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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 %
PCAP
301
Pratt Collard Advisory Partners
New York
$2.63M -$24.8K -274 -0.9%
HighTower Advisors
302
HighTower Advisors
Illinois
$2.61M +$39.2K +432 +2%
GAM
303
Gotham Asset Management
New York
$2.6M -$5.8M -63,994 -69%
DADC
304
D.A. Davidson & Co
Montana
$2.59M -$113K -1,242 -4%
PA
305
Profund Advisors
Maryland
$2.57M -$399K -4,397 -13%
GCA
306
Gideon Capital Advisors
New York
$2.53M +$2.16M +23,774 +583%
HAIM
307
Hunter Associates Investment Management
Pennsylvania
$2.52M -$52.1K -575 -2%
AC
308
Allstate Corporation
Illinois
$2.48M +$268K +2,957 +12%
BFO
309
Boston Family Office
Massachusetts
$2.47M – – –
SDIC
310
South Dakota Investment Council
South Dakota
$2.46M +$178K +1,960 +8%
O
311
Ossiam
France
$2.46M +$800K +8,828 +48%
PS
312
Presima Securities
Quebec, Canada
$2.42M -$53.4M -589,200 -96%
MME
313
Meag Munich Ergo
Germany
$2.42M +$1.13M +12,616 +88%
QT
314
Quantbot Technologies
New York
$2.42M -$468K -5,164 -16%
EIA
315
Edgemoor Investment Advisors
Maryland
$2.38M +$363 +4 +0%
FA
316
FMA Advisory
Pennsylvania
$2.36M +$9.16K +101 +0.4%
COPPSERS
317
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M -$764K -8,425 -24%
TYCC
318
Texas Yale Capital Corp
Florida
$2.35M +$453 +5 +0%
SLWS
319
Swaine & Leidel Wealth Services
Florida
$2.33M -$39.4K -435 -2%
SAM
320
Shell Asset Management
Netherlands
$2.32M -$245K -2,698 -10%
S
321
Seeyond
France
$2.31M -$135K -1,484 -6%
ECM
322
ETrade Capital Management
Virginia
$2.25M +$47.9K +528 +2%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$2.24M -$394K -4,340 -15%
MOS
324
MGO One Seven
Ohio
$2.14M +$1.36K +15 +0.1%
CB
325
Commerce Bank
Missouri
$2.09M -$266K -2,935 -11%
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