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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 %
BFEC
676
Benjamin F. Edwards & Company
Missouri
$155K -$8.88K -98 -5%
AIC
677
Ameritas Investment Company
Nebraska
$155K +$155K +1,710 New
HFM
678
Hartford Financial Management
Connecticut
$145K – – –
HI
679
Hudock Inc
Pennsylvania
$144K +$272 +3 +0.2%
QCIG
680
Quad-Cities Investment Group
Iowa
$144K +$546 +6 +0.4%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$136K – – –
VFA
682
Valeo Financial Advisors
Indiana
$135K +$80.1K +881 +146%
HPC
683
HM Payson & Co
Maine
$132K +$11.1K +123 +9%
ST
684
Smithfield Trust
Pennsylvania
$126K – – –
NL
685
NVWM LLC
Pennsylvania
$126K – – –
TCOV
686
Trust Company of Vermont
Vermont
$124K +$9.07K +100 +8%
WAM
687
Wolverine Asset Management
Illinois
$121K +$121K +1,343 New
SCA
688
Stonebridge Capital Advisors
Minnesota
$119K -$37K -410 -24%
OSNBOA
689
Old Second National Bank of Aurora
Illinois
$116K -$9.04K -100 -7%
PK
690
Pflug Koory
Nebraska
$113K – – –
GLI
691
Guardian Life Insurance
New York
$107K +$5.99K +66 +6%
CCM
692
Covington Capital Management
California
$104K +$3K +33 +3%
M
693
Mirova
France
$104K +$9.34K +103 +10%
KTC
694
Kistler-Tiffany Companies
Pennsylvania
$103K -$7.14K -79 -6%
RIA
695
Realta Investment Advisors
Delaware
$101K -$1.17K -13 -1%
CAC
696
Certified Advisory Corp
Florida
$93K +$90 +1 +0.1%
SFSIG
697
San Francisco Sentry Investment Group
California
$91K – – –
MCA
698
Mercer Capital Advisers
New Jersey
$91K – – –
ARMT
699
Amica Retiree Medical Trust
Rhode Island
$89K – – –
HWA
700
Heritage Wealth Advisors
Virginia
$89K +$55.7K +615 +168%
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28
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