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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 %
VSWA
426
Vontobel Swiss Wealth Advisors
Switzerland
$599K -$68.7K -990 -10%
CIBC World Market
427
CIBC World Market
Ontario, Canada
$598K -$1.02M -14,632 -63%
SIAP
428
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$591K -$56.2K -810 -9%
RMCM
429
Reynders McVeigh Capital Management
Massachusetts
$573K +$26K +375 +5%
FMBTD
430
First Midwest Bank Trust Division
Illinois
$572K -$6.95K -100 -1%
MCM
431
Maple Capital Management
Vermont
$566K -$103K -1,490 -15%
SBIA
432
Sheaff Brock Investment Advisors
Indiana
$557K +$34.7K +500 +7%
PWW
433
Pettyjohn Wood & White
Virginia
$551K – – –
AIM
434
Axiom Investment Management
New York
$539K +$539K +7,771 New
AIA
435
Armor Investment Advisors
North Carolina
$536K – – –
BUB
436
BBVA USA Bancshares
Texas
$535K -$124K -1,786 -19%
DWM
437
Doyle Wealth Management
Florida
$532K -$1.39K -20 -0.3%
HH
438
Hilltop Holdings
Texas
$530K -$153K -2,196 -22%
APC
439
Aspire Private Capital
North Carolina
$530K +$530K +7,641 New
EAM
440
Eventide Asset Management
Massachusetts
$521K -$597K -8,600 -53%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$516K +$28K +403 +6%
Walleye Trading
442
Walleye Trading
New York
$508K +$508K +7,315 New
APA
443
American Portfolios Advisors
New York
$507K +$37.6K +541 +8%
CIAS
444
Capital Investment Advisory Services
North Carolina
$504K -$2.78K -40 -0.5%
AQA
445
Alpha Quant Advisors
Texas
$504K +$504K +7,265 New
MHI
446
Miller Howard Investments
New York
$502K -$110K -1,583 -18%
WP
447
WealthPLAN Partners
Nebraska
$498K +$6.6K +85 +1%
Cerity Partners
448
Cerity Partners
New York
$496K +$59.8K +861 +14%
BCM
449
BTR Capital Management
California
$495K -$34.7K -500 -7%
GT
450
Greenleaf Trust
Michigan
$493K +$22.4K +322 +5%
16 17
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