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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 %
LOAMS
351
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.71M -$1.04M -11,474 -38%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$1.69M +$181K +2,000 +12%
LCM
353
Liberty Capital Management
Michigan
$1.69M +$80.6K +889 +5%
SPIA
354
Steward Partners Investment Advisory
New York
$1.68M +$135K +1,489 +9%
UCFA
355
United Capital Financial Advisors
Texas
$1.67M -$1.69M -18,630 -50%
TAF
356
Tredje AP-fonden
Sweden
$1.66M -$575K -6,340 -26%
ANI
357
American National Insurance
Texas
$1.65M – – –
BA
358
Bard Associates
Illinois
$1.63M -$83K -915 -5%
ISL
359
Ingalls & Snyder LLC
New York
$1.62M +$1.81K +20 +0.1%
PFC
360
Phocas Financial Corp
California
$1.6M -$17K -188 -1%
Wolverine Trading
361
Wolverine Trading
Illinois
$1.6M +$1.6M +17,699 New
PI
362
PineBridge Investments
New York
$1.59M +$1.4M +15,486 +774%
Mariner
363
Mariner
Kansas
$1.58M -$267K -2,948 -14%
IC
364
Intersect Capital
California
$1.56M +$363 +4 +0%
LWAC
365
Laurel Wealth Advisors (California)
California
$1.53M +$907 +10 +0.1%
PAS
366
Park Avenue Securities
New York
$1.53M +$24K +265 +2%
MAS
367
Madden Advisory Services
Florida
$1.52M -$381K -4,209 -20%
FBT
368
First Bank & Trust
South Dakota
$1.5M -$2.09K -23 -0.1%
CS
369
Comerica Securities
Michigan
$1.49M +$38.9K +429 +3%
ZB
370
Zions Bancorporation
Utah
$1.49M +$56.6K +625 +4%
VF
371
Virtu Financial
New York
$1.48M +$3.63K +40 +0.2%
ED
372
Exane Derivatives
France
$1.47M – – –
WKWM
373
Walter & Keenan Wealth Management
Indiana
$1.47M – – –
RFN
374
RDA Financial Network
Iowa
$1.46M +$11.3K +133 +0.8%
CCG
375
Cypress Capital Group
Florida
$1.45M +$80.7K +890 +6%
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