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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 %
ST
326
Spinnaker Trust
Maine
$2.08M +$17.2K +190 +0.8%
CIA
327
Cascade Investment Advisors
Oregon
$2.07M +$33.2K +366 +2%
AAM
328
Advisors Asset Management
Colorado
$2.06M +$594K +6,558 +41%
MYLI
329
Meiji Yasuda Life Insurance
Japan
$2.04M -$52.6K -580 -3%
SLI
330
Sumitomo Life Insurance
Japan
$2.04M -$261K -2,882 -11%
PS
331
Pensionfund Sabic
Netherlands
$1.98M – – –
V
332
Veritable
Delaware
$1.92M -$451K -4,975 -19%
FB
333
Fulton Bank
Pennsylvania
$1.91M +$907 +10 +0%
PCM
334
Palisade Capital Management
New Jersey
$1.9M -$2.55M -28,079 -57%
KRS
335
Kentucky Retirement Systems
Kentucky
$1.88M +$173K +1,908 +10%
WDA
336
Wendell David Associates
New Hampshire
$1.87M – – –
AWM
337
Aevitas Wealth Management
Massachusetts
$1.87M -$53.5K -590 -3%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$1.85M +$235K +2,590 +15%
TPA
339
Trivium Point Advisory
Connecticut
$1.84M -$25.8K -282 -1%
AA
340
ALPS Advisors
Colorado
$1.84M +$28.1K +310 +2%
FAAS
341
First Allied Advisory Services
California
$1.84M +$81.9K +903 +5%
HF
342
HRT Financial
New York
$1.84M +$1.84M +20,304 New
BCB
343
Brian C. Broderick
$1.83M +$384K +4,235 +26%
MSAM
344
Moloney Securities Asset Management
Missouri
$1.83M -$73.4K -809 -4%
MNBTD
345
Moody National Bank Trust Division
Texas
$1.78M – – –
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
$1.78M -$263K -2,900 -13%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$1.77M -$72.5K -800 -4%
CBTWT
348
Community Bank & Trust (Waco, Texas)
Texas
$1.76M -$44.7K -493 -2%
NAM
349
NTV Asset Management
West Virginia
$1.76M -$24K -265 -1%
D.E. Shaw & Co
350
D.E. Shaw & Co
New York
$1.72M -$129K -1,420 -7%
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