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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 %
WPP
551
Whalerock Point Partners
Rhode Island
$336K +$83K +1,070 +33%
HIS
552
Harvest Investment Services
Illinois
$335K +$9.84K +128 +3%
B
553
Bailard
California
$333K – – –
KP
554
Keel Point
Alabama
$333K +$333K +4,286 New
IHL
555
Investment House LLC
California
$330K – – –
CTA
556
Colonial Trust Advisors
South Carolina
$330K +$34.9K +450 +12%
LOAME
557
Lombard Odier Asset Management (Europe)
United Kingdom
$327K – – –
JSL
558
JT Stratford LLC
Georgia
$324K +$324K +4,175 New
CWM
559
Campbell Wealth Management
Virginia
$322K – – –
NL
560
NWAM LLC
Washington
$318K -$57.2K -738 -15%
BG
561
Bahl & Gaynor
Ohio
$317K -$77.7K -1,000 -20%
DCM
562
Donaldson Capital Management
Indiana
$317K -$8.84K -114 -3%
SRSA
563
S.R. Schill & Associates
Washington
$317K – – –
IIM
564
Ipswich Investment Management
Massachusetts
$315K – – –
WS
565
Wedbush Securities
California
$315K +$315K +4,055 New
FPS
566
Fieldpoint Private Securities
Connecticut
$314K -$98.8K -1,275 -24%
ANRIA
567
American National Registered Investment Advisor
Texas
$314K – – –
BAS
568
Brown Advisory Securities
Maryland
$312K -$194K -2,491 -38%
GT
569
Glenview Trust
Kentucky
$312K – – –
CG
570
CFO4Life Group
Texas
$309K +$41.1K +530 +15%
ACG
571
Allen Capital Group
Nebraska
$302K -$22.5K -290 -7%
GHAM
572
Gilman Hill Asset Management
Connecticut
$297K +$11.2K +144 +4%
BFM
573
Boothbay Fund Management
New York
$296K +$296K +3,813 New
GRP
574
Global Retirement Partners
California
$292K -$18.7K -241 -6%
BHA
575
Beech Hill Advisors
New York
$291K – – –
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23
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