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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 %
BCI
626
Brinker Capital Investments
Pennsylvania
$218K -$6.94K -85 -3%
QCG
627
Quadrant Capital Group
Ohio
$216K +$123K +1,560 +132%
HW
628
Hancock Whitney
Mississippi
$216K +$216K +2,649 New
WF
629
Welch & Forbes
Massachusetts
$215K – – –
AIM
630
Axiom Investment Management
New York
$214K -$4.07K -50 -2%
IFWM
631
Institute for Wealth Management
Colorado
$213K +$213K +2,614 New
ECM
632
ExodusPoint Capital Management
New York
$212K +$212K +2,600 New
AT
633
Arden Trust
Delaware
$209K -$33.4K -409 -14%
WBG
634
Wharton Business Group
Pennsylvania
$208K +$208K +2,555 New
FG
635
Fiduciary Group
Georgia
$207K +$207K +2,537 New
JIC
636
Johnson Investment Counsel
Ohio
$207K +$207K +2,542 New
KA
637
Kovack Advisors
Florida
$207K +$207K +2,543 New
FHA
638
Flagship Harbor Advisors
Massachusetts
$205K -$15.8K -194 -7%
HW
639
Hamilton Wealth
California
$204K +$204K +2,500 New
LC
640
LCNB Corp
Ohio
$204K +$204K +2,504 New
EMG
641
ETF Managers Group
New Jersey
$204K +$204K +2,504 New
CWS
642
Cypress Wealth Services
California
$203K -$65K -796 -24%
TC
643
Telemus Capital
Michigan
$203K +$203K +2,396 New
AF
644
Advisornet Financial
Minnesota
$200K +$159K +1,951 +388%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
TAM
646
Tiverton Asset Management
Delaware
$195K -$1.84M -22,568 -90%
LWM
647
Liberty Wealth Management
California
$177K +$653 +8 +0.4%
NIM
648
NuWave Investment Management
New Jersey
$167K -$507K -6,223 -75%
LC
649
Lindbrook Capital
California
$167K – – –
BBHC
650
Brown Brothers Harriman & Co
New York
$165K -$45.8K -560 -22%
24 25
26
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