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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 %
JSC
776
Jackson Square Capital
California
$29K 349 +349 New
JFA
777
JNBA Financial Advisors
Minnesota
$28K 344 – –
SCM
778
Silvant Capital Management
Georgia
$28K 348 – –
RCA
779
Ranch Capital Advisors
Florida
$28K 339 +339 New
SMFS
780
Squar Milner Financial Services
California
$27K 337 +337 New
GWMIA
781
Global Wealth Management Investment Advisory
Florida
$26K 315 -62 -16%
PVH
782
Psagot Value Holdings
Israel
$25K 300 +300 New
WPA
783
West Paces Advisors
Georgia
$24.9K 305 – –
HGWM
784
Harvest Group Wealth Management
Massachusetts
$24K 300 – –
AAP
785
Arax Advisory Partners
Colorado
$24K 293 +3 +1%
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$23K 279 +38 +16%
IRC
787
Investors Research Corp
Georgia
$21K 251 – –
DAM
788
Delta Asset Management
Tennessee
$20K 242 – –
EARNEST Partners
789
EARNEST Partners
Georgia
$20K 250 – –
CB
790
Community Bank
New York
$20K 248 +48 +24%
BC
791
Barnett & Company
Tennessee
$20K 240 +224 +1,400%
RWA
792
Ropes Wealth Advisors
Massachusetts
$20K 250 +250 New
RA
793
Rational Advisors
New York
$19K 235 -240 -51%
NIM
794
NuWave Investment Management
New Jersey
$19K 235 -190 -45%
SSB
795
Sandy Spring Bank
Maryland
$19K 236 – –
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$19K 230 – –
PMFA
797
Plante Moran Financial Advisors
Michigan
$18K 223 – –
OSAM
798
O'Shaughnessy Asset Management
Connecticut
$18K 218 +218 New
RMAM
799
Raab & Moskowitz Asset Management
New Jersey
$18K 225 +225 New
FP
800
Financial Perspectives
Minnesota
$17.7K 216 +216 New
30 31
32
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