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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
$1.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$238M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$64.6M
3
Goldman Sachs
Goldman Sachs
New York
$198M
4
Morgan Stanley
Morgan Stanley
New York
$231M
5
EIP
Epoch Investment Partners
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
801
Edmond de Rothschild Holding
Switzerland
– -$58K -900 Closed
SCM
802
Southport Capital Management
Tennessee
– -$36K -565 Closed
RWA
803
Ropes Wealth Advisors
Massachusetts
– -$32K -500 Closed
CPIG
804
Chicago Partners Investment Group
Illinois
– -$32K -488 Closed
APP
805
Avantax Planning Partners
Iowa
– -$30K -466 Closed
KF
806
Krilogy Financial
Missouri
– -$26K -400 Closed
WC
807
Whitney & Co
New York
– -$27K -391 Closed
WSTAM
808
Wilbanks Smith & Thomas Asset Management
Virginia
– -$23K -359 Closed
MA
809
MUFG Americas
New York
– -$16K -250 Closed
MFBTD
810
MB Financial Bank - Trust Department
Illinois
– -$15K -228 Closed
RMAM
811
Raab & Moskowitz Asset Management
New Jersey
– -$14K -226 Closed
WPW
812
Winthrop Partners - WNY
New York
– -$14.5K -225 Closed
POIA
813
Pin Oak Investment Advisors
Texas
– -$14K -212 Closed
AF
814
Allworth Financial
California
– -$13K -205 Closed
NCM
815
New Capital Management
Texas
– -$13K -205 Closed
TPWA
816
TRUE Private Wealth Advisors
Oregon
– -$12.5K -194 Closed
CAG
817
Csenge Advisory Group
Florida
– -$11K -157 Closed
SFM
818
Signet Financial Management
New Jersey
– -$9K -147 Closed
TC
819
Trilogy Capital
California
– -$9K -142 Closed
ECM
820
Exchange Capital Management
Michigan
– -$9K -133 Closed
SWMG
821
Signature Wealth Management Group
Georgia
– -$8K -122 Closed
KIG
822
Kessler Investment Group
Indiana
– -$5K -70 Closed
JWA
823
JFS Wealth Advisors
Pennsylvania
– -$4K -60 Closed
DWM
824
Destination Wealth Management
California
– -$2K -32 Closed
FM
825
Forward Management
California
– -$1K -20 Closed
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