WELL icon

Welltower
WELL

Overview Fund Activity

816 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 313 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.4%
New
76
Increased
307
Reduced
313
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$185M
2
DZ Bank
DZ Bank
Germany
+$152M
3
Morgan Stanley
Morgan Stanley
New York
+$136M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$129M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$101M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$184M
2
BC
Brookfield Corp
Ontario, Canada
-$169M
3
Invesco
Invesco
Georgia
-$107M
4
Deutsche Bank
Deutsche Bank
Germany
-$103M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
251
Mariner Independent Advisor Network
Kansas
$4.07M -$71.8K -803 -2%
DLCIG
252
D.L. Carlson Investment Group
New Hampshire
$4.02M -$603K -6,652 -13%
SCA
253
Snowden Capital Advisors
New York
$4.02M +$13.2K +146 +0.3%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$3.97M -$55.3K -610 -1%
PMG
255
ProVise Management Group
Florida
$3.96M -$53.3K -588 -1%
II
256
IFM Investors
Australia
$3.95M +$1.45M +16,049 +58%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$3.94M +$715K +7,893 +22%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$3.92M +$279K +3,077 +8%
ACP
259
Ashfield Capital Partners
California
$3.89M -$1.36K -15 -0%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$3.88M +$143K +1,581 +4%
Wealthfront Advisers
261
Wealthfront Advisers
California
$3.83M +$520K +5,742 +16%
SCP
262
Syntal Capital Partners
Texas
$3.74M +$1.07M +14,153 +40%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$3.68M +$272K +3,000 +8%
CGH
264
Crossmark Global Holdings
Texas
$3.53M +$133K +1,467 +4%
QCM
265
Quadrant Capital Management
New Jersey
$3.5M +$87.1K +961 +3%
Credit Agricole
266
Credit Agricole
France
$3.45M +$3.45M +38,025 New
BB
267
Bell Bank
North Dakota
$3.4M -$74.3K -820 -2%
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$3.39M -$126K -1,391 -4%
RJT
269
Raymond James Trust
Florida
$3.37M -$170K -1,874 -5%
Creative Planning
270
Creative Planning
Kansas
$3.32M +$28.3K +312 +0.9%
LM
271
Lincluden Management
Ontario, Canada
$3.32M -$326K -3,600 -9%
M&T Bank
272
M&T Bank
New York
$3.3M -$46.8K -516 -1%
MYAM
273
Meiji Yasuda Asset Management
Japan
$3.28M -$162K -1,788 -5%
RCM
274
Riverhead Capital Management
Delaware
$3.27M +$227K +2,500 +7%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$3.22M +$2.25M +24,844 +232%
9 10
11
12 13