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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 %
AC
326
Allstate Corporation
Illinois
$1.99M +$1.99M +24,440 New
ECM
327
ETrade Capital Management
Virginia
$1.98M -$134K -1,646 -6%
PS
328
Pensionfund Sabic
Netherlands
$1.98M – – –
UFF
329
USA Financial Formulas
Michigan
$1.96M +$488K +6,292 +33%
MOS
330
MGO One Seven
Ohio
$1.93M +$46.9K +575 +2%
MYLI
331
Meiji Yasuda Life Insurance
Japan
$1.89M +$819K +10,046 +77%
ST
332
Spinnaker Trust
Maine
$1.86M +$3.67K +45 +0.2%
CIA
333
Cascade Investment Advisors
Oregon
$1.84M +$4.89K +60 +0.3%
Assenagon Asset Management
334
Assenagon Asset Management
Luxembourg
$1.83M +$1.83M +22,500 New
AWM
335
Aevitas Wealth Management
Massachusetts
$1.73M +$106K +1,304 +7%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$1.72M -$8.47K -100 -0.5%
MAS
337
Madden Advisory Services
Florida
$1.71M -$266K -3,265 -13%
FB
338
Fulton Bank
Pennsylvania
$1.71M +$54.6K +670 +3%
MSAM
339
Moloney Securities Asset Management
Missouri
$1.71M +$20.5K +251 +1%
WDA
340
Wendell David Associates
New Hampshire
$1.68M – – –
TPA
341
Trivium Point Advisory
Connecticut
$1.67M +$32.2K +395 +2%
D.E. Shaw & Co
342
D.E. Shaw & Co
New York
$1.66M -$115K -1,412 -6%
Mariner
343
Mariner
Kansas
$1.66M +$165K +2,026 +11%
BAM
344
Blueshift Asset Management
New Jersey
$1.65M -$32.2K -395 -2%
AA
345
ALPS Advisors
Colorado
$1.63M -$100K -1,232 -6%
CBTWT
346
Community Bank & Trust (Waco, Texas)
Texas
$1.62M -$40K -490 -2%
SFA
347
Semmax Financial Advisors
North Carolina
$1.61M -$1.92M – –
NAM
348
NTV Asset Management
West Virginia
$1.6M -$3.65M -44,756 -69%
MNBTD
349
Moody National Bank Trust Division
Texas
$1.6M – – –
FAAS
350
First Allied Advisory Services
California
$1.58M -$184K -2,258 -10%
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14
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