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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 %
MERSOM
526
Municipal Employees' Retirement System of Michigan
Michigan
$395K -$370K -4,770 -48%
ACS
527
Archford Capital Strategies
Illinois
$394K -$12.5K -161 -3%
FQ
528
First Quadrant
California
$394K +$177K +2,283 +82%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$389K +$388 +5 +0.1%
RFC
530
Regions Financial Corp
Alabama
$386K -$13.6K -176 -3%
KFS
531
Kurt F. Somerville
$384K – – –
DC
532
Davenport & Co
Virginia
$379K +$59.4K +765 +19%
SWM
533
SeaCrest Wealth Management
New York
$377K +$6.76K +87 +2%
EWM
534
Evercore Wealth Management
New York
$376K +$14.5K +186 +4%
FAM
535
Formidable Asset Management
Ohio
$376K +$376K +13,725 New
VSWA
536
Vontobel Swiss Wealth Advisors
Switzerland
$366K -$303K -3,910 -45%
OWA
537
Outlook Wealth Advisors
Texas
$366K +$266K +3,430 +267%
DBRC
538
D.B. Root & Company
Pennsylvania
$365K -$777 -10 -0.2%
CHA
539
Carmichael Hill & Associates
Maryland
$365K – – –
CIBC World Market
540
CIBC World Market
Ontario, Canada
$364K -$304K -3,918 -45%
SMC
541
Smith, Moore & Co
Missouri
$362K -$5.43K -70 -1%
ECA
542
Elevated Capital Advisors
Utah
$362K +$362K +7,449 New
SRC
543
Shufro Rose & Co
New York
$352K -$5.33M -68,792 -94%
CAG
544
Csenge Advisory Group
Florida
$347K +$347K +4,473 New
LAIC
545
Lederer & Associates Investment Counsel
California
$345K -$18.6K -240 -5%
BFC
546
Blue Fin Capital
Rhode Island
$345K -$15.5K -200 -4%
SVWA
547
Sound View Wealth Advisors
Georgia
$344K -$1.71K -22 -0.5%
ACM
548
Allred Capital Management
Texas
$344K +$155 +2 +0%
EWA
549
ERTS Wealth Advisors
Michigan
$343K -$64.7K -835 -16%
MC
550
Moors & Cabot
Massachusetts
$343K +$15.8K +203 +5%
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