WELL icon

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 %
BI
601
Ballast Inc
Kentucky
$248K -$8.51K -110 -3%
S
602
SignatureFD
Georgia
$246K -$4.04K -52 -2%
GVAG
603
Great Valley Advisor Group
Delaware
$246K – – –
Bessemer Group
604
Bessemer Group
New Jersey
$245K +$19.2K +248 +9%
AI
605
Atom Investors
Texas
$242K +$242K +3,119 New
VCM
606
Virtue Capital Management
Tennessee
$241K -$55K -708 -19%
FTIOP
607
Fiduciary Trust International of Pennsylvania
Pennsylvania
$241K – – –
AIL
608
AGF Investments LLC
Ontario, Canada
$240K +$92.9K +1,197 +63%
WC
609
Whitnell & Co
Illinois
$237K – – –
CT
610
Clearstead Trust
Maine
$236K – – –
IB
611
Intrust Bank
Kansas
$235K +$3.33K +43 +1%
PP
612
Paloma Partners
Connecticut
$234K +$234K +3,019 New
DAC
613
Dividend Assets Capital
South Carolina
$233K – – –
CGL
614
Clarius Group LLC
Washington
$233K +$233K +3,007 New
GLA
615
Good Life Advisors
Pennsylvania
$230K -$25.9K -332 -10%
BCM
616
Brookstone Capital Management
Illinois
$230K -$7.67K -99 -3%
AT
617
Arden Trust
Delaware
$230K -$310 -4 -0.1%
RWA
618
Redhawk Wealth Advisors
Minnesota
$230K – – –
SFG
619
SNS Financial Group
Minnesota
$229K -$4.67K -60 -2%
TNB
620
Thomasville National Bank
Georgia
$223K +$223K +2,873 New
CC
621
Courier Capital
New York
$220K +$220K +2,829 New
ARTA
622
A.R.T. Advisors
New York
$220K +$220K +2,836 New
FMC
623
First Merchants Corp
Indiana
$220K +$220K +2,840 New
Los Angeles Capital Management
624
Los Angeles Capital Management
California
$219K -$7.77K -100 -3%
MBT
625
Monroe Bank & Trust
Michigan
$218K +$218K +2,808 New
23 24
25
26 27