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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 %
PSF
401
Pacific Sun Financial
California
$1.1M +$1.1M +13,547 New
Jane Street
402
Jane Street
New York
$1.09M +$391K +4,791 +56%
TCM
403
Tuttle Capital Management
Connecticut
$1.07M -$1.89M -23,234 -64%
CAN
404
Cetera Advisor Networks
California
$1.07M +$93.1K +1,148 +10%
WTC
405
WhitTier Trust Company
Nevada
$1.04M – – –
ACM
406
Alethea Capital Management
Washington
$1.03M +$1.03M +12,678 New
DP
407
Dearborn Partners
Illinois
$1.02M +$33.3K +408 +3%
AA
408
AlphaMark Advisors
Kentucky
$1.01M – – –
WGA
409
Weather Gauge Advisory
Virginia
$1.01M -$22.5K -276 -2%
HPC
410
Hobart Private Capital
North Carolina
$987K -$431K -5,289 -30%
BWM
411
Bernicke Wealth Management
Wisconsin
$978K -$219K -2,692 -18%
SWP
412
Stratos Wealth Partners
Ohio
$976K -$227K -2,788 -19%
AP
413
Advisor Partners
California
$971K +$1.47K +18 +0.2%
HIM
414
Hotaling Investment Management
Pennsylvania
$956K +$734 +9 +0.1%
CI
415
Cigna Investments
Connecticut
$926K +$6.15K +74 +0.7%
CG
416
Colony Group
Massachusetts
$916K -$144K -1,770 -14%
WT
417
Whittier Trust
California
$913K – – –
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$913K +$18.3K +224 +2%
WI
419
WrapManager Inc
California
$911K -$25K -306 -3%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$893K +$1.31K +16 +0.1%
APA
421
American Portfolios Advisors
New York
$880K +$119K +1,464 +16%
FC
422
Forte Capital
New York
$872K +$872K +10,694 New
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
$871K +$420K +5,157 +93%
EWA
424
EP Wealth Advisors
California
$867K +$867K +10,633 New
GBA
425
Garrison Bradford & Associates
New York
$852K – – –
15 16
17
18 19