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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 %
WBG
626
Wharton Business Group
Pennsylvania
$232K – – –
TC
627
Telemus Capital
Michigan
$232K +$15.3K +169 +7%
HW
628
Hancock Whitney
Mississippi
$229K -$11K -121 -5%
WP
629
WealthSource Partners
California
$228K -$42.3K -466 -16%
SFG
630
SNS Financial Group
Minnesota
$226K -$40.3K -445 -15%
TCM
631
Tuttle Capital Management
Connecticut
$225K -$954K -10,642 -81%
AT
632
Arden Trust
Delaware
$225K -$7.35K -81 -3%
EMG
633
ETF Managers Group
New Jersey
$223K -$2.98K -33 -1%
AUB
634
Atlantic Union Bankshares
Virginia
$222K -$27.2K -300 -11%
JIC
635
Johnson Investment Counsel
Ohio
$221K -$9.24K -102 -4%
SSA
636
Schonfeld Strategic Advisors
New York
$220K +$220K +2,431 New
CFGS
637
Concourse Financial Group Securities
Alabama
$219K -$468K -5,164 -68%
RHBC
638
R.H. Bluestein & Co
Michigan
$218K +$218K +2,400 New
HBT
639
Hills Bank & Trust
Iowa
$218K +$218K +2,411 New
TAM
640
Tiverton Asset Management
Delaware
$217K – – –
BCM
641
BTC Capital Management
Iowa
$217K +$217K +2,390 New
IFWM
642
Institute for Wealth Management
Colorado
$216K -$20.6K -228 -9%
FHA
643
Flagship Harbor Advisors
Massachusetts
$215K -$13.4K -148 -6%
LNC
644
Lincoln National Corp
Pennsylvania
$214K +$214K +2,356 New
FT
645
Fiduciary Trust
Massachusetts
$214K +$214K +2,357 New
RWA
646
Redhawk Wealth Advisors
Minnesota
$213K -$55.3K -610 -21%
PA
647
Parallel Advisors
California
$213K +$42.1K +464 +25%
SMH
648
Sanders Morris Harris
Texas
$213K +$213K +2,350 New
MIFH
649
Migdal Insurance & Financial Holdings
Israel
$212K +$33.3K +368 +19%
PCM
650
Penserra Capital Management
California
$212K +$76K +849 +56%
24 25
26
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