WELL icon

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 %
CC
451
Cipher Capital
New York
$493K +$205K +2,951 +71%
AIP
452
Ameritas Investment Partners
Nebraska
$490K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$483K -$13.3K -192 -3%
HC
454
HNP Capital
New York
$481K +$481K +6,933 New
Two Sigma Investments
455
Two Sigma Investments
New York
$475K +$475K +6,845 New
SXL
456
Summit X LLC
Missouri
$468K -$181K -2,583 -28%
ARMC
457
American Research & Management Company
Massachusetts
$468K -$69.4K -1,000 -13%
WRM
458
Weybosset Research & Management
Rhode Island
$462K +$201K +2,900 +77%
CI
459
Conning Inc
Connecticut
$459K -$56.9K -820 -11%
ABC
460
Associated Banc-Corp
Wisconsin
$457K +$18.6K +268 +4%
AWA
461
ARS Wealth Advisors
Florida
$453K -$11K -159 -2%
AAS
462
Avantax Advisory Services
Texas
$451K +$451K +6,469 New
MMG
463
Monetary Management Group
Missouri
$449K -$34.7K -500 -7%
VRM
464
Vectors Research Management
New York
$448K +$67K +966 +18%
CC
465
ClearArc Capital
Ohio
$447K -$219K -3,151 -33%
CFGS
466
Concourse Financial Group Securities
Alabama
$445K +$220K +3,169 +98%
CCM
467
Cadence Capital Management
Massachusetts
$443K -$1.17M -16,847 -73%
BAS
468
Brown Advisory Securities
Maryland
$439K +$99K +1,464 +29%
PI
469
PEAK6 Investments
Illinois
$438K +$280K +4,036 +177%
LC
470
Lourd Capital
California
$437K +$12.6K +181 +3%
GWMIA
471
Global Wealth Management Investment Advisory
Florida
$432K +$432K +6,225 New
CPIA
472
Cornell Pochily Investment Advisors
New York
$426K +$48.3K +696 +13%
LFAS
473
Level Four Advisory Services
Texas
$425K +$15.7K +226 +4%
GBT
474
Grove Bank & Trust
Florida
$423K -$24.3K -350 -5%
PIA
475
Pinion Investment Advisors
Kansas
$422K -$137K -1,970 -24%
17 18
19
20 21