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Welltower
WELL

Overview Fund Activity

804 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 327 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+48
Holders Change %
+6.35%
% of All Funds
17.43%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
327
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
$313M
2
State Street
State Street
Massachusetts
$1.99B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
4
Swedbank
Swedbank
Sweden
$160M
5
American Century Companies
American Century Companies
Missouri
$234M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$14.8M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Deutsche Bank
Deutsche Bank
Germany
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
801
PRW Wealth Management
Massachusetts
$2K – – –
RIA
802
RPG Investment Advisory
California
$2K – – –
RFA
803
Reilly Financial Advisors
California
$2K +$1.36K +21 +210%
Capstone Investment Advisors
804
Capstone Investment Advisors
New York
$1K -$1.56K -25 -61%
CAGAS
805
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
CIM
806
Centersquare Investment Management
Pennsylvania
$1K +$417 +5 +71%
GT
807
Glenmede Trust
Pennsylvania
$956 +$15 +190 +2%
Koshinski Asset Management
808
Koshinski Asset Management
Illinois
$498 +$157 +2,030 +46%
OAC
809
OMERS Administration Corp
Ontario, Canada
– -$41.7M -601,339 Closed
ACA
810
Anchor Capital Advisors
Massachusetts
– -$35.5M -511,412 Closed
ACM
811
Adelante Capital Management
California
– -$34.1M -491,553 Closed
WMSA
812
Weiss Multi-Strategy Advisers
New York
– -$15.6M -225,000 Closed
DCM
813
Driehaus Capital Management
Illinois
– -$5.81M -83,681 Closed
N
814
Natixis
France
– -$5.51M -79,363 Closed
MCP
815
Martin Capital Partners
Oregon
– -$2.81M -40,422 Closed
Lord, Abbett & Co
816
Lord, Abbett & Co
New Jersey
– -$1.5M -21,600 Closed
GF
817
Gabelli Funds
New York
– -$1.39M -20,000 Closed
AI
818
Atria Investments
North Carolina
– -$985K -14,188 Closed
CA
819
Cetera Advisors
Colorado
– -$936K -13,419 Closed
RA
820
RFG Advisory
Alabama
– -$846K -12,183 Closed
QIM
821
Quantitative Investment Management
Virginia
– -$832K -12,000 Closed
EWA
822
EP Wealth Advisors
California
– -$780K -11,240 Closed
APFBOT
823
Amica Pension Fund Board of Trustees
Rhode Island
– -$753K -10,846 Closed
FC
824
Forte Capital
New York
– -$736K -10,617 Closed
CPO
825
Cerity Partners OCIO
New York
– -$692K -9,970 Closed
31 32
33
34 35