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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 %
PWP
801
Personal Wealth Partners
Minnesota
$4K +$1.67K +20 +71%
Kayne Anderson Rudnick Investment Management
802
Kayne Anderson Rudnick Investment Management
California
$3K – – –
BAM
803
Barrett Asset Management
New York
$3K – – –
IF
804
Ironwood Financial
Arizona
$3K – – –
RIA
805
RPG Investment Advisory
California
$2K – – –
FPFS
806
First Personal Financial Services
North Carolina
$2K – – –
TFA
807
Transamerica Financial Advisors
Florida
$2K +$1.54K +10 +333%
FEM
808
Fulcrum Equity Management
Texas
$2K +$2K +25 New
GT
809
Glenmede Trust
Pennsylvania
$1.11K +$13 +148 +1%
RFA
810
Reilly Financial Advisors
California
$1K – – –
CAGAS
811
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
WWM
812
Willingdon Wealth Management
North Carolina
$1K +$1K +8 New
BC
813
Barnett & Company
Tennessee
$1K +$1K +16 New
SWP
814
Strategic Wealth Partners
Ohio
$89 – – –
BC
815
Brookfield Corp
Ontario, Canada
– -$169M -2,073,019 Closed
SRAM
816
Stone Ridge Asset Management
New York
– -$11.9M -146,000 Closed
TG
817
TCW Group
California
– -$8.52M -104,515 Closed
KWILP
818
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$7.31M -89,679 Closed
MSV
819
MN Services Vermogensbeheer
Netherlands
– -$5.26M -64,559 Closed
Nomura Holdings
820
Nomura Holdings
Japan
– -$4.82M -58,949 Closed
DekaBank Deutsche Girozentrale
821
DekaBank Deutsche Girozentrale
Germany
– -$4.29M -51,413 Closed
CBOA
822
Commonwealth Bank of Australia
Australia
– -$3.19M -39,149 Closed
LCAM
823
London & Capital Asset Management
United Kingdom
– -$3.11M -38,123 Closed
BAM
824
Blueshift Asset Management
New Jersey
– -$1.65M -20,205 Closed
ACM
825
Alethea Capital Management
Washington
– -$1.03M -12,678 Closed
31 32
33
34 35