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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 %
AP
401
Advisor Partners
California
$1.21M +$129K +1,427 +12%
BWM
402
Bernicke Wealth Management
Wisconsin
$1.2M +$112K +1,236 +10%
WTC
403
WhitTier Trust Company
Nevada
$1.16M -$1.81K -20 -0.2%
SLF
404
Sun Life Financial
Ontario, Canada
$1.16M +$384K +4,234 +50%
SS
405
Simplicity Solutions
Minnesota
$1.14M -$306K -3,379 -21%
CG
406
Colony Group
Massachusetts
$1.13M +$108K +1,194 +11%
WGA
407
Weather Gauge Advisory
Virginia
$1.13M +$1.99K +22 +0.2%
AA
408
AlphaMark Advisors
Kentucky
$1.11M -$19K -210 -2%
HPC
409
Hobart Private Capital
North Carolina
$1.09M -$4.26K -47 -0.4%
CI
410
Cigna Investments
Connecticut
$1.07M +$59K +650 +6%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$1.07M +$54K +596 +5%
HIM
412
Hotaling Investment Management
Pennsylvania
$1.06M +$1.27K +14 +0.1%
WT
413
Whittier Trust
California
$1.03M +$18.4K +203 +2%
APA
414
American Portfolios Advisors
New York
$984K +$5.53K +61 +0.6%
DP
415
Dearborn Partners
Illinois
$980K -$148K -1,632 -13%
EWA
416
EP Wealth Advisors
California
$980K +$16K +176 +2%
WI
417
WrapManager Inc
California
$975K -$37.5K -414 -4%
NIM
418
Northeast Investment Management
Massachusetts
$973K +$265K +2,919 +37%
FC
419
Forte Capital
New York
$958K -$11.3K -125 -1%
APP
420
Avantax Planning Partners
Iowa
$952K +$74.2K +819 +8%
BC
421
Brinker Capital
Pennsylvania
$951K +$168K +1,856 +21%
SWP
422
Stratos Wealth Partners
Ohio
$950K -$135K -1,489 -12%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$940K +$32.6K +360 +4%
SPC
424
Sigma Planning Corp
Michigan
$927K -$7.98K -88 -0.9%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$923K -$70K -772 -7%
15 16
17
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