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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 %
LIA
426
LS Investment Advisors
Michigan
$917K +$23.7K +262 +3%
BI
427
Bramshill Investments
Florida
$914K +$10.3K +114 +1%
AAIM
428
American Assets Investment Management
California
$907K – – –
GBA
429
Garrison Bradford & Associates
New York
$893K -$54.4K -600 -6%
GWM
430
Geneos Wealth Management
Colorado
$893K -$44.8K -496 -5%
HC
431
HNP Capital
New York
$888K +$78.6K +861 +10%
VRM
432
Vectors Research Management
New York
$882K +$78.1K +861 +10%
NA
433
NewEdge Advisors
Louisiana
$876K +$179K +1,962 +26%
WIA
434
Wealthstreet Investment Advisors
Texas
$868K – – –
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K +$101K +1,116 +13%
GAM
436
Griffin Asset Management
New York
$852K +$28.5K +314 +3%
Verition Fund Management
437
Verition Fund Management
Connecticut
$842K +$842K +9,287 New
HH
438
Hilltop Holdings
Texas
$838K +$191K +2,106 +29%
IWM
439
IHT Wealth Management
Illinois
$838K +$221K +2,464 +36%
AAS
440
Avantax Advisory Services
Texas
$832K +$20.9K +231 +3%
FCI
441
Financial Counselors Inc
Kansas
$832K +$80.3K +885 +11%
ATC
442
Argent Trust Co
Tennessee
$827K +$28.7K +316 +4%
LFAS
443
Level Four Advisory Services
Texas
$826K -$60.2K -664 -7%
ST
444
Sabal Trust
Florida
$825K – – –
CIC
445
Carnegie Investment Counsel
Ohio
$824K +$47.5K +524 +6%
VCA
446
Verdence Capital Advisors
Maryland
$818K -$29.9K -330 -4%
ECM
447
Everence Capital Management
Indiana
$816K – – –
EWM
448
Evercore Wealth Management
New York
$808K +$50.1K +553 +7%
ACM
449
AlphaCrest Capital Management
New York
$798K +$798K +8,800 New
SFG
450
Summit Financial Group
West Virginia
$796K -$144K -1,586 -15%
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