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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 %
CFG
726
Citizens Financial Group
Rhode Island
$31K – – –
GEA
727
Glen Eagle Advisors
New Jersey
$30.2K +$163 +2 +0.5%
WAS
728
Winch Advisory Services
Wisconsin
$30K -$3.82K -47 -11%
HWA
729
Heritage Wealth Advisors
Virginia
$29.9K -$6.44K -79 -18%
SMFS
730
Squar Milner Financial Services
California
$29K – – –
EIP
731
Ellis Investment Partners
Pennsylvania
$29K +$29K +362 New
JFA
732
JNBA Financial Advisors
Minnesota
$28K – – –
KPCM
733
Kings Point Capital Management
New York
$28K +$28K +349 New
ESB
734
Essex Savings Bank
Connecticut
$27K +$24K +300 +811%
LWS
735
Lucia Wealth Services
California
$26K -$12K -146 -32%
WPA
736
West Paces Advisors
Georgia
$24.9K – – –
HGWM
737
Harvest Group Wealth Management
Massachusetts
$24K – – –
PCP
738
Proficio Capital Partners
Massachusetts
$24K +$5.82K +71 +32%
LWA
739
Lenox Wealth Advisors
New York
$24K +$24K +294 New
MAM
740
Meeder Asset Management
Ohio
$23K +$23K +278 New
AAP
741
Arax Advisory Partners
Colorado
$23K +$23K +287 New
PFGIA
742
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
CTB
743
Country Trust Bank
Illinois
$22K +$11K +138 +100%
LPWM
744
Lake Point Wealth Management
Texas
$21K – – –
WB
745
Webster Bank
Connecticut
$20K – – –
DAM
746
Delta Asset Management
Tennessee
$20K – – –
SFG
747
SevenBridge Financial Group
Pennsylvania
$20K – – –
IRC
748
Investors Research Corp
Georgia
$20K – – –
SIM
749
Sonora Investment Management
Arizona
$20K +$3.09K +38 +18%
EARNEST Partners
750
EARNEST Partners
Georgia
$20K +$4.72K +59 +31%
28 29
30
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