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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 %
UCFA
326
United Capital Financial Advisors
Texas
$1.96M -$730K -9,404 -27%
JWM
327
Jackson Wealth Management
Florida
$1.96M +$59.7K +769 +3%
II
328
IFM Investors
Australia
$1.96M +$305K +3,932 +18%
TAM
329
Tiverton Asset Management
Delaware
$1.94M +$1.75M +22,568 +944%
SFA
330
Semmax Financial Advisors
North Carolina
$1.92M -$1.39M – –
WJA
331
Williams Jones & Associates
New York
$1.9M -$48.4K -624 -2%
SLI
332
Sumitomo Life Insurance
Japan
$1.89M +$347K +4,466 +22%
MAS
333
Madden Advisory Services
Florida
$1.89M -$50.1K -646 -3%
PS
334
Pensionfund Sabic
Netherlands
$1.88M -$310K -4,000 -14%
MOS
335
MGO One Seven
Ohio
$1.79M +$810K +10,439 +83%
CB
336
Commerce Bank
Missouri
$1.76M +$73.2K +943 +4%
ST
337
Spinnaker Trust
Maine
$1.76M -$16.1K -207 -0.9%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.75M +$163K +2,095 +10%
GSC
339
G&S Capital
Colorado
$1.74M +$1.74M +22,457 New
CIA
340
Cascade Investment Advisors
Oregon
$1.74M -$22.5K -290 -1%
D.E. Shaw & Co
341
D.E. Shaw & Co
New York
$1.69M -$38.4M -494,086 -96%
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$1.68M +$80.1K +1,032 +5%
FAAS
343
First Allied Advisory Services
California
$1.68M +$46.2K +596 +3%
AA
344
ALPS Advisors
Colorado
$1.65M -$68.4K -882 -4%
MSAM
345
Moloney Securities Asset Management
Missouri
$1.61M -$143K -1,842 -8%
WDA
346
Wendell David Associates
New Hampshire
$1.6M – – –
BAM
347
Blueshift Asset Management
New Jersey
$1.6M +$1.6M +20,600 New
CBTWT
348
Community Bank & Trust (Waco, Texas)
Texas
$1.58M -$21.4K -276 -1%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$1.58M +$54.3K +700 +4%
FB
350
Fulton Bank
Pennsylvania
$1.58M -$20.5K -264 -1%
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