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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 %
SRSA
551
S.R. Schill & Associates
Washington
$333K – – –
DCM
552
Donaldson Capital Management
Indiana
$333K – – –
GCA
553
Gideon Capital Advisors
New York
$332K -$4.32M -53,066 -93%
PHK
554
Point72 Hong Kong
Hong Kong
$332K +$239K +2,931 +256%
IIM
555
Ipswich Investment Management
Massachusetts
$331K – – –
CWM
556
Campbell Wealth Management
Virginia
$330K -$8.15K -100 -2%
GT
557
Glenview Trust
Kentucky
$327K – – –
ANRIA
558
American National Registered Investment Advisor
Texas
$322K -$8.15K -100 -2%
BG
559
Bahl & Gaynor
Ohio
$316K -$16.3K -200 -5%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$313K +$41.2K +505 +15%
ER
561
Enlightenment Research
Florida
$313K +$313K +4,200 New
RIA
562
Regal Investment Advisors
Michigan
$309K +$24.6K +301 +9%
GRP
563
Global Retirement Partners
California
$306K -$978 -12 -0.3%
BHA
564
Beech Hill Advisors
New York
$306K – – –
HIS
565
Harvest Investment Services
Illinois
$305K -$51K -624 -14%
CFB
566
Cullen/Frost Bankers
Texas
$304K +$214K +2,631 +239%
GHAM
567
Gilman Hill Asset Management
Connecticut
$302K -$10.2K -125 -3%
KFC
568
Klingenstein Fields & Co
New York
$302K +$3.02K +37 +1%
AIL
569
AGF Investments LLC
Ontario, Canada
$302K +$49.9K +612 +20%
PFS
570
Prospera Financial Services
Texas
$299K -$2.63K -32 -0.9%
BUB
571
BBVA USA Bancshares
Texas
$297K -$263K -3,232 -47%
KA
572
Kintegral Advisory
New York
$296K – – –
CCA
573
Checchi Capital Advisers
California
$296K +$2.85K +35 +1%
BWP
574
Bernardo Wealth Planning
Pennsylvania
$295K -$4.08K -50 -1%
OMC
575
Old Mission Capital
Illinois
$295K +$295K +3,618 New
21 22
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