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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 %
WKWM
376
Walter & Keenan Wealth Management
Indiana
$1.33M -$799K -9,800 -38%
AAM
377
Advisors Asset Management
Colorado
$1.32M +$536K +6,570 +69%
CS
378
Comerica Securities
Michigan
$1.31M -$250K -3,061 -16%
UFG
379
United Fire Group
Iowa
$1.3M -$163K -2,000 -11%
BCB
380
Brian C. Broderick
$1.3M – – –
FVWA
381
Foster Victor Wealth Advisors
South Carolina
$1.3M +$258K +3,025 +25%
SS
382
Simplicity Solutions
Minnesota
$1.3M +$43.1K +529 +3%
IAA
383
Independent Advisor Alliance
North Carolina
$1.3M +$59.8K +733 +5%
ZB
384
Zions Bancorporation
Utah
$1.29M +$104K +1,277 +9%
HNB
385
Huntington National Bank
Ohio
$1.27M +$28.2K +346 +2%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M -$3.53M -43,350 -74%
Brown Advisory
387
Brown Advisory
Maryland
$1.24M +$52.2K +640 +4%
FWIA
388
Fort Washington Investment Advisors
Ohio
$1.23M – – –
CCG
389
Cypress Capital Group
Florida
$1.23M +$2.53K +31 +0.2%
CA
390
Cetera Advisors
Colorado
$1.22M +$1.22M +14,969 New
BOH
391
Bank of Hawaii
Hawaii
$1.22M -$102K -1,252 -8%
ASN
392
Advisory Services Network
Georgia
$1.21M +$185K +2,272 +18%
Lido Advisors
393
Lido Advisors
California
$1.21M -$1.55K -19 -0.1%
OIA
394
OneDigital Investment Advisors
Kansas
$1.2M +$1.12M +13,708 +1,426%
Man Group
395
Man Group
United Kingdom
$1.18M -$1.04M -12,796 -47%
MME
396
Meag Munich Ergo
Germany
$1.17M – – –
TCM
397
Telos Capital Management
California
$1.16M -$22.7K -278 -2%
BF
398
BOK Financial
Oklahoma
$1.13M -$41.4K -507 -4%
AI
399
Atom Investors
Texas
$1.13M +$878K +10,767 +345%
SBA
400
Secrest Blakey & Associates
North Carolina
$1.13M +$24.3K +298 +2%
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