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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 %
SXL
501
Summit X LLC
Missouri
$477K -$16.1K -177 -3%
AIL
502
AGF Investments LLC
Ontario, Canada
$476K +$140K +1,548 +42%
HAG
503
HighPoint Advisor Group
Illinois
$474K -$5.47K -66 -1%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$472K -$4.08K -45 -0.9%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$470K +$815 +9 +0.2%
JSL
506
JT Stratford LLC
Georgia
$469K -$78.8K -869 -14%
ACS
507
Archford Capital Strategies
Illinois
$468K +$362 +4 +0.1%
DCM
508
Donaldson Capital Management
Indiana
$464K +$93.5K +1,031 +25%
WSCM
509
Wellington Shields Capital Management
New York
$462K – – –
SMC
510
Smith, Moore & Co
Missouri
$462K +$1.36K +15 +0.3%
FQ
511
First Quadrant
California
$461K – – –
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$455K -$30.3K -334 -6%
VIA
513
Vident Investment Advisory
Georgia
$455K +$16.3K +180 +4%
WS
514
Wedbush Securities
California
$455K +$49.6K +547 +12%
STMM
515
South Texas Money Management
Texas
$453K +$453K +4,995 New
KFS
516
Kurt F. Somerville
$452K – – –
AAM
517
Azzad Asset Management
Virginia
$452K +$452K +4,995 New
EW
518
Evoke Wealth
California
$435K +$435K +4,803 New
FPS
519
Fieldpoint Private Securities
Connecticut
$434K – – –
GT
520
Glenview Trust
Kentucky
$433K +$68.7K +757 +19%
APC
521
Aspire Private Capital
North Carolina
$427K -$400K -4,910 Closed
FHC
522
First Heartland Consultants
Missouri
$426K -$4.26K -47 -1%
GRP
523
Global Retirement Partners
California
$426K +$86.1K +950 +25%
CAM
524
Cresset Asset Management
Illinois
$423K +$40.4K +446 +11%
AWA
525
ARS Wealth Advisors
Florida
$418K -$81.6K -900 -16%
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