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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 %
RFN
376
RDA Financial Network
Iowa
$1.28M +$1.28M +16,727 New
FBT
377
First Bank & Trust
South Dakota
$1.28M -$22.4K -288 -2%
BOH
378
Bank of Hawaii
Hawaii
$1.26M -$3.73K -48 -0.3%
LM
379
Lincluden Management
Ontario, Canada
$1.26M -$1.4M -18,015 -53%
BCB
380
Brian C. Broderick
$1.24M +$466K +6,000 +60%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$1.23M – – –
SS
382
Simplicity Solutions
Minnesota
$1.2M -$347K -4,473 -22%
HNB
383
Huntington National Bank
Ohio
$1.18M +$26.3K +339 +2%
Wealth Enhancement Advisory Services
384
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$1.18M +16,214 New
IAA
385
Independent Advisor Alliance
North Carolina
$1.18M -$112K -1,443 -9%
Balyasny Asset Management
386
Balyasny Asset Management
Illinois
$1.18M +$1.18M +15,157 New
FWIA
387
Fort Washington Investment Advisors
Ohio
$1.17M +$163K +2,100 +16%
HAG
388
HighPoint Advisor Group
Illinois
$1.17M +$25.4K +538 +2%
CCG
389
Cypress Capital Group
Florida
$1.17M +$1.17M +15,029 New
Lido Advisors
390
Lido Advisors
California
$1.15M +$342K +4,405 +42%
ED
391
Exane Derivatives
France
$1.15M +$194K +2,495 +20%
AWM
392
AE Wealth Management
Kansas
$1.15M -$287K -3,702 -20%
SWP
393
Stratos Wealth Partners
Ohio
$1.15M -$28.6K -369 -2%
BWM
394
Bernicke Wealth Management
Wisconsin
$1.14M +$36.8K +474 +3%
Verition Fund Management
395
Verition Fund Management
Connecticut
$1.14M +$1.14M +14,643 New
Brown Advisory
396
Brown Advisory
Maryland
$1.13M -$432K -5,574 -28%
GCP
397
GSA Capital Partners
United Kingdom
$1.13M +$892K +11,504 +375%
ZB
398
Zions Bancorporation
Utah
$1.13M -$14.7K -189 -1%
TCM
399
Telos Capital Management
California
$1.13M -$1.03M -13,321 -48%
MME
400
Meag Munich Ergo
Germany
$1.12M -$56.2K -716 -5%
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