
$1.21M – – –
IC
348
Intersect Capital
California
$1.2M -$1.15M – –
HAG
349
HighPoint Advisor Group
Illinois
$1.2M +$844K +17,099 +240%
OI
350
Oakbrook Investments
Illinois
$1.19M -$294K -4,229 -20%
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