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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 %
CI
426
Cigna Investments
Connecticut
$859K +$3.1K +40 +0.4%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$852K +$852K +10,970 New
SSWM
428
Sheets Smith Wealth Management
North Carolina
$848K +$6.36K +82 +0.8%
SFG
429
Summit Financial Group
West Virginia
$825K +$566K +7,301 +219%
GBA
430
Garrison Bradford & Associates
New York
$811K -$101K -1,300 -11%
LOAMS
431
Lombard Odier Asset Management (Switzerland)
Switzerland
$800K +$32.7K +422 +4%
SPC
432
Sigma Planning Corp
Michigan
$795K +$15.3K +197 +2%
AAIM
433
American Assets Investment Management
California
$786K – – –
GWM
434
Geneos Wealth Management
Colorado
$785K -$19.5K -252 -2%
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$777K -$6.75K -87 -0.9%
APP
436
Avantax Planning Partners
Iowa
$759K +$759K +9,786 New
CMBA
437
C.M. Bidwell & Associates
Hawaii
$753K +$404K +5,215 +116%
AAM
438
Advisors Asset Management
Colorado
$744K +$522K +6,723 +235%
WIA
439
Wealthstreet Investment Advisors
Texas
$741K – – –
LIA
440
LS Investment Advisors
Michigan
$740K -$72K -927 -9%
RMCM
441
Reynders McVeigh Capital Management
Massachusetts
$728K +$88K +1,134 +14%
ST
442
Sabal Trust
Florida
$727K -$64.7K -835 -8%
APA
443
American Portfolios Advisors
New York
$724K +$157K +2,025 +28%
FCI
444
Financial Counselors Inc
Kansas
$716K -$152K -1,959 -18%
ATC
445
Argent Trust Co
Tennessee
$716K +$11.9K +153 +2%
SP
446
Symmetry Partners
Connecticut
$705K +$705K +9,086 New
CIC
447
Carnegie Investment Counsel
Ohio
$704K +$5.98K +77 +0.9%
PI
448
Putnam Investments
Massachusetts
$703K -$30.1K -388 -4%
LFAS
449
Level Four Advisory Services
Texas
$703K +$227K +2,930 +48%
ECM
450
Everence Capital Management
Indiana
$698K -$248K -3,200 -26%
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