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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 %
CAM
826
Columbia Asset Management
Michigan
– -$405K -7,001 Closed
MC
827
Machina Capital
France
– -$533K -6,865 Closed
EMG
828
Ellington Management Group
Connecticut
– -$481K -6,200 Closed
NIT
829
NumerixS Investment Technologies
British Columbia, Canada
– -$440K -5,600 Closed
ACM
830
AlphaCrest Capital Management
New York
– -$425K -5,476 Closed
CCIA
831
Campbell & Co Investment Adviser
Maryland
– -$425K -5,475 Closed
BAMF
832
BI Asset Management Fondsmaeglerselskab
Denmark
– -$396K -5,100 Closed
BAS
833
Brown Advisory Securities
Maryland
– -$312K -4,000 Closed
BFM
834
Boothbay Fund Management
New York
– -$296K -3,813 Closed
SEM
835
Suncoast Equity Management
Florida
– -$275K -3,545 Closed
IWC
836
Integrated Wealth Concepts
Massachusetts
– -$250K -3,225 Closed
BCM
837
Brookstone Capital Management
Illinois
– -$230K -2,970 Closed
BBNA
838
Bremer Bank National Association
Minnesota
– -$217K -2,923 Closed
ARTA
839
A.R.T. Advisors
New York
– -$220K -2,836 Closed
EWF
840
Epstein & White Financial
California
– -$216K -2,819 Closed
CA
841
Claro Advisors
Massachusetts
– -$209K -2,691 Closed
OWD
842
Osborn Williams & Donohoe
Ohio
– -$178K -2,325 Closed
KPW
843
Kore Private Wealth
New York
– -$129K -1,660 Closed
Simplex Trading
844
Simplex Trading
Illinois
– -$124K -1,600 Closed
MFW
845
Mosaic Family Wealth
Missouri
– -$121K -1,560 Closed
QT
846
Quantamental Technologies
New York
– -$121K -1,555 Closed
PCM
847
Prelude Capital Management
New York
– -$98K -1,258 Closed
NWM
848
Northwest Wealth Management
Iowa
– -$84K -1,081 Closed
BAM
849
Bruderman Asset Management
New York
– -$70K -900 Closed
IWP
850
Icon Wealth Partners
Texas
– -$68K -879 Closed
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