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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 %
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$32.3K -465 -68%
PMFA
702
Plante Moran Financial Advisors
Michigan
$15K – – –
GAM
703
Gemmer Asset Management
California
$15K +$9.47K +132 +171%
W
704
WealthOne
New York
$15K +$15K +210 New
SWA
705
Sutton Wealth Advisors
Florida
$14.1K +$1.04K +15 +8%
SIM
706
Sonora Investment Management
Arizona
$14K – – –
PCP
707
Proficio Capital Partners
Massachusetts
$14K +$214 +3 +2%
VNA
708
Valley National Advisers
Pennsylvania
$14K +$14K +200 New
AIA
709
Alera Investment Advisors
Illinois
$14K +$14K +207 New
EARNEST Partners
710
EARNEST Partners
Georgia
$13K – – –
ME
711
McIlrath & Eck
Washington
$13K +$13K +184 New
SIAG
712
Signet Investment Advisory Group
Rhode Island
$13K +$13K +200 New
FTI
713
Fiduciary Trust International
Massachusetts
$11K +$11K +155 New
SGS
714
Sterling Global Strategies
California
$10.4K +$10.4K +150 New
PWMG
715
Prestige Wealth Management Group
New Jersey
$10K +$10K +141 New
THWM
716
Taylor Hoffman Wealth Management
Virginia
$9K -$8.35K -115 -48%
TWA
717
TCI Wealth Advisors
Arizona
$9K -$1.79K -26 -17%
MRCM
718
M&R Capital Management
New Jersey
$9K – – –
CWA
719
Clarus Wealth Advisors
Arizona
$9K +$70 +1 +0.8%
CIA
720
CSat Investment Advisory
Michigan
$9K +$209 +3 +2%
AC
721
Avestar Capital
New York
$8K – – –
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FGC
723
Financial Gravity Companies
Texas
$8K +$8K +99 New
IFAM
724
Institutional & Family Asset Management
Colorado
$7K -$636 -9 -8%
IAS
725
IMA Advisory Services
Colorado
$7K – – –
27 28
29
30 31