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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 %
PA
651
Parallel Advisors
California
$156K +$59.1K +759 +61%
PI
652
PineBridge Investments
New York
$155K -$232K -2,990 -60%
BFEC
653
Benjamin F. Edwards & Company
Missouri
$152K -$28.4K -366 -16%
FWM
654
Focused Wealth Management
New York
$152K -$16.3K -211 -10%
TCOV
655
Trust Company of Vermont
Vermont
$152K -$12.6K -162 -8%
FHA
656
First Horizon Advisors
Tennessee
$145K -$13.4K -173 -8%
AIM
657
Arcadia Investment Management
Michigan
$138K – – –
NFG
658
Next Financial Group
Texas
$133K +$32.8K +423 +33%
NFH
659
NEXT Financial Holdings
Texas
$133K +$133K +1,713 New
KPW
660
Kore Private Wealth
New York
$129K +$129K +1,660 New
Simplex Trading
661
Simplex Trading
Illinois
$124K -$1.01M -13,002 -89%
HFM
662
Hartford Financial Management
Connecticut
$124K – – –
HI
663
Hudock Inc
Pennsylvania
$123K -$13.4K -173 -10%
QCIG
664
Quad-Cities Investment Group
Iowa
$123K +$470 +6 +0.4%
QT
665
Quantamental Technologies
New York
$121K -$141K -1,817 -54%
MFW
666
Mosaic Family Wealth
Missouri
$121K +$4.65K +60 +4%
MIFH
667
Migdal Insurance & Financial Holdings
Israel
$113K +$66.7K +857 +144%
OSNBOA
668
Old Second National Bank of Aurora
Illinois
$107K +$5.8K +75 +6%
ST
669
Smithfield Trust
Pennsylvania
$107K +$16.2K +210 +18%
LFASL
670
Lugano Financial Advisors SA (LFA)
Switzerland
$100K +$100K +1,300 New
SF
671
Synovus Financial
Georgia
$99K – – –
PCM
672
Prelude Capital Management
New York
$98K -$189K -2,420 -66%
CFN
673
Cordasco Financial Network
Florida
$98K – – –
PK
674
Pflug Koory
Nebraska
$97K – – –
KTC
675
Kistler-Tiffany Companies
Pennsylvania
$96K -$27.3K -353 -22%
25 26
27
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