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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 %
APFBOT
401
Amica Pension Fund Board of Trustees
Rhode Island
$753K +$386K +5,562 +105%
FC
402
Forte Capital
New York
$736K -$36.9K -533 -5%
BAMF
403
BI Asset Management Fondsmaeglerselskab
Denmark
$729K +$729K +10,500 New
LIA
404
LS Investment Advisors
Michigan
$726K -$207K -2,980 -22%
CG
405
Colony Group
Massachusetts
$726K +$1.94K +28 +0.3%
Lido Advisors
406
Lido Advisors
California
$723K -$308K -4,439 -30%
FHB
407
First Hawaiian Bank
Hawaii
$722K -$33.8K -487 -4%
WIA
408
Wealthstreet Investment Advisors
Texas
$721K – – –
GWM
409
Geneos Wealth Management
Colorado
$719K -$17K -246 -2%
CP
410
Camelot Portfolios
Ohio
$710K +$37.2K +536 +6%
ST
411
Sabal Trust
Florida
$709K -$13.9K -200 -2%
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
$701K +$6.04K +87 +0.9%
SPC
413
Sigma Planning Corp
Michigan
$697K +$10.3K +149 +2%
BCB
414
Brian C. Broderick
$694K – – –
AAIM
415
American Assets Investment Management
California
$694K – – –
CPO
416
Cerity Partners OCIO
New York
$692K -$68.6K -988 -9%
LOAMS
417
Lombard Odier Asset Management (Switzerland)
Switzerland
$686K -$2.42M -34,890 -78%
MERSOM
418
Municipal Employees' Retirement System of Michigan
Michigan
$684K +$684K +9,860 New
WTB
419
Washington Trust Bank
Washington
$661K -$55.7K -802 -8%
PI
420
Putnam Investments
Massachusetts
$655K -$746K -10,767 -53%
Nomura Holdings
421
Nomura Holdings
Japan
$642K -$3.16M -45,487 -83%
Man Group
422
Man Group
United Kingdom
$633K – – –
ATC
423
Argent Trust Co
Tennessee
$630K +$41.1K +592 +7%
CIC
424
Carnegie Investment Counsel
Ohio
$624K -$85.3K -1,229 -12%
GAM
425
Griffin Asset Management
New York
$604K +$59.5K +857 +11%
15 16
17
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