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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 %
TNBTD
751
Trustmark National Bank Trust Department
Mississippi
$20K +$20K +248 New
SSB
752
Sandy Spring Bank
Maryland
$19K -$6.92K -86 -27%
PMFA
753
Plante Moran Financial Advisors
Michigan
$18K – – –
BL
754
Balentine LLC
Georgia
$18K +$4.36K +53 +32%
SWA
755
Sutton Wealth Advisors
Florida
$16.6K – – –
GAM
756
Gemmer Asset Management
California
$16K -$1.33K -16 -8%
VNA
757
Valley National Advisers
Pennsylvania
$16K – – –
CB
758
Community Bank
New York
$16K +$16K +200 New
FGAM
759
Financial Gravity Asset Management
Texas
$15K +$492 +6 +3%
ME
760
McIlrath & Eck
Washington
$14K – – –
LWA
761
Lowe Wealth Advisors
Maryland
$14K – – –
GWS
762
Glassman Wealth Services
Virginia
$14K +$2.32K +28 +20%
BAMCO Inc
763
BAMCO Inc
New York
$12K -$11.5K -140 -49%
PCMK
764
Paragon Capital Management (Kansas)
Kansas
$12K +$12K +150 New
TPWA
765
TRUE Private Wealth Advisors
Oregon
$12K +$12K +150 New
MRCM
766
M&R Capital Management
New Jersey
$11K – – –
CWA
767
Clarus Wealth Advisors
Arizona
$11K – – –
TWA
768
TCI Wealth Advisors
Arizona
$10K -$168 -2 -2%
THWM
769
Taylor Hoffman Wealth Management
Virginia
$10K – – –
IFAM
770
Institutional & Family Asset Management
Colorado
$10K +$1.05K +13 +12%
AC
771
Avestar Capital
New York
$9K – – –
PFSC
772
Peoples Financial Services Corp
Pennsylvania
$9K – – –
CI
773
CX Institutional
Indiana
$9K +$1.27K +15 +16%
EWM
774
Executive Wealth Management
Michigan
$9K +$1.56K +19 +21%
AWM
775
Avior Wealth Management
Nebraska
$8K -$2.35K -27 -23%
29 30
31
32 33