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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 %
RIA
751
RPG Investment Advisory
California
$1K -$1K -20 -50%
CAGAS
752
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
AWM
753
Avior Wealth Management
Nebraska
$1K – – –
RFA
754
Reilly Financial Advisors
California
$1K +$1K +10 New
CI
755
CX Institutional
Indiana
$1K +$1K +16 New
PWM
756
PRW Wealth Management
Massachusetts
$1K +$1K +27 New
GT
757
Glenmede Trust
Pennsylvania
$842 +$107 +1,545 +15%
NA
758
NewEdge Advisors
Louisiana
$434 -$100 -1,443 -19%
RJFSA
759
Raymond James Financial Services Advisors
Florida
– -$12.7M -198,018 Closed
CWM
760
Cornerstone Wealth Management
Missouri
– -$2.56M -174,686 Closed
CCP
761
Clough Capital Partners
Massachusetts
– -$9.82M -152,600 Closed
1832 Asset Management
762
1832 Asset Management
Ontario, Canada
– -$9.05M -140,600 Closed
VW
763
Vantage Wealth
California
– -$8.92M -138,712 Closed
DSA
764
Davis Selected Advisers
Arizona
– -$6.81M -105,868 Closed
VHAM
765
Van Hulzen Asset Management
California
– -$4.86M -75,531 Closed
AAMU
766
AEGON Asset Management (UK)
United Kingdom
– -$4.52M -70,259 Closed
PP
767
Paloma Partners
Connecticut
– -$2.04M -31,668 Closed
Balyasny Asset Management
768
Balyasny Asset Management
Illinois
– -$1.67M -25,916 Closed
NIMI
769
Natixis Investment Managers International
France
– -$1.66M -25,852 Closed
ZCA
770
Zeke Capital Advisors
Pennsylvania
– -$1.36M -21,068 Closed
Pacer Advisors
771
Pacer Advisors
Pennsylvania
– -$1.29M -20,018 Closed
LMGAM
772
Liberty Mutual Group Asset Management
Massachusetts
– -$956K -14,869 Closed
WS
773
Wedbush Securities
California
– -$787K -12,243 Closed
GCA
774
Gideon Capital Advisors
New York
– -$701K -10,891 Closed
MSE
775
MUFG Securities EMEA
United Kingdom
– -$649K -10,086 Closed
29 30
31
32 33