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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 %
1IA
801
1834 Investment Advisors
Wisconsin
$17K 202 – –
LPWM
802
Lake Point Wealth Management
Texas
$17K 212 +212 New
SWA
803
Sutton Wealth Advisors
Florida
$16.6K 203 – –
VNA
804
Valley National Advisers
Pennsylvania
$16K 200 – –
GAM
805
Gemmer Asset Management
California
$16K 198 +5 +3%
ME
806
McIlrath & Eck
Washington
$15K 184 – –
GWS
807
Glassman Wealth Services
Virginia
$15K 180 +11 +7%
GSC
808
G&S Capital
Colorado
$14K 182 -45,867 -100%
LWA
809
Lowe Wealth Advisors
Maryland
$14K 177 – –
IFAM
810
Institutional & Family Asset Management
Colorado
$14K 166 – –
HB
811
Horizon Bancorp
Indiana
$14K 175 +175 New
TWA
812
TCI Wealth Advisors
Arizona
$13K 164 +45 +38%
SIC
813
Salem Investment Counselors
North Carolina
$13K 158 +158 New
TI
814
tru Independence
Oregon
$13K 295 +295 New
CFG
815
Citizens Financial Group
Rhode Island
$12K 152 -342 -69%
TPWA
816
TRUE Private Wealth Advisors
Oregon
$12K 150 +150 New
CTB
817
Country Trust Bank
Illinois
$11K 138 -89 -39%
MRCM
818
M&R Capital Management
New Jersey
$11K 135 – –
SWM
819
Selective Wealth Management
Virginia
$11K 140 – –
HIA
820
Harbor Investment Advisory
Maryland
$11K 130 +130 New
IA
821
IndexIQ Advisors
New York
$11K 140 +140 New
THWM
822
Taylor Hoffman Wealth Management
Virginia
$10K 124 – –
FGAM
823
Financial Gravity Asset Management
Texas
$9K 114 -2 -2%
PFSC
824
Peoples Financial Services Corp
Pennsylvania
$9K 111 – –
CI
825
CX Institutional
Indiana
$9K 114 – –
31 32
33
34 35