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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 %
EVM
376
Eaton Vance Management
Massachusetts
$1.45M -$166K -1,837 -10%
KMWM
377
Keudell/Morrison Wealth Management
Oregon
$1.44M -$44.8K -494 -3%
OI
378
Oakbrook Investments
Illinois
$1.44M -$227K -2,500 -14%
IAA
379
Independent Advisor Alliance
North Carolina
$1.43M -$13.4K -148 -0.9%
SFA
380
Semmax Financial Advisors
North Carolina
$1.4M -$1.61M – –
Lido Advisors
381
Lido Advisors
California
$1.4M +$58.2K +642 +4%
NMIMC
382
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M +$6.62K +73 +0.5%
BF
383
BOK Financial
Oklahoma
$1.39M +$136K +1,500 +11%
Brown Advisory
384
Brown Advisory
Maryland
$1.39M +$6.62K +73 +0.5%
FA
385
FDx Advisors
Illinois
$1.38M -$3.21M -35,369 -70%
CA
386
Cetera Advisors
Colorado
$1.37M +$15.5K +171 +1%
HNB
387
Huntington National Bank
Ohio
$1.36M -$47.2K -521 -3%
CIBC World Market
388
CIBC World Market
Ontario, Canada
$1.36M +$964K +10,640 +246%
CAN
389
Cetera Advisor Networks
California
$1.33M +$121K +1,328 +10%
AWM
390
AE Wealth Management
Kansas
$1.29M -$463K -5,102 -26%
UFG
391
United Fire Group
Iowa
$1.29M -$159K -1,750 -11%
FWIA
392
Fort Washington Investment Advisors
Ohio
$1.29M -$81.6K -900 -6%
TCM
393
Telos Capital Management
California
$1.29M -$3.17K -35 -0.2%
JG
394
Jefferies Group
New York
$1.26M +$1.26M +13,920 New
SBA
395
Secrest Blakey & Associates
North Carolina
$1.26M +$5.44K +60 +0.4%
PSF
396
Pacific Sun Financial
California
$1.26M +$31.7K +350 +3%
BOH
397
Bank of Hawaii
Hawaii
$1.24M -$112K -1,237 -8%
OIA
398
OneDigital Investment Advisors
Kansas
$1.23M -$99.6K -1,099 -7%
ECM
399
Element Capital Management
New York
$1.22M -$358K -3,950 -23%
ASN
400
Advisory Services Network
Georgia
$1.21M – – –
14 15
16
17 18