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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 %
Cetera Investment Advisers
601
Cetera Investment Advisers
Illinois
$297K -$3.66K -45 -1%
KA
602
Kintegral Advisory
New York
$297K – – –
CGL
603
Clarius Group LLC
Washington
$296K -$13.7K -161 -4%
BCP
604
Berkeley Capital Partners
Georgia
$296K +$6.96K +85 +2%
SB
605
Simmons Bank
Arkansas
$296K +$42.5K +520 +17%
TSS
606
Two Sigma Securities
New York
$296K +$296K +3,619 New
ACA
607
Atlas Capital Advisors
Wyoming
$294K +$23.1K +283 +9%
EWA
608
ERTS Wealth Advisors
Michigan
$291K -$22.9K -280 -7%
GHAM
609
Gilman Hill Asset Management
Connecticut
$291K – – –
WTB
610
Washington Trust Bank
Washington
$289K – – –
NIT
611
NumerixS Investment Technologies
British Columbia, Canada
$286K +$286K +3,501 New
WPP
612
Whalerock Point Partners
Rhode Island
$285K -$69.6K -850 -20%
KFC
613
Klingenstein Fields & Co
New York
$285K -$13K -159 -4%
MW
614
Marcum Wealth
Ohio
$284K +$284K +3,473 New
CCIA
615
Campbell & Co Investment Adviser
Maryland
$283K +$283K +3,458 New
SVWAG
616
Sound View Wealth Advisors Group
Georgia
$282K -$46.3K -566 -14%
KFGK
617
Keystone Financial Group (Kentucky)
Kentucky
$282K – – –
SLG
618
Stanley-Laman Group
Pennsylvania
$281K +$281K +3,436 New
EFS
619
Essex Financial Services
Connecticut
$280K +$16.4K +200 +6%
SFS
620
Sowell Financial Services
Arkansas
$278K +$1.56K +19 +0.6%
FHB
621
First Hawaiian Bank
Hawaii
$277K -$247K -3,021 -47%
PP
622
Parplus Partners
New York
$277K +$277K +3,384 New
BWP
623
Bernardo Wealth Planning
Pennsylvania
$275K -$12.1K -148 -4%
HIC
624
Hartline Investment Corp
Illinois
$275K – – –
BIM
625
Bridges Investment Management
Nebraska
$274K -$14.6K -179 -5%
23 24
25
26 27