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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 %
IA
501
IFG Advisory
Georgia
$474K +$43.9K +567 +10%
CAM
502
Cresset Asset Management
Illinois
$458K +$391K +5,041 +583%
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$457K -$408K – –
PI
504
PEAK6 Investments
Illinois
$452K -$37.9K -489 -8%
SXL
505
Summit X LLC
Missouri
$446K -$72.3K -934 -14%
DWT
506
Dorsey & Whitney Trust
South Dakota
$446K +$14.9K +192 +3%
IRF
507
IBM Retirement Fund
New York
$444K +$6.52K +84 +1%
NIT
508
NumerixS Investment Technologies
British Columbia, Canada
$440K +$440K +5,600 New
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$438K +$9.63K +124 +2%
HIC
510
Holderness Investments Company
North Carolina
$432K +$3.64K +47 +0.9%
Susquehanna International Group
511
Susquehanna International Group
Pennsylvania
$429K +$429K +5,532 New
AWA
512
ARS Wealth Advisors
Florida
$428K -$78.3K -1,010 -15%
AIM
513
Anchor Investment Management
South Carolina
$427K – – –
MMG
514
Monetary Management Group
Missouri
$425K -$77.6K -1,000 -15%
Rockefeller Capital Management
515
Rockefeller Capital Management
New York
$425K +$404K +5,209 +1,973%
CCIA
516
Campbell & Co Investment Adviser
Maryland
$425K +$425K +5,475 New
ACM
517
AlphaCrest Capital Management
New York
$425K +$425K +5,476 New
CCM
518
Cadence Capital Management
Massachusetts
$416K -$79K -1,018 -16%
PIA
519
Pinion Investment Advisors
Kansas
$408K -$63.8K -822 -14%
CAM
520
Columbia Asset Management
Michigan
$405K +$270K +4,665 +200%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$400K +$1.24K +16 +0.3%
FHC
522
First Heartland Consultants
Missouri
$398K +$152K +1,952 +62%
SFA
523
Sequoia Financial Advisors
Ohio
$398K +$398K +5,125 New
BAMF
524
BI Asset Management Fondsmaeglerselskab
Denmark
$396K -$419K -5,400 -51%
WSCM
525
Wellington Shields Capital Management
New York
$396K -$46.6K -600 -11%
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