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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 %
BMA
451
Brooks Moore & Associates
Tennessee
$687K -$1.01M -12,980 -59%
GAM
452
Griffin Asset Management
New York
$675K +$543 +7 +0.1%
Jane Street
453
Jane Street
New York
$669K +$277K +3,570 +71%
PAM
454
Panagora Asset Management
Massachusetts
$668K -$181K -2,334 -21%
SIAP
455
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$662K – – –
NIM
456
NuWave Investment Management
New Jersey
$641K +$264K +3,412 +70%
FMBTD
457
First Midwest Bank Trust Division
Illinois
$636K -$3.5K -45 -0.5%
CP
458
Camelot Portfolios
Ohio
$633K -$161K -2,073 -20%
SBIA
459
Sheaff Brock Investment Advisors
Indiana
$623K – – –
PWW
460
Pettyjohn Wood & White
Virginia
$611K -$5.28K -68 -0.9%
AAS
461
Avantax Advisory Services
Texas
$606K +$104K +1,342 +21%
SSA
462
Schonfeld Strategic Advisors
New York
$605K +$605K +7,800 New
ECM
463
Element Capital Management
New York
$602K -$4.4M -56,729 -88%
O
464
OppenheimerFunds
New York
$602K -$726K -9,350 -55%
AIA
465
Armor Investment Advisors
North Carolina
$599K – – –
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$596K +$19.5K +251 +3%
FHB
467
First Hawaiian Bank
Hawaii
$593K -$214K -2,758 -27%
AQA
468
Alpha Quant Advisors
Texas
$587K +$23.2K +299 +4%
GT
469
Greenleaf Trust
Michigan
$580K +$29.5K +381 +5%
HC
470
HNP Capital
New York
$577K +$38.8K +500 +7%
VRM
471
Vectors Research Management
New York
$577K +$75.5K +972 +15%
CFGS
472
Concourse Financial Group Securities
Alabama
$577K +$80.3K +1,037 +16%
QT
473
Quantbot Technologies
New York
$574K +$574K +7,404 New
WP
474
WealthPLAN Partners
Nebraska
$570K +$65.5K +832 +13%
BC
475
Brinker Capital
Pennsylvania
$570K +$114K +1,472 +25%
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