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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 %
LWA
751
Lenox Wealth Advisors
New York
$24K -$2.63K -29 -10%
EARNEST Partners
752
EARNEST Partners
Georgia
$23K – – –
IRC
753
Investors Research Corp
Georgia
$23K – – –
BC
754
Bartlett & Co
Ohio
$22K -$27.8K -303 -56%
PFGIA
755
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$274 -3 -1%
DAM
756
Delta Asset Management
Tennessee
$22K – – –
SIM
757
Sonora Investment Management
Arizona
$22K – – –
BCWM
758
Bartlett & Co Wealth Management
Ohio
$21.8K -$27.5K -303 -56%
CTB
759
Country Trust Bank
Illinois
$21K -$4.53K -49 -18%
SSB
760
Sandy Spring Bank
Maryland
$21K – – –
MSFP
761
Mark Sheptoff Financial Planning
Connecticut
$21K +$11.9K +130 +130%
AP
762
Advisors Preferred
Maryland
$21K +$21K +234 New
BL
763
Balentine LLC
Georgia
$20K – – –
PMFA
764
Plante Moran Financial Advisors
Michigan
$20K – – –
BAMCO Inc
765
BAMCO Inc
New York
$20K +$6.48K +70 +48%
SWA
766
Sutton Wealth Advisors
Florida
$18.4K – – –
VNA
767
Valley National Advisers
Pennsylvania
$18K – – –
CB
768
Community Bank
New York
$18K – – –
1IA
769
1834 Investment Advisors
Wisconsin
$18K +$18K +202 New
GAM
770
Gemmer Asset Management
California
$17K – – –
ME
771
McIlrath & Eck
Washington
$17K – – –
LWA
772
Lowe Wealth Advisors
Maryland
$16K – – –
GWS
773
Glassman Wealth Services
Virginia
$15K – – –
IFAM
774
Institutional & Family Asset Management
Colorado
$15K +$3.8K +42 +34%
SWM
775
Selective Wealth Management
Virginia
$13K +$13K +140 New
29 30
31
32 33