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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 %
O
351
OppenheimerFunds
New York
$1.19M +$276K +3,974 +30%
LWAC
352
Laurel Wealth Advisors (California)
California
$1.18M -$37.5K -540 -3%
PAS
353
Park Avenue Securities
New York
$1.17M +$189K +2,644 +19%
FBT
354
First Bank & Trust
South Dakota
$1.16M -$15K -216 -1%
IAA
355
Independent Advisor Alliance
North Carolina
$1.15M +$78.6K +1,133 +7%
TRCT
356
Tower Research Capital (TRC)
New York
$1.15M +$1.08M +15,587 +1,648%
KRS
357
Kentucky Retirement Systems
Kentucky
$1.13M +$34.5K +497 +3%
BOH
358
Bank of Hawaii
Hawaii
$1.13M -$105K -1,513 -9%
EOJOAM
359
E. Ohman J:or Asset Management
Sweden
$1.1M -$69.4K -1,000 -6%
FA
360
FDx Advisors
Illinois
$1.09M -$2.66M -38,277 -71%
ASN
361
Advisory Services Network
Georgia
$1.06M +$14.4K +207 +1%
SWP
362
Stratos Wealth Partners
Ohio
$1.05M -$595K -8,574 -36%
JIC
363
Joel Isaacson & Co
New York
$1.04M +$1.04M +14,610 New
MME
364
Meag Munich Ergo
Germany
$1.04M – – –
HNB
365
Huntington National Bank
Ohio
$1.03M -$38.6K -556 -4%
ZB
366
Zions Bancorporation
Utah
$1.02M +$52.7K +760 +5%
DADC
367
D.A. Davidson & Co
Montana
$1.02M -$1.45M -20,904 -59%
Simplex Trading
368
Simplex Trading
Illinois
$1.01M +$978K +14,100 +2,809%
BWM
369
Bernicke Wealth Management
Wisconsin
$987K +$44.8K +646 +5%
AI
370
Atria Investments
North Carolina
$985K -$151K -2,174 -13%
SBA
371
Secrest Blakey & Associates
North Carolina
$978K +$25.5K +367 +3%
DP
372
Dearborn Partners
Illinois
$969K -$27.8K -401 -3%
CIC
373
Cornercap Investment Counsel
Georgia
$939K +$939K +13,535 New
CA
374
Cetera Advisors
Colorado
$936K +$55.7K +799 +6%
FWIA
375
Fort Washington Investment Advisors
Ohio
$904K +$132K +1,900 +17%
13 14
15
16 17