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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 %
OSNBOA
626
Old Second National Bank of Aurora
Illinois
$90K +$34.4K +500 +62%
NFG
627
Next Financial Group
Texas
$90K +$39.4K +565 +78%
CTB
628
Country Trust Bank
Illinois
$90K +$90K +1,300 New
SF
629
Synovus Financial
Georgia
$88K -$40.6K -590 -32%
CFN
630
Cordasco Financial Network
Florida
$88K – – –
PK
631
Pflug Koory
Nebraska
$87K – – –
PA
632
Parallel Advisors
California
$86K – – –
QCG
633
Quadrant Capital Group
Ohio
$83K +$2.81K +44 +4%
ST
634
Smithfield Trust
Pennsylvania
$82K – – –
NWM
635
Northwest Wealth Management
Iowa
$81K – – –
CCM
636
Covington Capital Management
California
$74K – – –
GLI
637
Guardian Life Insurance
New York
$73K – – –
PCG
638
Private Capital Group
Connecticut
$71K -$34K -489 -32%
CAC
639
Certified Advisory Corp
Florida
$71K +$69 +1 +0.1%
HDIM
640
Hanson & Doremus Investment Management
Vermont
$69K – – –
MCA
641
Mercer Capital Advisers
New Jersey
$69K – – –
CAL
642
Capital Analysts LLC
Pennsylvania
$67K +$627 +9 +0.9%
KA
643
Kaizen Advisory
Illinois
$67K +$9.52K +138 +17%
HCC
644
Hirtle Callaghan & Co
Pennsylvania
$66K +$66K +950 New
BOPW
645
Brandywine Oak Private Wealth
Pennsylvania
$64K +$64K +925 New
LWM
646
Lenox Wealth Management
Ohio
$63K +$58.4K +1,082 +1,273%
RA
647
Rational Advisors
New York
$61K -$73K -1,050 -54%
BWA
648
BDO Wealth Advisors
Florida
$60K +$42.7K +616 +246%
CAM
649
Cresset Asset Management
Illinois
$60K +$60K +864 New
TC
650
Trust Company
Kansas
$59K – – –
24 25
26
27 28