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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HFM
701
Hartford Financial Management
Connecticut
$131K 1,600 – –
BFEC
702
Benjamin F. Edwards & Company
Missouri
$129K 1,576 -135 -8%
AIM
703
AIA Investment Management
Singapore
$127K 1,548 +668 +76%
HDIM
704
Hanson & Doremus Investment Management
Vermont
$123K 1,500 – –
PA
705
PSI Advisors
Florida
$123K 1,515 +1,515 New
SCA
706
Stonebridge Capital Advisors
Minnesota
$115K 1,403 +86 +7%
CSS
707
Cubist Systematic Strategies
Connecticut
$114K 1,399 -45,216 -97%
NL
708
NVWM LLC
Pennsylvania
$114K 1,395 – –
ST
709
Smithfield Trust
Pennsylvania
$113K 1,385 – –
TCOV
710
Trust Company of Vermont
Vermont
$112K 1,367 – –
LFASL
711
Lugano Financial Advisors SA (LFA)
Switzerland
$106K 1,300 +1,300 New
OSNBOA
712
Old Second National Bank of Aurora
Illinois
$105K 1,283 – –
PK
713
Pflug Koory
Nebraska
$102K 1,250 – –
AF
714
Advisornet Financial
Minnesota
$99K 1,212 -1,465 -55%
GLI
715
Guardian Life Insurance
New York
$98K 1,195 +15 +1%
CCM
716
Covington Capital Management
California
$97K 1,187 +41 +4%
RIA
717
Realta Investment Advisors
Delaware
$96K 1,135 +16 +1%
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$94K 1,144 +5 +0.4%
BAM
719
Barrett Asset Management
New York
$92K 1,128 +1,100 +3,929%
WQ
720
Wealth Quarterback
New Jersey
$86.6K 4,530 +4,530 New
NFG
721
Next Financial Group
Texas
$86K 1,051 -1,254 -54%
CAC
722
Certified Advisory Corp
Florida
$84K 1,030 +1 +0.1%
MCA
723
Mercer Capital Advisers
New Jersey
$82K 1,000 – –
SFSIG
724
San Francisco Sentry Investment Group
California
$82K 1,003 – –
HWA
725
Heritage Wealth Advisors
Virginia
$81.4K 995 +13 +1%
27 28
29
30 31