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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 %
PI
501
PineBridge Investments
New York
$346K – – –
KFS
502
Kurt F. Somerville
$343K +$19.1K +275 +6%
NIM
503
NuWave Investment Management
New Jersey
$337K +$335K +4,831 +17,254%
NL
504
NWAM LLC
Washington
$336K – – –
SWM
505
SeaCrest Wealth Management
New York
$331K +$33.6K +483 +11%
SMC
506
Smith, Moore & Co
Missouri
$329K -$6.25K -90 -2%
CHA
507
Carmichael Hill & Associates
Maryland
$327K – – –
DBRC
508
D.B. Root & Company
Pennsylvania
$327K – – –
LAIC
509
Lederer & Associates Investment Counsel
California
$325K -$3.13K -45 -1%
BFC
510
Blue Fin Capital
Rhode Island
$323K -$16.1K -232 -5%
EWM
511
Evercore Wealth Management
New York
$323K +$102K +1,475 +46%
HIS
512
Harvest Investment Services
Illinois
$321K +$321K +4,231 New
MYLI
513
Meiji Yasuda Life Insurance
Japan
$318K -$449K -6,460 -59%
CNBT
514
Canandaigua National Bank & Trust
New York
$317K -$105K -1,510 -25%
Parallax Volatility Advisers
515
Parallax Volatility Advisers
California
$313K +$313K +4,507 New
CMBA
516
C.M. Bidwell & Associates
Hawaii
$312K -$4.17K -60 -1%
SVWA
517
Sound View Wealth Advisors
Georgia
$309K +$309K +4,457 New
BRWA
518
B. Riley Wealth Advisors
Florida
$307K -$67.6K -966 -18%
ACM
519
Allred Capital Management
Texas
$307K +$307K +4,427 New
ACG
520
Allen Capital Group
Nebraska
$306K – – –
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$305K -$85.5K -1,231 -22%
CG
522
Cutler Group
California
$302K +$298K +4,305 +7,553%
B
523
Bailard
California
$298K – – –
IHL
524
Investment House LLC
California
$295K -$10.4K -150 -3%
MC
525
Moors & Cabot
Massachusetts
$293K -$6.71K -96 -2%
19 20
21
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