WELL icon

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 %
SVWAG
551
Sound View Wealth Advisors Group
Georgia
$364K -$29.5K -325 -7%
CCA
552
Checchi Capital Advisers
California
$363K +$33K +364 +10%
IIM
553
Ipswich Investment Management
Massachusetts
$362K -$6.34K -70 -2%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$359K +$10.6K +117 +3%
ANRIA
555
American National Registered Investment Advisor
Texas
$358K – – –
SFA
556
Sequoia Financial Advisors
Ohio
$355K -$22.3K -246 -6%
BBHC
557
Brown Brothers Harriman & Co
New York
$354K +$171K +1,888 +94%
BG
558
Bahl & Gaynor
Ohio
$352K – – –
TLP
559
Trinity Legacy Partners
Texas
$352K +$352K +3,840 New
NL
560
NWAM LLC
Washington
$351K -$20.6K -227 -6%
RIA
561
Regal Investment Advisors
Michigan
$349K +$5.53K +61 +2%
BRWM
562
B. Riley Wealth Management
Tennessee
$349K +$11.4K +126 +3%
CCB
563
Cutter & Co Brokerage
Missouri
$349K +$52.9K +584 +18%
EWA
564
ERTS Wealth Advisors
Michigan
$348K -$44K -485 -11%
FLPIM
565
F.L. Putnam Investment Management
Massachusetts
$345K +$338K +3,738 +5,192%
WCM
566
Weld Capital Management
New York
$345K +$345K +3,807 New
CFD
567
Creative Financial Designs
Indiana
$343K +$46.6K +518 +16%
CG
568
CFO4Life Group
Texas
$340K -$55.2K -609 -14%
BHA
569
Beech Hill Advisors
New York
$340K – – –
HIS
570
Harvest Investment Services
Illinois
$340K +$6.52K +73 +2%
Cetera Investment Advisers
571
Cetera Investment Advisers
Illinois
$336K +$36.7K +404 +12%
CFB
572
Cullen/Frost Bankers
Texas
$331K -$6.98K -77 -2%
CGL
573
Clarius Group LLC
Washington
$331K +$14.9K +164 +5%
CTA
574
Colonial Trust Advisors
South Carolina
$331K +$22.7K +250 +7%
KFC
575
Klingenstein Fields & Co
New York
$330K -$5.98K -66 -2%
21 22
23
24 25