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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
+$185M
2
DZ Bank
DZ Bank
Germany
+$152M
3
Morgan Stanley
Morgan Stanley
New York
+$136M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$129M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$101M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$184M
2
BC
Brookfield Corp
Ontario, Canada
-$169M
3
Invesco
Invesco
Georgia
-$107M
4
Deutsche Bank
Deutsche Bank
Germany
-$103M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
826
Fox Run Management
Connecticut
– -$556K -6,820 Closed
Qube Research & Technologies (QRT)
827
Qube Research & Technologies (QRT)
United Kingdom
– -$506K -6,209 Closed
PI
828
PEAK6 Investments
Illinois
– -$469K -5,754 Closed
PP
829
Paloma Partners
Connecticut
– -$460K -5,646 Closed
TSS
830
Two Sigma Securities
New York
– -$387K -4,748 Closed
Koshinski Asset Management
831
Koshinski Asset Management
Illinois
– -$386K -4,732 Closed
ER
832
Enlightenment Research
Florida
– -$313K -4,200 Closed
VSWA
833
Vontobel Swiss Wealth Advisors
Switzerland
– -$334K -4,100 Closed
PHK
834
Point72 Hong Kong
Hong Kong
– -$332K -4,074 Closed
BUB
835
BBVA USA Bancshares
Texas
– -$297K -3,647 Closed
OMC
836
Old Mission Capital
Illinois
– -$295K -3,618 Closed
Fiera Capital (Canada)
837
Fiera Capital (Canada)
Quebec, Canada
– -$281K -3,450 Closed
PPP
838
Private Portfolio Partners
New Jersey
– -$233K -2,854 Closed
CIC
839
Cornercap Investment Counsel
Georgia
– -$232K -2,845 Closed
GP
840
Girard Partners
Pennsylvania
– -$227K -2,795 Closed
VCM
841
Virtue Capital Management
Tennessee
– -$226K -2,766 Closed
AIM
842
Axiom Investment Management
New York
– -$214K -2,632 Closed
ECM
843
ExodusPoint Capital Management
New York
– -$212K -2,600 Closed
KA
844
Kovack Advisors
Florida
– -$207K -2,543 Closed
FG
845
Fiduciary Group
Georgia
– -$207K -2,537 Closed
HW
846
Hamilton Wealth
California
– -$204K -2,500 Closed
CWS
847
Cypress Wealth Services
California
– -$203K -2,486 Closed
KCPG
848
Kavar Capital Partners Group
Kansas
– -$161K -1,970 Closed
IWA
849
IBEX Wealth Advisors
New Jersey
– -$109K -1,337 Closed
PRC
850
Pearl River Capital
Michigan
– -$83K -1,016 Closed
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