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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 %
WWM
526
Western Wealth Management
Colorado
$293K +$293K +4,231 New
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$292K – – –
DCM
528
Donaldson Capital Management
Indiana
$292K +$1.46K +21 +0.5%
CWM
529
Campbell Wealth Management
Virginia
$288K +$288K +4,147 New
DC
530
Davenport & Co
Virginia
$286K +$6.05K +87 +2%
SRSA
531
S.R. Schill & Associates
Washington
$284K – – –
IIM
532
Ipswich Investment Management
Massachusetts
$282K -$15K -216 -5%
ANRIA
533
American National Registered Investment Advisor
Texas
$281K – – –
GT
534
Glenview Trust
Kentucky
$279K – – –
GRP
535
Global Retirement Partners
California
$278K -$6.8K -98 -2%
AIC
536
Ameritas Investment Company
Nebraska
$274K +$274K +3,949 New
RIM
537
Rampart Investment Management
Connecticut
$270K -$442K -6,365 -62%
WCM
538
Weatherstone Capital Management
Colorado
$269K +$269K +4,186 New
BRWM
539
B. Riley Wealth Management
Tennessee
$267K +$5.27K +76 +2%
VCM
540
Virtue Capital Management
Tennessee
$264K -$382K -5,512 -59%
CTA
541
Colonial Trust Advisors
South Carolina
$264K -$38.2K -550 -13%
CCA
542
Checchi Capital Advisers
California
$261K -$25K -360 -9%
BHA
543
Beech Hill Advisors
New York
$260K -$1.73K -25 -0.7%
GP
544
Girard Partners
Pennsylvania
$260K +$10.6K +153 +4%
ONB
545
Old National Bancorp
Indiana
$259K -$16.9K -243 -6%
SFS
546
Sowell Financial Services
Arkansas
$259K -$11.4K -164 -4%
RIA
547
Regal Investment Advisors
Michigan
$259K +$259K +3,725 New
BWP
548
Bernardo Wealth Planning
Pennsylvania
$258K +$258K +3,714 New
GHAM
549
Gilman Hill Asset Management
Connecticut
$255K -$693 -10 -0.3%
PCM
550
Prelude Capital Management
New York
$255K +$255K +3,678 New
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