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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 %
WTB
576
Washington Trust Bank
Washington
$288K – – –
NFG
577
Next Financial Group
Texas
$288K +$149K +1,824 +106%
BIM
578
Bridges Investment Management
Nebraska
$288K +$288K +3,528 New
CGL
579
Clarius Group LLC
Washington
$284K +$39.1K +480 +16%
CFD
580
Creative Financial Designs
Indiana
$281K +$90.1K +1,058 +47%
Fiera Capital (Canada)
581
Fiera Capital (Canada)
Quebec, Canada
$281K +$281K +3,450 New
ACG
582
Allen Capital Group
Nebraska
$278K -$40K -490 -13%
CTA
583
Colonial Trust Advisors
South Carolina
$277K -$69.3K -850 -20%
EFS
584
Essex Financial Services
Connecticut
$275K – – –
HIC
585
Hartline Investment Corp
Illinois
$274K +$274K +3,360 New
SIA
586
Strategic Investment Advisors
Michigan
$271K +$5.96K +73 +2%
KFGK
587
Keystone Financial Group (Kentucky)
Kentucky
$270K +$5.29K +65 +2%
Bessemer Group
588
Bessemer Group
New Jersey
$268K +$9.24K +113 +4%
CCB
589
Cutter & Co Brokerage
Missouri
$267K -$15.6K -191 -6%
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
$267K +$267K +3,290 New
BI
591
Ballast Inc
Kentucky
$261K – – –
FTIOP
592
Fiduciary Trust International of Pennsylvania
Pennsylvania
$258K +$5.38K +66 +2%
SCM
593
Shelton Capital Management
Colorado
$252K +$224K +2,751 +807%
MIM
594
Moseley Investment Management
Florida
$250K +$250K +3,072 New
WC
595
Whitnell & Co
Illinois
$249K – – –
CT
596
Clearstead Trust
Maine
$248K – – –
DAC
597
Dividend Assets Capital
South Carolina
$245K – – –
IB
598
Intrust Bank
Kansas
$244K -$2.85K -35 -1%
WP
599
WealthSource Partners
California
$243K +$243K +2,978 New
RWA
600
Redhawk Wealth Advisors
Minnesota
$241K – – –
22 23
24
25 26