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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 %
ACM
526
Allred Capital Management
Texas
$371K -$1.09K -13 -0.3%
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$371K +$27.9K +343 +8%
CHA
528
Carmichael Hill & Associates
Maryland
$368K -$16.3K -200 -4%
B
529
Bailard
California
$366K +$16.3K +200 +5%
CCM
530
Cadence Capital Management
Massachusetts
$364K -$72.9K -894 -17%
WS
531
Wedbush Securities
California
$364K +$33.7K +414 +10%
SRC
532
Shufro Rose & Co
New York
$362K -$8.15K -100 -2%
LS
533
Livforsakringsbolaget Skandia
Sweden
$362K +$89.6K +1,100 +33%
LAIC
534
Lederer & Associates Investment Counsel
California
$359K -$3.26K -40 -0.9%
CG
535
CFO4Life Group
Texas
$356K +$31.1K +381 +10%
BFC
536
Blue Fin Capital
Rhode Island
$355K -$8.06K -99 -2%
CIBC World Market
537
CIBC World Market
Ontario, Canada
$353K -$30.1K -369 -8%
EWA
538
ERTS Wealth Advisors
Michigan
$353K -$8.16K -100 -2%
WPP
539
Whalerock Point Partners
Rhode Island
$353K – – –
SVWAG
540
Sound View Wealth Advisors Group
Georgia
$353K +$353K +4,335 New
IHL
541
Investment House LLC
California
$347K – – –
HAM
542
Highstreet Asset Management
Ontario, Canada
$346K +$346K +4,247 New
CAM
543
Cresset Asset Management
Illinois
$344K -$137K -1,684 -29%
DBRC
544
D.B. Root & Company
Pennsylvania
$342K -$40.6K -499 -11%
KWM
545
Kingsview Wealth Management
Oregon
$342K +$128K +1,565 +60%
SFA
546
Sequoia Financial Advisors
Ohio
$339K -$78.2K -961 -19%
BP
547
Ballentine Partners
Massachusetts
$335K +$54.2K +665 +19%
VSWA
548
Vontobel Swiss Wealth Advisors
Switzerland
$334K -$50.5K -620 -13%
NL
549
NWAM LLC
Washington
$334K – – –
GVAG
550
Great Valley Advisor Group
Delaware
$334K +$76.1K +934 +30%
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