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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
$427M
2
State Street
State Street
Massachusetts
$2.32B
3
LIMS
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
BlackRock
New York
$3.36B

Top Sellers

1
ZP
Zimmer Partners
New York
$195M
2
Renaissance Technologies
Renaissance Technologies
New York
$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
651
MOTCO
Texas
$163K -$23.5K -288 -13%
PI
652
PineBridge Investments
New York
$163K – – –
FWM
653
Focused Wealth Management
New York
$161K +$897 +11 +0.6%
MIFH
654
Migdal Insurance & Financial Holdings
Israel
$161K +$42.5K +520 +36%
KCPG
655
Kavar Capital Partners Group
Kansas
$161K +$161K +1,970 New
PA
656
Parallel Advisors
California
$154K -$9.9K -121 -6%
FHA
657
First Horizon Advisors
Tennessee
$154K +$2.19K +27 +1%
BFEC
658
Benjamin F. Edwards & Company
Missouri
$148K -$12.5K -153 -8%
AIM
659
Arcadia Investment Management
Michigan
$144K – – –
AssetMark Inc
660
AssetMark Inc
California
$141K +$128K +1,573 +1,021%
SCA
661
Stonebridge Capital Advisors
Minnesota
$141K +$141K +1,727 New
CSS
662
Cubist Systematic Strategies
Connecticut
$138K -$840K -10,268 -86%
HFM
663
Hartford Financial Management
Connecticut
$130K – – –
HI
664
Hudock Inc
Pennsylvania
$129K +$244 +3 +0.2%
QCIG
665
Quad-Cities Investment Group
Iowa
$129K +$491 +6 +0.4%
SF
666
Synovus Financial
Georgia
$126K +$19.9K +240 +19%
PCM
667
Penserra Capital Management
California
$122K +$20.7K +258 +20%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$122K +$40.7K +500 +50%
NL
669
NVWM LLC
Pennsylvania
$114K +$114K +1,395 New
ST
670
Smithfield Trust
Pennsylvania
$113K – – –
OSNBOA
671
Old Second National Bank of Aurora
Illinois
$112K – – –
HPC
672
HM Payson & Co
Maine
$109K +$109K +1,334 New
IWA
673
IBEX Wealth Advisors
New Jersey
$109K +$109K +1,337 New
LFASL
674
Lugano Financial Advisors SA (LFA)
Switzerland
$106K – – –
TCOV
675
Trust Company of Vermont
Vermont
$104K -$56.6K -690 -35%
25 26
27
28 29