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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
American Century Companies
4
American Century Companies
Missouri
$602M
5
BlackRock
5
BlackRock
New York
$3.45B

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
301
QS Investors
New York
$2.37M -$55.3K -690 -2%
B
302
Barings
North Carolina
$2.37M -$53.6M -660,980 -96%
WAM
303
World Asset Management
Michigan
$2.37M -$225K -2,751 -9%
CGH
304
Crossmark Global Holdings
Texas
$2.34M -$847K -10,359 -27%
JWM
305
Jackson Wealth Management
Florida
$2.32M -$382K -4,403 -14%
PCAP
306
Pratt Collard Advisory Partners
New York
$2.32M -$51.7K -632 -2%
VIA
307
Vident Investment Advisory
Georgia
$2.31M +$1.9M +23,219 +463%
BFO
308
Boston Family Office
Massachusetts
$2.23M +$6.22K +76 +0.3%
Capital Fund Management (CFM)
309
Capital Fund Management (CFM)
France
$2.17M +$1.95M +23,896 +888%
COPPSERS
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.14M +$13.2K +161 +0.6%
AAM
311
Advisors Asset Management
Colorado
$2.13M +$276K +3,379 +15%
FA
312
FMA Advisory
Pennsylvania
$2.13M +$1.06K +13 +0%
TYCC
313
Texas Yale Capital Corp
Florida
$2.12M +$1.72K +21 +0.1%
VAS
314
Vestmark Advisory Solutions
Massachusetts
$2.08M +$54.1K +661 +3%
EIA
315
Edgemoor Investment Advisors
Maryland
$2.07M -$75.2K -920 -4%
Millennium Management
316
Millennium Management
New York
$2.03M +$2.03M +24,856 New
HZ
317
Hixon Zuercher
Ohio
$2.03M +$2.03M +24,861 New
SCA
318
Snowden Capital Advisors
New York
$2.03M -$1.6M -19,542 -44%
TAF
319
Tredje AP-fonden
Sweden
$2.02M +$522K +6,388 +35%
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$1.99M -$1.64M -20,013 -45%
PS
321
Pensionfund Sabic
Netherlands
$1.98M – – –
CB
322
Commerce Bank
Missouri
$1.98M +$96K +1,174 +5%
VF
323
Virtu Financial
New York
$1.98M +$643K +7,869 +48%
ECM
324
ETrade Capital Management
Virginia
$1.98M -$55.1K -674 -3%
SLI
325
Sumitomo Life Insurance
Japan
$1.95M +$110K +1,343 +6%
11 12
13
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