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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 %
TPA
351
Trivium Point Advisory
Connecticut
$1.56M -$574K -7,401 -27%
PFC
352
Phocas Financial Corp
California
$1.54M -$460K -5,931 -23%
AWM
353
Aevitas Wealth Management
Massachusetts
$1.54M -$37.2K -480 -2%
MNBTD
354
Moody National Bank Trust Division
Texas
$1.52M -$3.03K -39 -0.2%
EVM
355
Eaton Vance Management
Massachusetts
$1.51M -$316K -4,073 -17%
BA
356
Bard Associates
Illinois
$1.51M -$19.5K -252 -1%
CS
357
Comerica Securities
Michigan
$1.48M +$498K +6,416 +51%
UFF
358
USA Financial Formulas
Michigan
$1.47M +$1.47M +18,963 New
Mariner
359
Mariner
Kansas
$1.42M +$480K +6,190 +51%
ANI
360
American National Insurance
Texas
$1.41M – – –
SLF
361
Sun Life Financial
Ontario, Canada
$1.4M -$801K -10,320 -36%
UFG
362
United Fire Group
Iowa
$1.4M +$1.2M +15,500 +620%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M -$784K -10,112 -36%
OI
364
Oakbrook Investments
Illinois
$1.35M +$23.3K +300 +2%
HPC
365
Hobart Private Capital
North Carolina
$1.35M -$31.6K -407 -2%
ISL
366
Ingalls & Snyder LLC
New York
$1.35M -$3.18K -41 -0.2%
LCM
367
Liberty Capital Management
Michigan
$1.35M – – –
IC
368
Intersect Capital
California
$1.34M -$1.2M – –
PAS
369
Park Avenue Securities
New York
$1.34M +$79.6K +1,033 +6%
KMWM
370
Keudell/Morrison Wealth Management
Oregon
$1.32M +$1.32M +16,964 New
SPIA
371
Steward Partners Investment Advisory
New York
$1.32M -$63.9K -824 -5%
BO
372
BRR OpCo
Ohio
$1.31M +$1.31M +16,924 New
LWAC
373
Laurel Wealth Advisors (California)
California
$1.31M -$11.8K -152 -0.9%
KRS
374
Kentucky Retirement Systems
Kentucky
$1.31M +$42.8K +552 +3%
CL
375
CSS LLC
Illinois
$1.29M +$1.29M +16,599 New
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