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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
ACM
4
AEW Capital Management
Massachusetts
$120M
5
American Century Companies
5
American Century Companies
Missouri
$602M

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 %
PB
751
Pinnacle Bancorp
Nebraska
$45K 545 – –
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$43K 528 +488 +1,220%
TFS
753
TrustCore Financial Services
Tennessee
$42K 514 – –
CDIA
754
Capital Directions Investment Advisors
Georgia
$41K 500 – –
NSIM
755
North Star Investment Management
Illinois
$41K 500 – –
HCM
756
Highlander Capital Management
New Jersey
$41K 500 – –
SIS
757
Sound Income Strategies
Florida
$41K 505 – –
MWA
758
Moser Wealth Advisors
Washington
$41K 504 +504 New
CHAM
759
Clear Harbor Asset Management
Connecticut
$40.9K 500 +500 New
EFSCE
760
Enterprise Financial Services Corp (EFSC)
Missouri
$40K 484 – –
GI
761
Gradient Investments
Minnesota
$39K 476 -49 -9%
TT
762
TI-Trust
Illinois
$39K 476 +476 New
AA
763
Advisory Alpha
Michigan
$38.4K 457 -47 -9%
FCA
764
FinTrust Capital Advisors
South Carolina
$38K 464 – –
EI
765
Ellevest Inc
New York
$38K 463 +363 +363%
GTAM
766
Global Trust Asset Management
Florida
$37K 450 – –
BWA
767
BDO Wealth Advisors
Florida
$36K 441 -125 -22%
BCWM
768
Bartlett & Co Wealth Management
Ohio
$36K 440 +200 +83%
CG
769
Cutler Group
California
$35K 433 +433 New
CFFP
770
Center for Financial Planning
Michigan
$35K 433 +433 New
MCM
771
MV Capital Management
Maryland
$33K 400 – –
DOA
772
D'Orazio & Associates
Virginia
$33K 405 – –
TCM
773
Tradewinds Capital Management
Washington
$32K 388 +3 +0.8%
WAS
774
Winch Advisory Services
Wisconsin
$31K 376 +4 +1%
EIP
775
Ellis Investment Partners
Pennsylvania
$29K 369 +4 +1%
29 30
31
32 33