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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 %
BCV
376
Banque Cantonale Vaudoise
Switzerland
$1.37M +$1.37M +16,766 New
Lido Advisors
377
Lido Advisors
California
$1.36M +$95.5K +1,168 +8%
MAS
378
Madden Advisory Services
Florida
$1.36M -$18.7K -229 -1%
EVM
379
Eaton Vance Management
Massachusetts
$1.36M +$52.1K +637 +4%
LWAC
380
Laurel Wealth Advisors (California)
California
$1.35M -$32.1K -393 -2%
CS
381
Comerica Securities
Michigan
$1.34M -$3.35K -41 -0.2%
ACM
382
AlphaCrest Capital Management
New York
$1.34M +$624K +7,635 +87%
WKWM
383
Walter & Keenan Wealth Management
Indiana
$1.33M – – –
CC
384
Cipher Capital
New York
$1.32M +$1.32M +16,197 New
NRI
385
NFP Retirement Inc
California
$1.32M +$1.32M +16,322 New
FAAS
386
First Allied Advisory Services
California
$1.31M -$348K -4,260 -21%
SS
387
Simplicity Solutions
Minnesota
$1.31M +$281K +3,432 +27%
IAA
388
Independent Advisor Alliance
North Carolina
$1.31M +$18.2K +223 +1%
ANI
389
American National Insurance
Texas
$1.3M -$186K -2,275 -13%
GT
390
Glenmede Trust
Pennsylvania
$1.3M +$299K +3,654 +30%
SPFA
391
Summit Place Financial Advisors
New Jersey
$1.29M +$1.29M +15,825 New
NMIMC
392
Northwestern Mutual Investment Management Company
Wisconsin
$1.29M +$26.9K +329 +2%
FWIA
393
Fort Washington Investment Advisors
Ohio
$1.28M +$114K +1,400 +10%
ZB
394
Zions Bancorporation
Utah
$1.26M -$89.1K -1,089 -7%
Brown Advisory
395
Brown Advisory
Maryland
$1.26M +$4.25K +52 +0.3%
KMWM
396
Keudell/Morrison Wealth Management
Oregon
$1.25M -$44.9K -549 -3%
FA
397
FDx Advisors
Illinois
$1.24M -$654 -8 -0.1%
CCG
398
Cypress Capital Group
Florida
$1.24M -$62.9K -770 -5%
TCM
399
Telos Capital Management
California
$1.24M +$80.1K +980 +7%
SBA
400
Secrest Blakey & Associates
North Carolina
$1.23M +$93.5K +1,143 +8%
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