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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 %
AIM
501
Anchor Investment Management
South Carolina
$448K – – –
MMG
502
Monetary Management Group
Missouri
$446K – – –
SXL
503
Summit X LLC
Missouri
$444K -$27.9K -340 -6%
9WM
504
9258 Wealth Management
Ohio
$442K +$442K +5,425 New
MC
505
Moors & Cabot
Massachusetts
$440K +$81.8K +1,004 +23%
MERSOM
506
Municipal Employees' Retirement System of Michigan
Michigan
$436K +$21.2K +260 +5%
WAP
507
Wealthcare Advisory Partners
Pennsylvania
$436K +$28K +344 +7%
CMBA
508
C.M. Bidwell & Associates
Hawaii
$428K -$364K -4,460 -46%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$422K +$1.63K +20 +0.4%
ACS
510
Archford Capital Strategies
Illinois
$421K +$6.52K +80 +2%
Los Angeles Capital Management
511
Los Angeles Capital Management
California
$420K +$190K +2,329 +83%
WSCM
512
Wellington Shields Capital Management
New York
$416K – – –
FQ
513
First Quadrant
California
$414K – – –
SMC
514
Smith, Moore & Co
Missouri
$414K +$34K +417 +9%
KFS
515
Kurt F. Somerville
$408K +$3.68K +45 +0.9%
OWA
516
Outlook Wealth Advisors
Texas
$404K +$19.3K +237 +5%
APC
517
Aspire Private Capital
North Carolina
$400K -$196K -2,411 -33%
VIA
518
Vident Investment Advisory
Georgia
$395K -$1.78M -21,775 -82%
DC
519
Davenport & Co
Virginia
$395K -$3.35K -41 -0.8%
SWM
520
SeaCrest Wealth Management
New York
$394K -$1.47K -18 -0.4%
PIA
521
Pinion Investment Advisors
Kansas
$392K -$36.6K -449 -9%
FPS
522
Fieldpoint Private Securities
Connecticut
$390K +$59.7K +733 +18%
FHC
523
First Heartland Consultants
Missouri
$387K -$30.4K -373 -7%
TSS
524
Two Sigma Securities
New York
$387K +$387K +4,748 New
Koshinski Asset Management
525
Koshinski Asset Management
Illinois
$386K -$138K -1,691 -26%
19 20
21
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