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Welltower
WELL

Overview Fund Activity

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$403M
2
Morgan Stanley
2
Morgan Stanley
New York
$654M
3
Invesco
3
Invesco
Georgia
$453M
4
American Century Companies
4
American Century Companies
Missouri
$602M
5
BlackRock
5
BlackRock
New York
$3.45B

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.22B
2
Deutsche Bank
2
Deutsche Bank
Germany
$188M
3
Swedbank
3
Swedbank
Sweden
$41.8M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$133M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
501
Capital Investment Advisory Services
North Carolina
$563K -$36.1K -442 -6%
AIP
502
Ameritas Investment Partners
Nebraska
$562K -$24.5K -300 -4%
HAM
503
Highstreet Asset Management
Ontario, Canada
$562K +$278K +3,398 +98%
VVP
504
Venture Visionary Partners
Ohio
$562K +$562K +6,873 New
AMI
505
Amica Mutual Insurance
Rhode Island
$559K – – –
ARMC
506
American Research & Management Company
Massachusetts
$552K – – –
CPIA
507
Cornell Pochily Investment Advisors
New York
$548K +$2.94K +36 +0.5%
WRM
508
Weybosset Research & Management
Rhode Island
$544K – – –
LNB
509
Ledyard National Bank
$541K -$19K -232 -3%
GBT
510
Grove Bank & Trust
Florida
$533K -$9.9K -121 -2%
MMG
511
Monetary Management Group
Missouri
$525K – – –
DCM
512
Donaldson Capital Management
Indiana
$515K +$96.4K +1,178 +23%
SP
513
Symmetry Partners
Connecticut
$511K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$509K -$327 -4 -0.1%
HIC
515
Holderness Investments Company
North Carolina
$492K +$16.3K +200 +3%
MME
516
Meag Munich Ergo
Germany
$490K -$1.69M -20,858 -78%
IRF
517
IBM Retirement Fund
New York
$490K -$19.7K -241 -4%
KWM
518
Kingsview Wealth Management
Oregon
$489K -$7.11K -87 -1%
CI
519
Conning Inc
Connecticut
$486K +$3.27K +40 +0.7%
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$483K +$655 +8 +0.1%
VWA
521
Visionary Wealth Advisors
Illinois
$474K +$474K +5,801 New
MAFM
522
Mid Atlantic Financial Management
Pennsylvania
$472K +$7.68K +94 +2%
RFC
523
Regions Financial Corp
Alabama
$471K +$28.6K +350 +6%
MWP
524
MYCIO Wealth Partners
Pennsylvania
$471K +$471K +5,760 New
MERSOM
525
Municipal Employees' Retirement System of Michigan
Michigan
$469K +$4.9K +60 +1%
19 20
21
22 23