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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 %
IAS
776
IMA Advisory Services
Colorado
$8K – – –
MSFP
777
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
FRA
778
Front Row Advisors
California
$8K – – –
Walleye Trading
779
Walleye Trading
New York
$8K +$8K +92 New
BWM
780
Baystate Wealth Management
Massachusetts
$7K +$7K +81 New
CQS
781
Credential Qtrade Securities
$6.03K +$6.03K +74 New
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$6K +$6K +72 New
UB
783
UMB Bank
Missouri
$5.07K -$19 -230 -0.4%
AIM
784
Advantage Investment Management
Iowa
$5K – – –
TA
785
TCG Advisors
Texas
$5K +$79 +1 +2%
WCG
786
Weaver Consulting Group
California
$5K +$5K +64 New
TFO
787
Tarbox Family Office
California
$4K – – –
HS
788
Horan Securities
United States
$4K +$4K +45 New
CHC
789
City Holding Co
West Virginia
$4K +$4K +50 New
LM
790
Lincluden Management
Ontario, Canada
$3.28K +$1.96K +24,000 +148%
IF
791
Ironwood Financial
Arizona
$3K – – –
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
BFC
793
Bedel Financial Consulting
Indiana
$3K – – –
Kayne Anderson Rudnick Investment Management
794
Kayne Anderson Rudnick Investment Management
California
$3K +$3K +32 New
RIA
795
RPG Investment Advisory
California
$2K – – –
FPFS
796
First Personal Financial Services
North Carolina
$2K +$2K +19 New
BAM
797
Barrett Asset Management
New York
$2K +$2K +28 New
PWP
798
Personal Wealth Partners
Minnesota
$2K +$2K +28 New
EWA
799
Evolution Wealth Advisors
Florida
$2K +$2K +30 New
RFA
800
Reilly Financial Advisors
California
$1K -$2.1K -21 -68%
30 31
32
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