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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 %
BWP
576
Bernardo Wealth Planning
Pennsylvania
$285K -$3.42K -44 -1%
KFC
577
Klingenstein Fields & Co
New York
$285K +$7.54K +97 +3%
KA
578
Kintegral Advisory
New York
$281K +$281K +3,627 New
IA
579
IFP Advisors
Florida
$280K -$1.53M -19,379 -85%
CCA
580
Checchi Capital Advisers
California
$279K -$12.1K -156 -4%
PFS
581
Prospera Financial Services
Texas
$278K +$27.1K +358 +11%
BRWM
582
B. Riley Wealth Management
Tennessee
$277K -$21.8K -281 -7%
SEM
583
Suncoast Equity Management
Florida
$275K – – –
WTB
584
Washington Trust Bank
Washington
$274K -$464K -5,988 -63%
Parallax Volatility Advisers
585
Parallax Volatility Advisers
California
$274K -$75.3K -972 -22%
RIA
586
Regal Investment Advisors
Michigan
$271K -$18.5K -238 -6%
CCB
587
Cutter & Co Brokerage
Missouri
$269K +$933 +12 +0.3%
BHWM
588
Bay Harbor Wealth Management
Maryland
$267K +$5.82K +75 +2%
BP
589
Ballentine Partners
Massachusetts
$267K +$7.21K +93 +3%
GP
590
Girard Partners
Pennsylvania
$263K -$27.3K -353 -9%
EFS
591
Essex Financial Services
Connecticut
$262K – – –
NIM
592
Northeast Investment Management
Massachusetts
$261K +$32.7K +422 +14%
LS
593
Livforsakringsbolaget Skandia
Sweden
$260K – – –
RCAG
594
Rehmann Capital Advisory Group
Michigan
$259K +$310 +4 +0.1%
SFS
595
Sowell Financial Services
Arkansas
$255K -$34.4K -443 -12%
CWS
596
Cypress Wealth Services
California
$255K +$3.11K +40 +1%
ONB
597
Old National Bancorp
Indiana
$254K -$35.4K -456 -12%
SIA
598
Strategic Investment Advisors
Michigan
$252K +$13K +168 +5%
KFGK
599
Keystone Financial Group (Kentucky)
Kentucky
$252K +$252K +3,251 New
IWC
600
Integrated Wealth Concepts
Massachusetts
$250K +$250K +3,225 New
22 23
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