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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 %
CFN
676
Cordasco Financial Network
Florida
$103K – – –
PK
677
Pflug Koory
Nebraska
$102K – – –
KTC
678
Kistler-Tiffany Companies
Pennsylvania
$99K -$1.87K -23 -2%
RIA
679
Realta Investment Advisors
Delaware
$92K +$47.3K +582 +106%
GLI
680
Guardian Life Insurance
New York
$91K – – –
CCM
681
Covington Capital Management
California
$91K +$12.3K +150 +16%
M
682
Mirova
France
$85K +$85K +1,044 New
CAC
683
Certified Advisory Corp
Florida
$84K +$82 +1 +0.1%
PRC
684
Pearl River Capital
Michigan
$83K +$17.6K +216 +27%
SFSIG
685
San Francisco Sentry Investment Group
California
$82K – – –
MCA
686
Mercer Capital Advisers
New Jersey
$82K – – –
MCM
687
Manchester Capital Management
Vermont
$82K +$82K +1,000 New
SWP
688
Strategic Wealth Partners
Ohio
$81K -$122K -1,505 -60%
ARMT
689
Amica Retiree Medical Trust
Rhode Island
$80K – – –
CAL
690
Capital Analysts LLC
Pennsylvania
$80K +$654 +8 +0.8%
CPA
691
Clear Perspective Advisors
Illinois
$73K +$73K +897 New
TC
692
Trust Company
Kansas
$69K – – –
TC
693
Truvestments Capital
Florida
$68K -$9.62K -118 -12%
DWM
694
Doyle Wealth Management
Florida
$68K +$68K +840 New
RA
695
Rational Advisors
New York
$62K -$3M -36,700 -98%
OAJ
696
Ogorek Anthony Joseph
New York
$60K – – –
ADL
697
Asset Dedication LLC
California
$58K +$13.3K +162 +30%
Rockefeller Capital Management
698
Rockefeller Capital Management
New York
$57K -$388K -4,772 -87%
FANJ
699
Financial Architects (New Jersey)
New Jersey
$57K -$4.07K -50 -7%
CIA
700
CSat Investment Advisory
Michigan
$57K +$46.2K +570 +429%
26 27
28
29 30