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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 %
KFC
551
Klingenstein Fields & Co
New York
$248K -$19.2K -277 -7%
SEM
552
Suncoast Equity Management
Florida
$246K – – –
CCB
553
Cutter & Co Brokerage
Missouri
$239K -$82.5K -1,190 -26%
CG
554
CFO4Life Group
Texas
$239K +$9.63K +139 +4%
EFS
555
Essex Financial Services
Connecticut
$234K -$6.94K -100 -3%
BHWM
556
Bay Harbor Wealth Management
Maryland
$234K +$234K +3,368 New
QT
557
Quantamental Technologies
New York
$234K +$234K +3,372 New
LS
558
Livforsakringsbolaget Skandia
Sweden
$232K – – –
AWM
559
Alterna Wealth Management
Texas
$232K +$232K +3,097 New
BP
560
Ballentine Partners
Massachusetts
$232K +$232K +3,349 New
RCAG
561
Rehmann Capital Advisory Group
Michigan
$231K -$1.53K -22 -0.7%
SFG
562
Summit Financial Group
West Virginia
$231K – – –
BI
563
Ballast Inc
Kentucky
$230K -$50.2K -724 -18%
RWA
564
Redhawk Wealth Advisors
Minnesota
$229K +$229K +2,960 New
PFS
565
Prospera Financial Services
Texas
$229K +$229K +3,311 New
GLA
566
Good Life Advisors
Pennsylvania
$228K +$228K +3,278 New
WPP
567
Whalerock Point Partners
Rhode Island
$226K -$41.6K -600 -16%
CWS
568
Cypress Wealth Services
California
$225K +$1.32K +19 +0.6%
SWP
569
Strategic Wealth Partners
Ohio
$223K -$12.3K -171 -5%
S
570
SignatureFD
Georgia
$223K +$18K +260 +9%
FHC
571
First Heartland Consultants
Missouri
$220K -$28.3K -408 -11%
GVAG
572
Great Valley Advisor Group
Delaware
$220K +$220K +3,166 New
BTNA
573
Bremer Trust National Association
Minnesota
$219K -$1.81K -26 -0.8%
RCA
574
Rowland Carmichael Advisors
Arizona
$218K -$52.1K -750 -19%
JIC
575
Johnson Investment Counsel
Ohio
$216K -$45.1K -650 -17%
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