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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 %
GWM
426
Geneos Wealth Management
Colorado
$846K +$21.3K +261 +3%
SFG
427
Summit Financial Group
West Virginia
$845K -$22.6K -277 -3%
SPC
428
Sigma Planning Corp
Michigan
$841K +$5.79K +71 +0.7%
APP
429
Avantax Planning Partners
Iowa
$826K -$8.7K -102 -1%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$816K – – –
AAIM
431
American Assets Investment Management
California
$815K – – –
BI
432
Bramshill Investments
Florida
$813K +$813K +9,972 New
LIA
433
LS Investment Advisors
Michigan
$804K +$26.5K +325 +3%
LFAS
434
Level Four Advisory Services
Texas
$797K +$58.3K +715 +8%
WIA
435
Wealthstreet Investment Advisors
Texas
$791K +$12.2K +150 +2%
VCA
436
Verdence Capital Advisors
Maryland
$763K -$214K -2,629 -22%
ST
437
Sabal Trust
Florida
$742K -$22.4K -275 -3%
GAM
438
Griffin Asset Management
New York
$741K +$31.1K +381 +4%
ECM
439
Everence Capital Management
Indiana
$734K – – –
RMCM
440
Reynders McVeigh Capital Management
Massachusetts
$732K -$32.6K -400 -4%
AAS
441
Avantax Advisory Services
Texas
$731K +$94K +1,152 +15%
VRM
442
Vectors Research Management
New York
$723K +$117K +1,433 +19%
HC
443
HNP Capital
New York
$723K +$117K +1,433 +19%
BMA
444
Brooks Moore & Associates
Tennessee
$722K – – –
ATC
445
Argent Trust Co
Tennessee
$718K -$33.9K -416 -5%
BC
446
Brinker Capital
Pennsylvania
$704K +$105K +1,291 +18%
PAM
447
Panagora Asset Management
Massachusetts
$699K -$2.36K -29 -0.3%
PI
448
Putnam Investments
Massachusetts
$698K -$40.9K -502 -6%
CIC
449
Carnegie Investment Counsel
Ohio
$698K -$40.7K -500 -6%
SLF
450
Sun Life Financial
Ontario, Canada
$697K -$775K -9,502 -53%
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