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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
$543M
2
DZ Bank
DZ Bank
Germany
$152M
3
Morgan Stanley
Morgan Stanley
New York
$520M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.18B
2
BC
Brookfield Corp
Ontario, Canada
$0
3
Invesco
Invesco
Georgia
$369M
4
Deutsche Bank
Deutsche Bank
Germany
$347M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
701
Capital Analysts LLC
Pennsylvania
$87K -$899 -10 -1%
TC
702
Truvestments Capital
Florida
$84K +$8.43K +93 +11%
PCG
703
Private Capital Group
Connecticut
$80K +$5.16K +57 +7%
AIM
704
AIA Investment Management
Singapore
$80K +$80K +880 New
TC
705
Trust Company
Kansas
$77K – – –
CPA
706
Clear Perspective Advisors
Illinois
$73K – – –
WB
707
Webster Bank
Connecticut
$73K +$51.4K +570 +238%
CIA
708
CSat Investment Advisory
Michigan
$68K +$4.35K +48 +7%
FANJ
709
Financial Architects (New Jersey)
New Jersey
$68K +$4.62K +51 +7%
ClearBridge Investments
710
ClearBridge Investments
New York
$63K +$2.89K +32 +5%
GSWM
711
Golden State Wealth Management
California
$63K +$3.61K +40 +6%
CI Investments Inc
712
CI Investments Inc
Ontario, Canada
$63K +$63K +695 New
JCM
713
Jacobi Capital Management
Pennsylvania
$62K +$6.81K +75 +12%
BCA
714
Berman Capital Advisors
Georgia
$59K +$90 +1 +0.2%
OAJ
715
Ogorek Anthony Joseph
New York
$58K -$8.03K -90 -12%
ADL
716
Asset Dedication LLC
California
$51K -$13.5K -148 -21%
BWA
717
BDO Wealth Advisors
Florida
$51K – – –
PB
718
Pinnacle Bancorp
Nebraska
$49K – – –
GI
719
Gradient Investments
Minnesota
$48K +$2.56K +28 +6%
TFS
720
TrustCore Financial Services
Tennessee
$47K – – –
AA
721
Advisory Alpha
Michigan
$46K +$46K +504 New
SIS
722
Sound Income Strategies
Florida
$46K – – –
HCM
723
Highlander Capital Management
New Jersey
$45K – – –
CFG
724
Citizens Financial Group
Rhode Island
$45K +$10.1K +111 +29%
NSIM
725
North Star Investment Management
Illinois
$45K +$45K +500 New
27 28
29
30 31