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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 %
MCM
676
MV Capital Management
Maryland
$28K – – –
JCM
677
Jacobi Capital Management
Pennsylvania
$28K – – –
IDBONY
678
Israel Discount Bank of New York
New York
$28K +$7K +100 +33%
JFA
679
JNBA Financial Advisors
Minnesota
$28K +$28K +399 New
CFA
680
Clarfeld Financial Advisors
New York
$27K +$27K +383 New
BAMCO Inc
681
BAMCO Inc
New York
$27K +$27K +396 New
GEA
682
Glen Eagle Advisors
New Jersey
$25.5K +$139 +2 +0.5%
WAS
683
Winch Advisory Services
Wisconsin
$25K -$416 -6 -2%
SMFS
684
Squar Milner Financial Services
California
$25K – – –
FC
685
Ferris Capital
Massachusetts
$24K -$5.75K -82 -19%
WPA
686
West Paces Advisors
Georgia
$21.2K – – –
VFA
687
Valeo Financial Advisors
Indiana
$21K -$98.3K -1,428 -82%
AssetMark Inc
688
AssetMark Inc
California
$21K -$29.8K -430 -59%
CFD
689
Creative Financial Designs
Indiana
$20K – – –
AIM
690
Advantage Investment Management
Iowa
$20K +$68 +1 +0.3%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$19.6K +$16.9K +243 +608%
AAP
692
Arax Advisory Partners
Colorado
$19K +$270 +4 +1%
Rockefeller Capital Management
693
Rockefeller Capital Management
New York
$18K +$18K +264 New
WANY
694
Wealthspire Advisors (New York)
New York
$18K +$18K +266 New
WB
695
Webster Bank
Connecticut
$17K -$326K -4,600 -95%
SFG
696
SevenBridge Financial Group
Pennsylvania
$17K – – –
BL
697
Balentine LLC
Georgia
$17K +$5.58K +81 +49%
WCM
698
WealthBridge Capital Management
Ohio
$17K +$17K +240 New
PAMU
699
Pictet Asset Management (UK)
United Kingdom
$16.5K +$1.84K +26,477 +12%
SSB
700
Sandy Spring Bank
Maryland
$16K – – –
26 27
28
29 30