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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 %
BC
476
Brinker Capital
Pennsylvania
$408K -$55.1K -794 -12%
WAM
477
Wealthspire Advisors (Maryland)
Maryland
$408K -$373K – –
KFA
478
Kelleher Financial Advisors
New York
$408K +$138 +2 +0%
HFS
479
HL Financial Services
Kentucky
$407K -$6.04K -87 -1%
WSCM
480
Wellington Shields Capital Management
New York
$396K – – –
IRF
481
IBM Retirement Fund
New York
$391K -$32.5K -469 -8%
PIA
482
Piedmont Investment Advisors
North Carolina
$388K +$119K +1,717 +44%
DWT
483
Dorsey & Whitney Trust
South Dakota
$386K -$33.8K -486 -8%
9WM
484
9258 Wealth Management
Ohio
$386K +$386K +5,564 New
IA
485
IFG Advisory
Georgia
$385K +$34.7K +500 +10%
HIC
486
Holderness Investments Company
North Carolina
$383K – – –
MAFM
487
Mid Atlantic Financial Management
Pennsylvania
$383K +$383K +5,518 New
AIM
488
Anchor Investment Management
South Carolina
$382K – – –
LPWM
489
Lake Point Wealth Management
Texas
$372K +$372K +5,361 New
FPS
490
Fieldpoint Private Securities
Connecticut
$370K – – –
EWA
491
ERTS Wealth Advisors
Michigan
$365K +$365K +5,260 New
ACS
492
Archford Capital Strategies
Illinois
$364K -$25.6K -369 -7%
TCM
493
Teza Capital Management
Illinois
$364K +$364K +5,250 New
RFC
494
Regions Financial Corp
Alabama
$357K -$29.4K -424 -8%
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$357K – – –
Teacher Retirement System of Texas
496
Teacher Retirement System of Texas
Texas
$353K -$2.69M -38,716 -88%
BG
497
Bahl & Gaynor
Ohio
$353K – – –
Jane Street
498
Jane Street
New York
$350K +$350K +5,041 New
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$347K -$8.88K -128 -2%
IEFM
500
IQ EQ Fund Management
Ireland
$347K +$347K +5,001 New
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