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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 %
M
601
MOTCO
Texas
$175K -$2.77K -40 -2%
UFG
602
United Fire Group
Iowa
$174K -$41.8K -600 -19%
ZIG
603
Zurich Insurance Group
Switzerland
$173K +$173K +2,497 New
TAM
604
Tiverton Asset Management
Delaware
$166K – – –
BFEC
605
Benjamin F. Edwards & Company
Missouri
$162K -$106K -1,517 -39%
CAM
606
Columbia Asset Management
Michigan
$162K – – –
CA
607
Claro Advisors
Massachusetts
$162K +$162K +2,515 New
FWM
608
Focused Wealth Management
New York
$151K +$903 +13 +0.6%
TCOV
609
Trust Company of Vermont
Vermont
$147K -$10.1K -145 -6%
LWM
610
Liberty Wealth Management
California
$146K +$146K +2,113 New
FHA
611
First Horizon Advisors
Tennessee
$142K – – –
LC
612
Lindbrook Capital
California
$142K +$142K +2,059 New
JA
613
JOYN Advisors
Georgia
$134K – – –
AIL
614
AGF Investments LLC
Ontario, Canada
$132K +$81.5K +1,171 +161%
AIM
615
Arcadia Investment Management
Michigan
$123K -$20.6K -297 -14%
HI
616
Hudock Inc
Pennsylvania
$121K +$5.85K +85 +5%
ARMT
617
Amica Retiree Medical Trust
Rhode Island
$118K +$60.4K +867 +105%
RWA
618
River Wealth Advisors
Pennsylvania
$115K -$1.32K -19 -1%
PVH
619
Psagot Value Holdings
Israel
$114K +$114K +1,640 New
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$111K -$20.3K -292 -15%
HFM
621
Hartford Financial Management
Connecticut
$111K – – –
QCIG
622
Quad-Cities Investment Group
Iowa
$110K +$422 +6 +0.4%
MFW
623
Mosaic Family Wealth
Missouri
$104K – – –
BWM
624
BerganKDV Wealth Management
Minnesota
$102K -$94K – –
AAMU
625
Amundi Asset Management US
Massachusetts
$95.2K -$12.9K -185,346 -12%
23 24
25
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