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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 %
WorldQuant Millennium Advisors
451
WorldQuant Millennium Advisors
New York
$785K +$42.7K +471 +6%
Los Angeles Capital Management
452
Los Angeles Capital Management
California
$784K +$317K +3,500 +68%
RMCM
453
Reynders McVeigh Capital Management
Massachusetts
$769K -$45.7K -504 -6%
PI
454
Putnam Investments
Massachusetts
$754K -$22.4K -247 -3%
PAM
455
Panagora Asset Management
Massachusetts
$739K -$37.9K -418 -5%
SBIA
456
Sheaff Brock Investment Advisors
Indiana
$722K -$11.7K -129 -2%
GT
457
Greenleaf Trust
Michigan
$717K +$19.5K +215 +3%
SIAP
458
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$714K – – –
SAM
459
Strategy Asset Managers
California
$712K +$712K +7,854 New
FMBTD
460
First Midwest Bank Trust Division
Illinois
$702K -$38.9K -429 -5%
AIA
461
Armor Investment Advisors
North Carolina
$702K +$15.9K +175 +2%
DWT
462
Dorsey & Whitney Trust
South Dakota
$702K +$104K +1,145 +17%
TRCT
463
Tower Research Capital (TRC)
New York
$700K -$1.53M -16,929 -69%
PWW
464
Pettyjohn Wood & White
Virginia
$700K -$13.6K -150 -2%
ABC
465
Associated Banc-Corp
Wisconsin
$686K +$70.4K +777 +11%
CIAS
466
Capital Investment Advisory Services
North Carolina
$664K -$9.06K -100 -1%
Man Group
467
Man Group
United Kingdom
$656K -$658K -7,256 -50%
PAMG
468
Patton Albertson Miller Group
Tennessee
$654K – – –
AIP
469
Ameritas Investment Partners
Nebraska
$650K -$14.1K -156 -2%
BMA
470
Brooks Moore & Associates
Tennessee
$630K -$172K -1,900 -21%
CAG
471
Csenge Advisory Group
Florida
$629K +$42.9K +474 +7%
LNB
472
Ledyard National Bank
$621K – – –
AMI
473
Amica Mutual Insurance
Rhode Island
$620K – – –
ARMC
474
American Research & Management Company
Massachusetts
$612K – – –
CPIA
475
Cornell Pochily Investment Advisors
New York
$605K -$5.17K -57 -0.8%
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