WELL icon

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 %
GWS
726
Glassman Wealth Services
Virginia
$7K – – –
IAS
727
IMA Advisory Services
Colorado
$7K – – –
FRA
728
Front Row Advisors
California
$7K – – –
LFA
729
Legacy Financial Advisors
Kentucky
$7K +$4.97K +71 +245%
EWM
730
Executive Wealth Management
Michigan
$7K +$7K +107 New
LWS
731
Lucia Wealth Services
California
$6K -$51.3K -736 -90%
CHP
732
Cable Hill Partners
Oregon
$6K -$3.76K -57 -39%
RFM
733
Royal Fund Management
Florida
$6K +$6K +93 New
ECM
734
Estabrook Capital Management
New York
$5.55K – – –
Schroder Investment Management Group
735
Schroder Investment Management Group
United Kingdom
$5.12K -$266 -3,835 -5%
TFS
736
TrustCore Financial Services
Tennessee
$5K – – –
HWA
737
Heritage Wealth Advisors
Virginia
$5K – – –
VCM
738
Versant Capital Management
Arizona
$5K +$5K +75 New
AIC
739
Archer Investment Corporation
Indiana
$5K +$5K +75 New
NS
740
NewDay Solutions
New Hampshire
$5K +$5K +76 New
OFW
741
Omnia Family Wealth
Florida
$4K – – –
MIM
742
Macroview Investment Management
Maryland
$4K – – –
TFO
743
Tarbox Family Office
California
$4K +$291 +4 +8%
UB
744
UMB Bank
Missouri
$3.36K +$1.52K +21,859 +82%
Capstone Investment Advisors
745
Capstone Investment Advisors
New York
$3K -$108K -1,480 -97%
BFC
746
Bedel Financial Consulting
Indiana
$3K – – –
ESB
747
Essex Savings Bank
Connecticut
$3K +$3K +37 New
IF
748
Ironwood Financial
Arizona
$2K – – –
TFA
749
Transamerica Financial Advisors
Florida
$2K +$111 +1 +6%
HR
750
Howe & Rusling
New York
$2K +$2K +34 New
28 29
30
31 32