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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 %
KA
576
Kintegral Advisory
New York
$329K – – –
SIA
577
Strategic Investment Advisors
Michigan
$324K +$23.1K +255 +8%
TW
578
TrinityPoint Wealth
Connecticut
$324K +$324K +3,729 New
GHAM
579
Gilman Hill Asset Management
Connecticut
$323K -$12.7K -140 -4%
BIM
580
Bridges Investment Management
Nebraska
$320K – – –
WTB
581
Washington Trust Bank
Washington
$320K – – –
BCP
582
Berkeley Capital Partners
Georgia
$320K +$320K +3,530 New
BWP
583
Bernardo Wealth Planning
Pennsylvania
$319K -$8.88K -98 -3%
HAM
584
Highstreet Asset Management
Ontario, Canada
$315K -$70.2K -774 -18%
FI
585
FormulaFolio Investments
Michigan
$315K +$315K +3,477 New
KFGK
586
Keystone Financial Group (Kentucky)
Kentucky
$313K +$12.2K +135 +4%
ACG
587
Allen Capital Group
Nebraska
$311K – – –
SFS
588
Sowell Financial Services
Arkansas
$306K +$306K +3,375 New
HIC
589
Hartline Investment Corp
Illinois
$305K – – –
ACA
590
Atlas Capital Advisors
Wyoming
$300K +$54.3K +599 +22%
PFS
591
Prospera Financial Services
Texas
$295K -$34.7K -383 -11%
BI
592
Ballast Inc
Kentucky
$295K +$5.42K +60 +2%
EFS
593
Essex Financial Services
Connecticut
$292K -$13.5K -149 -4%
CCP
594
Corient Capital Partners
California
$292K +$44.3K +489 +18%
AI
595
Atom Investors
Texas
$281K -$976K -10,781 -78%
FTIOP
596
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K -$5.98K -66 -2%
SB
597
Simmons Bank
Arkansas
$281K +$281K +3,100 New
SCM
598
Shelton Capital Management
Colorado
$280K – – –
BRWA
599
B. Riley Wealth Advisors
Florida
$280K +$15.2K +167 +6%
WC
600
Whitnell & Co
Illinois
$277K – – –
22 23
24
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