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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 %
EWF
576
Epstein & White Financial
California
$215K -$30.1K -450 -12%
FTIOP
577
Fiduciary Trust International of Pennsylvania
Pennsylvania
$215K +$215K +3,100 New
SIA
578
Strategic Investment Advisors
Michigan
$214K +$214K +3,081 New
BCM
579
Brookstone Capital Management
Illinois
$213K -$78.8K -1,135 -27%
GCP
580
GSA Capital Partners
United Kingdom
$213K +$213K +3,064 New
WC
581
Whitnell & Co
Illinois
$212K – – –
CT
582
Clearstead Trust
Maine
$211K – – –
CB
583
Chemical Bank
Michigan
$210K -$366K -5,276 -64%
ACI
584
Alpha Cubed Investments
California
$208K -$60.3K -868 -22%
IB
585
Intrust Bank
Kansas
$208K +$208K +2,990 New
SCM
586
Shelton Capital Management
Colorado
$208K +$208K +2,992 New
DAC
587
Dividend Assets Capital
South Carolina
$208K +$208K +3,000 New
SFG
588
SNS Financial Group
Minnesota
$208K +$208K +3,002 New
VLKIM
589
Van Lanschot Kempen Investment Management
Netherlands
$206K -$10M -144,581 -98%
AT
590
Arden Trust
Delaware
$206K -$55.4K -799 -21%
NIM
591
Northeast Investment Management
Massachusetts
$204K +$204K +2,945 New
Bessemer Group
592
Bessemer Group
New Jersey
$203K +$75K +1,078 +59%
Los Angeles Capital Management
593
Los Angeles Capital Management
California
$203K +$203K +2,920 New
WG
594
Winton Group
United Kingdom
$201K -$28.6K -412 -12%
AAM
595
Advisors Asset Management
Colorado
$199K +$199K +2,864 New
CFA
596
Carroll Financial Associates
North Carolina
$195K -$8K -116 -4%
FQ
597
First Quadrant
California
$194K +$194K +2,800 New
FHA
598
Flagship Harbor Advisors
Massachusetts
$188K -$235K -3,391 -56%
OIA
599
Optimum Investment Advisors
Illinois
$187K -$38.1K -550 -17%
Lazard Asset Management
600
Lazard Asset Management
New York
$187K – – –
22 23
24
25 26