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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 %
MCM
826
Maple Capital Management
Vermont
– -$566K -8,153 Closed
DWM
827
Doyle Wealth Management
Florida
– -$532K -7,666 Closed
EAM
828
Eventide Asset Management
Massachusetts
– -$521K -7,500 Closed
Walleye Trading
829
Walleye Trading
New York
– -$508K -7,315 Closed
MHI
830
Miller Howard Investments
New York
– -$502K -7,235 Closed
BCM
831
BTR Capital Management
California
– -$495K -7,132 Closed
CC
832
Cipher Capital
New York
– -$493K -7,102 Closed
Two Sigma Investments
833
Two Sigma Investments
New York
– -$475K -6,845 Closed
LC
834
Lourd Capital
California
– -$437K -6,293 Closed
9WM
835
9258 Wealth Management
Ohio
– -$386K -5,564 Closed
Teacher Retirement System of Texas
836
Teacher Retirement System of Texas
Texas
– -$353K -5,086 Closed
WWM
837
Western Wealth Management
Colorado
– -$293K -4,231 Closed
WCM
838
Weatherstone Capital Management
Colorado
– -$269K -4,186 Closed
RCA
839
Rowland Carmichael Advisors
Arizona
– -$218K -3,140 Closed
JIC
840
Johnson Investment Counsel
Ohio
– -$216K -3,115 Closed
AWM
841
Alterna Wealth Management
Texas
– -$232K -3,097 Closed
CB
842
Chemical Bank
Michigan
– -$210K -3,024 Closed
ACI
843
Alpha Cubed Investments
California
– -$208K -2,995 Closed
VLKIM
844
Van Lanschot Kempen Investment Management
Netherlands
– -$206K -2,969 Closed
WG
845
Winton Group
United Kingdom
– -$201K -2,894 Closed
JA
846
JOYN Advisors
Georgia
– -$134K -1,925 Closed
RWA
847
River Wealth Advisors
Pennsylvania
– -$115K -1,662 Closed
PVH
848
Psagot Value Holdings
Israel
– -$114K -1,640 Closed
LWM
849
Lenox Wealth Management
Ohio
– -$63K -1,167 Closed
HCC
850
Hirtle Callaghan & Co
Pennsylvania
– -$66K -950 Closed
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