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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 %
SFG
601
SNS Financial Group
Minnesota
$240K – – –
GIA
602
Gladstone Institutional Advisory
Florida
$240K +$240K +2,950 New
BRWA
603
B. Riley Wealth Advisors
Florida
$239K +$21.2K +258 +10%
BCM
604
BTR Capital Management
California
$239K +$239K +2,926 New
GLA
605
Good Life Advisors
Pennsylvania
$235K -$881 -11 -0.4%
BHWM
606
Bay Harbor Wealth Management
Maryland
$234K -$46.3K -569 -17%
TNB
607
Thomasville National Bank
Georgia
$233K -$1.55K -19 -0.7%
PPP
608
Private Portfolio Partners
New Jersey
$233K +$233K +2,854 New
CIC
609
Cornercap Investment Counsel
Georgia
$232K -$898K -11,012 -79%
FMC
610
First Merchants Corp
Indiana
$232K – – –
CC
611
Courier Capital
New York
$231K – – –
MBT
612
Monroe Bank & Trust
Michigan
$229K – – –
GP
613
Girard Partners
Pennsylvania
$227K -$49.1K -605 -18%
ONB
614
Old National Bancorp
Indiana
$226K -$41K -502 -15%
VCM
615
Virtue Capital Management
Tennessee
$226K -$27.3K -334 -11%
WIC
616
Woodmont Investment Counsel
Tennessee
$226K -$1.8K -22 -0.8%
AUB
617
Atlantic Union Bankshares
Virginia
$224K +$224K +2,750 New
S
618
SignatureFD
Georgia
$223K -$35.2K -432 -14%
CCP
619
Corient Capital Partners
California
$223K +$223K +2,736 New
KP
620
Keel Point
Alabama
$222K -$127K -1,559 -36%
ACA
621
Atlas Capital Advisors
Wyoming
$221K +$221K +2,715 New
OIA
622
Optimum Investment Advisors
Illinois
$221K +$1.55K +19 +0.7%
Lazard Asset Management
623
Lazard Asset Management
New York
$220K – – –
CFA
624
Carroll Financial Associates
North Carolina
$219K -$7.47K -92 -3%
LIM
625
Leavell Investment Management
Alabama
$219K +$7.02K +86 +3%
23 24
25
26 27