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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 %
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$689K +$62.3K +763 +10%
EWM
452
Evercore Wealth Management
New York
$682K +$287K +3,522 +73%
FCI
453
Financial Counselors Inc
Kansas
$676K -$76.7K -940 -10%
WorldQuant Millennium Advisors
454
WorldQuant Millennium Advisors
New York
$668K +$134K +1,639 +25%
FMBTD
455
First Midwest Bank Trust Division
Illinois
$667K -$1.06K -13 -0.2%
HI
456
Horizon Investments
North Carolina
$660K +$660K +8,101 New
SBIA
457
Sheaff Brock Investment Advisors
Indiana
$659K +$4.89K +60 +0.7%
CP
458
Camelot Portfolios
Ohio
$658K -$7.09K -87 -1%
SIAP
459
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$642K -$53K -650 -8%
PWW
460
Pettyjohn Wood & White
Virginia
$642K – – –
SP
461
Symmetry Partners
Connecticut
$640K -$100K -1,232 -14%
NIM
462
Northeast Investment Management
Massachusetts
$637K +$362K +4,444 +132%
PAMG
463
Patton Albertson Miller Group
Tennessee
$637K +$637K +7,215 New
GT
464
Greenleaf Trust
Michigan
$628K +$17.9K +219 +3%
NA
465
NewEdge Advisors
Louisiana
$623K +$112K +1,372 +22%
CFGS
466
Concourse Financial Group Securities
Alabama
$618K +$10.4K +128 +2%
AIA
467
Armor Investment Advisors
North Carolina
$617K -$12.2K -150 -2%
CIAS
468
Capital Investment Advisory Services
North Carolina
$617K +$28.6K +344 +5%
IEFM
469
IQ EQ Fund Management
Ireland
$600K +$600K +7,365 New
AIP
470
Ameritas Investment Partners
Nebraska
$597K +$21.2K +260 +4%
HH
471
Hilltop Holdings
Texas
$582K -$978 -12 -0.2%
IWM
472
IHT Wealth Management
Illinois
$568K +$46.3K +561 +9%
LNB
473
Ledyard National Bank
$558K -$31.1K -381 -5%
AMI
474
Amica Mutual Insurance
Rhode Island
$557K – – –
FRM
475
Fox Run Management
Connecticut
$556K +$341K +4,180 +158%
17 18
19
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