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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 %
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$1.05K +15 +2%
OIA
652
OneDigital Investment Advisors
Kansas
$55K +$55K +795 New
Carson Wealth (CWM LLC)
653
Carson Wealth (CWM LLC)
Nebraska
$54K -$24.4K -352 -31%
DAM
654
Delta Asset Management
Tennessee
$54K – – –
PB
655
Pinnacle Bancorp
Nebraska
$53K +$53K +770 New
FANJ
656
Financial Architects (New Jersey)
New Jersey
$52K – – –
SFSIG
657
San Francisco Sentry Investment Group
California
$52K +$6.76K +96 +15%
OAJ
658
Ogorek Anthony Joseph
New York
$51K – – –
FCA
659
FinTrust Capital Advisors
South Carolina
$51K +$51K +125 New
BCI
660
Brinker Capital Investments
Pennsylvania
$46K +$6.34K +92 +16%
BCA
661
Berman Capital Advisors
Georgia
$43K +$43K +638 New
ADL
662
Asset Dedication LLC
California
$41K -$13K -190 -24%
MIFH
663
Migdal Insurance & Financial Holdings
Israel
$41K -$5.58K -81 -12%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$37.2K +$3.68K +53 +11%
BC
665
Bartlett & Co
Ohio
$37K +$3.66K +53 +11%
NSIM
666
North Star Investment Management
Illinois
$35K – – –
SIS
667
Sound Income Strategies
Florida
$35K – – –
AF
668
Advisornet Financial
Minnesota
$35K +$492 +7 +1%
GI
669
Gradient Investments
Minnesota
$34K -$1.89K -27 -5%
HCM
670
Highlander Capital Management
New Jersey
$34K – – –
TCM
671
Tradewinds Capital Management
Washington
$32K -$49.8K -721 -61%
DSC
672
Duncker Streett & Co
Missouri
$32K +$208 +3 +0.7%
GTAM
673
Global Trust Asset Management
Florida
$31K – – –
SCM
674
Silvant Capital Management
Georgia
$29K – – –
ClearBridge Investments
675
ClearBridge Investments
New York
$28K – – –
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27
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