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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 %
WRM
476
Weybosset Research & Management
Rhode Island
$603K – – –
GBT
477
Grove Bank & Trust
Florida
$601K +$45.9K +507 +8%
MMG
478
Monetary Management Group
Missouri
$582K +$86.1K +950 +17%
FHB
479
First Hawaiian Bank
Hawaii
$581K -$25.4K -280 -4%
PIA
480
Piedmont Investment Advisors
North Carolina
$572K +$26.7K +294 +5%
SP
481
Symmetry Partners
Connecticut
$566K -$146K -1,607 -20%
PFBT
482
Parkside Financial Bank & Trust
Missouri
$565K -$50.8K -560 -8%
IRF
483
IBM Retirement Fund
New York
$564K -$6.25K -69 -1%
CP
484
Camelot Portfolios
Ohio
$552K -$179K -1,979 -25%
CC
485
ClearArc Capital
Ohio
$552K +$4.71K +52 +0.9%
KWM
486
Kingsview Wealth Management
Oregon
$550K +$170K +1,882 +45%
SC
487
Scotia Capital
Ontario, Canada
$547K -$13.7K -151 -2%
CI
488
Conning Inc
Connecticut
$535K +$9.16K +101 +2%
WAM
489
Wealthspire Advisors (Maryland)
Maryland
$534K +$8.43K +93 +2%
HIC
490
Holderness Investments Company
North Carolina
$528K +$22.7K +250 +4%
MAFM
491
Mid Atlantic Financial Management
Pennsylvania
$515K +$7.71K +85 +2%
MERSOM
492
Municipal Employees' Retirement System of Michigan
Michigan
$515K +$29.9K +330 +6%
GVAG
493
Great Valley Advisor Group
Delaware
$506K +$134K +1,471 +36%
MC
494
Moors & Cabot
Massachusetts
$505K +$18.3K +203 +4%
IA
495
IFG Advisory
Georgia
$501K -$39.2K -433 -7%
CNBT
496
Canandaigua National Bank & Trust
New York
$500K -$56.7K -625 -10%
AIM
497
Anchor Investment Management
South Carolina
$499K – – –
FMC
498
First Merchants Corp
Indiana
$494K +$236K +2,608 +92%
9WM
499
9258 Wealth Management
Ohio
$492K +$453 +5 +0.1%
RFC
500
Regions Financial Corp
Alabama
$491K -$17.6K -194 -3%
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