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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 %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$554K -$23.2K -284 -4%
ABC
477
Associated Banc-Corp
Wisconsin
$554K -$17K -209 -3%
ARMC
478
American Research & Management Company
Massachusetts
$550K – – –
FHB
479
First Hawaiian Bank
Hawaii
$545K -$77.8K -955 -12%
WRM
480
Weybosset Research & Management
Rhode Island
$542K – – –
DWT
481
Dorsey & Whitney Trust
South Dakota
$539K +$70.4K +863 +15%
CAG
482
Csenge Advisory Group
Florida
$527K +$163K +1,996 +45%
IRF
483
IBM Retirement Fund
New York
$513K +$47.1K +578 +10%
Qube Research & Technologies (QRT)
484
Qube Research & Technologies (QRT)
United Kingdom
$506K -$508K -6,236 -50%
SC
485
Scotia Capital
Ontario, Canada
$505K -$19.3K -236 -4%
CNBT
486
Canandaigua National Bank & Trust
New York
$501K -$5.3K -65 -1%
GBT
487
Grove Bank & Trust
Florida
$500K +$490 +6 +0.1%
JSL
488
JT Stratford LLC
Georgia
$493K +$152K +1,869 +45%
CC
489
ClearArc Capital
Ohio
$492K -$35.8K -439 -7%
PIA
490
Piedmont Investment Advisors
North Carolina
$490K -$17.5K -215 -3%
IA
491
IFG Advisory
Georgia
$486K -$12.4K -152 -2%
HAG
492
HighPoint Advisor Group
Illinois
$480K -$1.57M -18,969 -77%
CI
493
Conning Inc
Connecticut
$473K -$75K -920 -14%
WAM
494
Wealthspire Advisors (Maryland)
Maryland
$473K +$473K +5,800 New
PI
495
PEAK6 Investments
Illinois
$469K -$5.87K -72 -1%
PP
496
Paloma Partners
Connecticut
$460K +$214K +2,627 +87%
RFC
497
Regions Financial Corp
Alabama
$457K +$51.1K +627 +13%
MAFM
498
Mid Atlantic Financial Management
Pennsylvania
$456K -$3.83K -47 -0.8%
HIC
499
Holderness Investments Company
North Carolina
$454K – – –
AWA
500
ARS Wealth Advisors
Florida
$449K -$815 -10 -0.2%
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