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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 %
MRCM
776
M&R Capital Management
New Jersey
$12K – – –
WC
777
Weil Company
California
$12K +$12K +136 New
TWA
778
TCI Wealth Advisors
Arizona
$11K – – –
THWM
779
Taylor Hoffman Wealth Management
Virginia
$11K – – –
FGAM
780
Financial Gravity Asset Management
Texas
$10K -$5.78K -67 -37%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$10K – – –
CI
782
CX Institutional
Indiana
$10K +$702 +8 +8%
Canada Pension Plan Investment Board
783
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$11.4M -127,805 -100%
FRA
784
Front Row Advisors
California
$9K -$459 -5 -5%
IAS
785
IMA Advisory Services
Colorado
$9K – – –
CHC
786
City Holding Co
West Virginia
$9K +$4.5K +50 +100%
CBT
787
Capital Bank & Trust
California
$9K +$9K +98 New
EI
788
Ellevest Inc
New York
$9K +$9K +100 New
SBL
789
Sargent Bickham Lagudis
Colorado
$9K +$9K +100 New
LFG
790
Larson Financial Group
Missouri
$9K +$9K +100 New
KWA
791
KCS Wealth Advisory
California
$8.61K +$8.61K +95 New
AWM
792
Avior Wealth Management
Nebraska
$8K – – –
GWAG
793
Garrett Wealth Advisory Group
Texas
$5.89K +$5.89K +65 New
ECM
794
EII Capital Management
New York
$5.82K +$991 +10,935 +21%
UB
795
UMB Bank
Missouri
$5.8K +$168 +1,852 +3%
WCG
796
Weaver Consulting Group
California
$5K – – –
TFO
797
Tarbox Family Office
California
$5K – – –
NIC
798
Northwest Investment Counselors
Oregon
$5K +$5K +50 New
BFC
799
Bedel Financial Consulting
Indiana
$4K – – –
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
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