WELL icon

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 %
WTC
376
WhitTier Trust Company
Nevada
$896K -$55.9K -805 -6%
BF
377
BOK Financial
Oklahoma
$894K -$40.8K -588 -4%
OWA
378
Outlook Wealth Advisors
Texas
$893K +$893K +1,287 New
CS
379
Comerica Securities
Michigan
$881K +$524K +7,550 +147%
MOS
380
MGO One Seven
Ohio
$874K -$43.3K -624 -5%
ED
381
Exane Derivatives
France
$855K -$48.6K -700 -5%
WT
382
Whittier Trust
California
$852K +$73K +1,052 +9%
ECM
383
Everence Capital Management
Indiana
$847K – – –
RA
384
RFG Advisory
Alabama
$846K +$846K +12,183 New
AMI
385
Amica Mutual Insurance
Rhode Island
$842K +$434K +6,246 +106%
Mariner
386
Mariner
Kansas
$841K -$37.2K -536 -4%
QIM
387
Quantitative Investment Management
Virginia
$832K -$1.79M -25,800 -68%
AA
388
AlphaMark Advisors
Kentucky
$822K -$22.4K -322 -3%
FVWA
389
Foster Victor Wealth Advisors
South Carolina
$822K +$822K +11,849 New
VCA
390
Verdence Capital Advisors
Maryland
$817K -$15.4K -222 -2%
GBA
391
Garrison Bradford & Associates
New York
$816K -$104K -1,500 -11%
WI
392
WrapManager Inc
California
$808K -$4.37K -63 -0.5%
HIM
393
Hotaling Investment Management
Pennsylvania
$787K +$787K +11,334 New
AP
394
Advisor Partners
California
$782K +$114K +1,642 +17%
EWA
395
EP Wealth Advisors
California
$780K -$25.4K -366 -3%
FCI
396
Financial Counselors Inc
Kansas
$777K -$36.1K -520 -4%
CI
397
Cigna Investments
Connecticut
$766K +$7.64K +110 +1%
CAN
398
Cetera Advisor Networks
California
$760K -$463K -6,662 -38%
PAM
399
Panagora Asset Management
Massachusetts
$759K – – –
SSWM
400
Sheets Smith Wealth Management
North Carolina
$753K +$5.97K +86 +0.8%
14 15
16
17 18