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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 %
ClearBridge Investments
701
ClearBridge Investments
New York
$54K +$21.5K +265 +66%
GSWM
702
Golden State Wealth Management
California
$53K -$2.41K -30 -4%
BCA
703
Berman Capital Advisors
Georgia
$53K +$81 +1 +0.2%
PCG
704
Private Capital Group
Connecticut
$52K -$12K -191 -19%
GTAM
705
Global Trust Asset Management
Florida
$51K +$49.4K +14,129 +3,140%
JCM
706
Jacobi Capital Management
Pennsylvania
$50K +$8.88K +108 +22%
VFA
707
Valeo Financial Advisors
Indiana
$49K +$24K +295 +96%
Parallax Volatility Advisers
708
Parallax Volatility Advisers
California
$48K -$240K -2,945 -83%
DSC
709
Duncker Streett & Co
Missouri
$48K +$10.4K +128 +28%
BWA
710
BDO Wealth Advisors
Florida
$46K -$24.4K -300 -35%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$44.3K +$245 +3 +0.6%
PB
712
Pinnacle Bancorp
Nebraska
$44K -$15.7K -195 -26%
BC
713
Bartlett & Co
Ohio
$44K +$243 +3 +0.6%
TFS
714
TrustCore Financial Services
Tennessee
$42K -$2.29K -28 -5%
SIS
715
Sound Income Strategies
Florida
$41K – – –
HCM
716
Highlander Capital Management
New Jersey
$41K – – –
GI
717
Gradient Investments
Minnesota
$41K +$35.1K +425 +590%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$886 +11 +2%
FCA
719
FinTrust Capital Advisors
South Carolina
$38K – – –
BWM
720
BerganKDV Wealth Management
Minnesota
$35K -$67K – –
SCM
721
Silvant Capital Management
Georgia
$35K – – –
TCM
722
Tradewinds Capital Management
Washington
$35K +$246 +3 +0.7%
CAM
723
CenterStar Asset Management
Illinois
$33K – – –
MCM
724
MV Capital Management
Maryland
$33K – – –
GWMIA
725
Global Wealth Management Investment Advisory
Florida
$32K -$182K -2,214 -85%
27 28
29
30 31