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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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
326
Shell Asset Management
Netherlands
$1.94M -$162K -1,975 -8%
UCFA
327
United Capital Financial Advisors
Texas
$1.89M +$383K +4,688 +25%
ST
328
Spinnaker Trust
Maine
$1.88M +$5.8K +71 +0.3%
GCA
329
Gideon Capital Advisors
New York
$1.87M -$409K -5,005 -18%
HAIM
330
Hunter Associates Investment Management
Pennsylvania
$1.86M -$419K -5,125 -18%
PS
331
Presima Securities
Quebec, Canada
$1.84M -$343K -4,200 -16%
HC
332
HNP Capital
New York
$1.83M +$1.03M +12,392 +127%
MOS
333
MGO One Seven
Ohio
$1.81M -$125K -1,526 -6%
VRM
334
Vectors Research Management
New York
$1.77M +$979K +11,969 +123%
MSAM
335
Moloney Securities Asset Management
Missouri
$1.74M +$93.8K +1,147 +6%
ED
336
Exane Derivatives
France
$1.72M +$342K +4,022 +25%
FB
337
Fulton Bank
Pennsylvania
$1.71M -$6.71K -82 -0.4%
KRS
338
Kentucky Retirement Systems
Kentucky
$1.71M +$8.83K +108 +0.5%
SDIC
339
South Dakota Investment Council
South Dakota
$1.71M -$517K -6,320 -23%
PFC
340
Phocas Financial Corp
California
$1.7M +$255K +3,115 +18%
PCM
341
Palisade Capital Management
New Jersey
$1.69M -$17.3K -211 -1%
AWM
342
Aevitas Wealth Management
Massachusetts
$1.69M +$5.15K +63 +0.3%
WDA
343
Wendell David Associates
New Hampshire
$1.69M – – –
LM
344
Lincluden Management
Ontario, Canada
$1.68M -$1.31M -16,000 -44%
CP
345
Camelot Portfolios
Ohio
$1.67M +$1.17M +14,366 +236%
BCB
346
Brian C. Broderick
$1.66M – – –
TPA
347
Trivium Point Advisory
Connecticut
$1.65M +$4.66K +57 +0.3%
NAM
348
NTV Asset Management
West Virginia
$1.65M +$62.6K +765 +4%
ASN
349
Advisory Services Network
Georgia
$1.65M +$433K +5,302 +36%
Mariner
350
Mariner
Kansas
$1.64M +$216K +2,639 +15%
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14
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