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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 %
CT
601
Clearstead Trust
Maine
$276K – – –
HI
602
Horizon Investments
North Carolina
$275K -$452K -5,038 -62%
GLA
603
Great Lakes Advisors
Illinois
$275K +$275K +3,032 New
S
604
SignatureFD
Georgia
$273K +$25.5K +281 +10%
DAC
605
Dividend Assets Capital
South Carolina
$272K – – –
TNB
606
Thomasville National Bank
Georgia
$264K +$5.79K +64 +2%
SS
607
Sunbelt Securities
Texas
$264K +$264K +2,911 New
IB
608
Intrust Bank
Kansas
$262K -$9.79K -108 -4%
BCM
609
BTR Capital Management
California
$261K -$4.63K -51 -2%
ONB
610
Old National Bancorp
Indiana
$261K +$9.09K +100 +4%
OIA
611
Optimum Investment Advisors
Illinois
$260K +$14K +155 +6%
MIM
612
Moseley Investment Management
Florida
$259K -$19.4K -214 -7%
GLA
613
Good Life Advisors
Pennsylvania
$259K -$12.1K -131 -4%
BHWM
614
Bay Harbor Wealth Management
Maryland
$256K -$7.33K -80 -3%
GIA
615
Gladstone Institutional Advisory
Florida
$252K -$15.2K -168 -6%
WIC
616
Woodmont Investment Counsel
Tennessee
$251K – – –
QCG
617
Quadrant Capital Group
Ohio
$246K +$6.21K +71 +3%
CFA
618
Carroll Financial Associates
North Carolina
$244K -$90 -1 -0%
Lazard Asset Management
619
Lazard Asset Management
New York
$244K – – –
LC
620
LCNB Corp
Ohio
$244K +$16.6K +183 +7%
Capital Fund Management (CFM)
621
Capital Fund Management (CFM)
France
$244K +$244K +2,691 New
CC
622
Courier Capital
New York
$243K -$15.6K -171 -6%
AF
623
Advisornet Financial
Minnesota
$243K +$20.2K +223 +9%
WF
624
Welch & Forbes
Massachusetts
$240K – – –
BCI
625
Brinker Capital Investments
Pennsylvania
$238K -$4.36K -48 -2%
23 24
25
26 27