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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 %
BF
401
BOK Financial
Oklahoma
$1.12M +$117K +1,508 +12%
CIC
402
Cornercap Investment Counsel
Georgia
$1.08M +$25K +322 +2%
Marshall Wace
403
Marshall Wace
United Kingdom
$1.06M +$1.06M +13,629 New
SBA
404
Secrest Blakey & Associates
North Carolina
$1.05M -$41.6K -536 -4%
JIC
405
Joel Isaacson & Co
New York
$1.05M -$85.7K -1,105 -8%
MYLI
406
Meiji Yasuda Life Insurance
Japan
$1.02M +$659K +8,495 +185%
Millennium Management
407
Millennium Management
New York
$1.01M +$1.01M +13,071 New
CG
408
Colony Group
Massachusetts
$1.01M +$198K +2,547 +24%
O
409
Ossiam
France
$1.01M +$1.01M +13,001 New
WTC
410
WhitTier Trust Company
Nevada
$994K -$7.76K -100 -0.8%
TRCT
411
Tower Research Capital (TRC)
New York
$986K -$296K -3,817 -23%
WGA
412
Weather Gauge Advisory
Virginia
$984K +$984K +12,675 New
ASN
413
Advisory Services Network
Georgia
$977K -$208K -2,679 -18%
Qube Research & Technologies (QRT)
414
Qube Research & Technologies (QRT)
United Kingdom
$966K +$966K +12,445 New
AA
415
AlphaMark Advisors
Kentucky
$964K +$45K +580 +5%
FVWA
416
Foster Victor Wealth Advisors
South Carolina
$950K +$30.8K +397 +3%
TCM
417
Teza Capital Management
Illinois
$944K +$537K +6,913 +132%
CAN
418
Cetera Advisor Networks
California
$939K +$86.4K +1,109 +10%
DP
419
Dearborn Partners
Illinois
$934K -$149K -1,919 -14%
VCA
420
Verdence Capital Advisors
Maryland
$930K +$17.2K +222 +2%
CSS
421
Cubist Systematic Strategies
Connecticut
$928K +$928K +11,955 New
AP
422
Advisor Partners
California
$923K +$49.2K +634 +6%
HIM
423
Hotaling Investment Management
Pennsylvania
$909K +$29.9K +385 +3%
WI
424
WrapManager Inc
California
$891K -$12.5K -161 -1%
WT
425
Whittier Trust
California
$868K -$84K -1,083 -9%
15 16
17
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