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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.

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
1
Nuveen Asset Management
Illinois
$427M
2
State Street
2
State Street
Massachusetts
$2.32B
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$207M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.23B
5
BlackRock
5
BlackRock
New York
$3.36B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$195M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$110M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M
4
HRES
4
Heitman Real Estate Securities
Illinois
$12.5M
5
Bank of America
5
Bank of America
North Carolina
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
851
Pittenger & Anderson Inc
Nebraska
– -$64K -825 Closed
HIM
852
Hillsdale Investment Management
Ontario, Canada
– -$62K -800 Closed
AIC
853
Ameritas Investment Company
Nebraska
– -$59K -756 Closed
AA
854
Advisory Alpha
Michigan
– -$44.7K -588 Closed
NSIM
855
North Star Investment Management
Illinois
– -$39K -500 Closed
SQA
856
Simon Quick Advisors
New Jersey
– -$31K -400 Closed
IDBONY
857
Israel Discount Bank of New York
New York
– -$30K -390 Closed
OFS
858
Orrstown Financial Services
Pennsylvania
– -$25K -316 Closed
FC
859
Ferris Capital
Massachusetts
– -$24K -311 Closed
CG
860
Cutler Group
California
– -$22K -292 Closed
AIA
861
Alera Investment Advisors
Illinois
– -$20K -253 Closed
FMB
862
Field & Main Bank
Kentucky
– -$19K -250 Closed
WCM
863
WealthBridge Capital Management
Ohio
– -$18K -235 Closed
LA
864
Legacy Advisors
Pennsylvania
– -$16K -200 Closed
WEC
865
Winslow Evans & Crocker
Massachusetts
– -$14K -162 Closed
LFA
866
Legacy Financial Advisors
Kentucky
– -$12K -158 Closed
BMM
867
Buffington Mohr McNeal
Idaho
– -$11K -136 Closed
RTC
868
Riverview Trust Company
Washington
– -$10K -133 Closed
DWM
869
Destination Wealth Management
California
– -$10K -130 Closed
CHP
870
Cable Hill Partners
Oregon
– -$7K -91 Closed
AIC
871
Archer Investment Corporation
Indiana
– -$6K -75 Closed
RFM
872
Royal Fund Management
Florida
– -$5K -68 Closed
OFW
873
Omnia Family Wealth
Florida
– -$5K -59 Closed
PWM
874
PRW Wealth Management
Massachusetts
– -$2K -27 Closed
31 32 33 34
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