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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 %
IA
526
IFP Advisors
Florida
$417K +$417K +4,617 New
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$413K – – –
TMAM
528
Tokio Marine Asset Management
Japan
$412K +$412K +4,544 New
CHA
529
Carmichael Hill & Associates
Maryland
$411K +$2.54K +28 +0.6%
PIA
530
Pinion Investment Advisors
Kansas
$410K -$25K -276 -6%
SWM
531
SeaCrest Wealth Management
New York
$409K -$29.2K -322 -7%
B
532
Bailard
California
$407K – – –
LS
533
Livforsakringsbolaget Skandia
Sweden
$403K – – –
SRC
534
Shufro Rose & Co
New York
$402K – – –
CCM
535
Cadence Capital Management
Massachusetts
$401K -$3.53K -39 -0.9%
IEFM
536
IQ EQ Fund Management
Ireland
$396K -$272K -3,000 -41%
LAIC
537
Lederer & Associates Investment Counsel
California
$396K -$2.72K -30 -0.7%
BFC
538
Blue Fin Capital
Rhode Island
$395K – – –
WPP
539
Whalerock Point Partners
Rhode Island
$393K – – –
OWA
540
Outlook Wealth Advisors
Texas
$392K -$56.7K -626 -13%
DC
541
Davenport & Co
Virginia
$390K -$4.32K -53 -1%
IHL
542
Investment House LLC
California
$385K – – –
Bessemer Group
543
Bessemer Group
New Jersey
$380K +$82.8K +913 +28%
DBRC
544
D.B. Root & Company
Pennsylvania
$379K -$1.09K -12 -0.3%
ACM
545
Allred Capital Management
Texas
$377K -$17.3K -194 -4%
BP
546
Ballentine Partners
Massachusetts
$372K -$453 -5 -0.1%
SRSA
547
S.R. Schill & Associates
Washington
$371K – – –
First Manhattan
548
First Manhattan
New York
$368K +$368K +4,067 New
CWM
549
Campbell Wealth Management
Virginia
$367K – – –
PCS
550
Personal CFO Solutions
New Jersey
$366K +$366K +4,043 New
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