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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 %
AWM
351
AE Wealth Management
Kansas
$1.58M +$373K +4,582 +31%
CWG
352
Cornerstone Wealth Group
North Carolina
$1.56M +$1.56M +19,188 New
BA
353
Bard Associates
Illinois
$1.54M -$41.6K -510 -3%
KRS
354
Kentucky Retirement Systems
Kentucky
$1.54M +$160K +1,966 +12%
OI
355
Oakbrook Investments
Illinois
$1.49M +$73.4K +900 +5%
O
356
Ossiam
France
$1.49M +$433K +5,313 +41%
ANI
357
American National Insurance
Texas
$1.48M – – –
ISL
358
Ingalls & Snyder LLC
New York
$1.46M +$40.8K +500 +3%
PFC
359
Phocas Financial Corp
California
$1.45M -$168K -2,066 -10%
EVM
360
Eaton Vance Management
Massachusetts
$1.45M -$134K -1,638 -8%
RFN
361
RDA Financial Network
Iowa
$1.45M +$23K +270 +2%
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$1.45M -$318K -3,902 -18%
LCM
363
Liberty Capital Management
Michigan
$1.44M +$28.3K +347 +2%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M -$8.89K -109 -0.6%
KMWM
365
Keudell/Morrison Wealth Management
Oregon
$1.43M -$55.1K -631 -4%
ECM
366
Element Capital Management
New York
$1.42M +$782K +9,591 +124%
IC
367
Intersect Capital
California
$1.4M +$1.4M +17,202 New
SPIA
368
Steward Partners Investment Advisory
New York
$1.39M +$6.44K +79 +0.5%
CL
369
CSS LLC
Illinois
$1.39M +$32.6K +400 +2%
LWAC
370
Laurel Wealth Advisors (California)
California
$1.38M -$82 -1 -0%
PAS
371
Park Avenue Securities
New York
$1.36M -$57K -699 -4%
FBT
372
First Bank & Trust
South Dakota
$1.35M +$14.4K +176 +1%
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$1.35M +$57.1K +700 +4%
ED
374
Exane Derivatives
France
$1.33M +$119K +1,456 +10%
VF
375
Virtu Financial
New York
$1.33M -$1.11M -13,615 -46%
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