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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 %
Citadel Advisors
276
Citadel Advisors
Florida
$3.17M -$4.69M -51,696 -60%
RIM
277
Rampart Investment Management
Connecticut
$3.16M -$543K -5,989 -15%
SCM
278
Schnieders Capital Management
California
$3.15M +$5.08K +56 +0.2%
BCM
279
Buckhead Capital Management
Georgia
$3.14M -$36.3K -400 -1%
WJWM
280
Williams Jones Wealth Management
New York
$3.13M +$3.13M +34,512 New
RA
281
RMR Advisors
Massachusetts
$3.1M – – –
Jane Street
282
Jane Street
New York
$3.08M +$1.87M +20,616 +154%
BWL
283
Bogart Wealth LLC
Virginia
$3.03M +$5.53K +61 +0.2%
CIA
284
Capital Investment Advisors
Georgia
$3.01M -$108K -1,195 -3%
SOAMC
285
Spirit of America Management Corp
New York
$2.98M +$308K +3,400 +12%
CTA
286
Carillon Tower Advisers
Florida
$2.95M -$81.3K -900 -3%
BHC
287
Bowen Hanes & Co
Florida
$2.93M – – –
WAM
288
World Asset Management
Michigan
$2.88M +$14.8K +163 +0.5%
AA
289
Ancora Advisors
Ohio
$2.87M -$468K -5,157 -14%
JWM
290
Jackson Wealth Management
Florida
$2.85M +$478K +5,225 +20%
FVWA
291
Foster Victor Wealth Advisors
South Carolina
$2.84M +$1.44M +15,728 +103%
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$2.83M -$45.3K -500 -2%
QI
293
QS Investors
New York
$2.75M -$159K -1,758 -5%
Wellington Management Group
294
Wellington Management Group
Massachusetts
$2.74M -$907K -10,009 -25%
BB
295
Busey Bank
Illinois
$2.72M +$2.72M +29,990 New
WB
296
WesBanco Bank
West Virginia
$2.7M +$2.18K +24 +0.1%
PCM
297
Parsons Capital Management
Rhode Island
$2.7M +$11.9K +131 +0.4%
KTM
298
Keeler Thomas Management
Utah
$2.67M -$90.6K -1,000 -3%
SAM
299
Silvercrest Asset Management
New York
$2.67M – – –
OC
300
Oppenheimer & Co
New York
$2.65M +$36.9K +407 +1%
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