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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 %
APC
476
Aspire Private Capital
North Carolina
$568K -$24.8K -320 -4%
LNB
477
Ledyard National Bank
$561K -$5.78M -74,411 -91%
HH
478
Hilltop Holdings
Texas
$555K -$37.2K -480 -6%
MWNA
479
Marshall Wace North America
New York
$552K +$552K +7,123 New
CIAS
480
Capital Investment Advisory Services
North Carolina
$550K -$13.4K -172 -2%
AIP
481
Ameritas Investment Partners
Nebraska
$549K – – –
PFBT
482
Parkside Financial Bank & Trust
Missouri
$548K +$8.14K +105 +2%
ABC
483
Associated Banc-Corp
Wisconsin
$544K +$32.5K +418 +6%
BUB
484
BBVA USA Bancshares
Texas
$534K -$64.4K -829 -11%
MC
485
Machina Capital
France
$533K +$533K +6,865 New
AMI
486
Amica Mutual Insurance
Rhode Island
$531K -$411K -5,291 -44%
ARMC
487
American Research & Management Company
Massachusetts
$523K – – –
CI
488
Conning Inc
Connecticut
$521K +$8.53K +110 +2%
WRM
489
Weybosset Research & Management
Rhode Island
$516K – – –
WorldQuant Millennium Advisors
490
WorldQuant Millennium Advisors
New York
$509K +$509K +6,557 New
CC
491
ClearArc Capital
Ohio
$503K +$2.33K +30 +0.5%
SC
492
Scotia Capital
Ontario, Canada
$498K +$498K +6,423 New
IWM
493
IHT Wealth Management
Illinois
$491K +$491K +6,327 New
NA
494
NewEdge Advisors
Louisiana
$487K +$1.55K +20 +0.3%
HFS
495
HL Financial Services
Kentucky
$487K +$32K +413 +7%
Cerity Partners
496
Cerity Partners
New York
$486K -$68.4K -882 -12%
PIA
497
Piedmont Investment Advisors
North Carolina
$483K +$49.9K +643 +12%
CNBT
498
Canandaigua National Bank & Trust
New York
$482K +$127K +1,640 +36%
EMG
499
Ellington Management Group
Connecticut
$481K +$481K +6,200 New
GBT
500
Grove Bank & Trust
Florida
$475K +$1.63K +21 +0.3%
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