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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 %
CDIA
726
Capital Directions Investment Advisors
Georgia
$45K +$45K +500 New
RA
727
Rational Advisors
New York
$43K -$25.7K -284 -37%
EFSCE
728
Enterprise Financial Services Corp (EFSC)
Missouri
$43K – – –
FCA
729
FinTrust Capital Advisors
South Carolina
$42K +$30.7K +339 +271%
GTAM
730
Global Trust Asset Management
Florida
$41K -$1.29M -14,129 -97%
NIM
731
NuWave Investment Management
New Jersey
$39K -$149K -1,623 -79%
BWM
732
BerganKDV Wealth Management
Minnesota
$39K +$39K +425 New
DOA
733
D'Orazio & Associates
Virginia
$37K +$37K +405 New
MCM
734
MV Capital Management
Maryland
$36K – – –
Rockefeller Capital Management
735
Rockefeller Capital Management
New York
$35K -$28.6K -315 -45%
TCM
736
Tradewinds Capital Management
Washington
$35K -$3.82K -42 -10%
GWMIA
737
Global Wealth Management Investment Advisory
Florida
$34K -$1.17K -13 -3%
WAS
738
Winch Advisory Services
Wisconsin
$34K +$274 +3 +0.8%
GEA
739
Glen Eagle Advisors
New Jersey
$33.7K +$91 +1 +0.3%
SCM
740
Silvant Capital Management
Georgia
$32K -$6.99K -76 -18%
EIP
741
Ellis Investment Partners
Pennsylvania
$32K +$263 +3 +0.8%
JFA
742
JNBA Financial Advisors
Minnesota
$31K – – –
MAM
743
Meeder Asset Management
Ohio
$31K +$6.16K +69 +25%
MGIA
744
Moneta Group Investment Advisors
Missouri
$31K +$31K +342 New
LWS
745
Lucia Wealth Services
California
$29K – – –
WPA
746
West Paces Advisors
Georgia
$27.6K – – –
CL
747
CSS LLC
Illinois
$27K -$1.51M -16,700 -98%
HGWM
748
Harvest Group Wealth Management
Massachusetts
$27K – – –
SB
749
Strategic Blueprint
Georgia
$27K +$27K +300 New
AAP
750
Arax Advisory Partners
Colorado
$26K +$269 +3 +1%
28 29
30
31 32