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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 %
EWM
826
EPG Wealth Management
Georgia
$9K 109 +109 New
FRA
827
Front Row Advisors
California
$8K 98 – –
CHC
828
City Holding Co
West Virginia
$8K 100 – –
IAS
829
IMA Advisory Services
Colorado
$8K 103 – –
SBL
830
Sargent Bickham Lagudis
Colorado
$8K 100 – –
AWM
831
Avior Wealth Management
Nebraska
$7K 92 – –
WCG
832
Weaver Consulting Group
California
$6K 64 – –
1832 Asset Management
833
1832 Asset Management
Ontario, Canada
$6K 77 +35 +83%
FEG
834
Financial Enhancement Group
Indiana
$6K 79 +79 New
SL
835
Savior LLC
Massachusetts
$6K 79 +79 New
ECM
836
EII Capital Management
New York
$5.49K 67,126 +2,939 +5%
TFO
837
Tarbox Family Office
California
$5K 57 +2 +4%
ST
838
Sageworth Trust
Pennsylvania
$5K 60 +60 New
SWM
839
Sugarloaf Wealth Management
Georgia
$5K 62 +62 New
CWA
840
Capital Wealth Alliance
Arizona
$5K 63 +63 New
PWP
841
Personal Wealth Partners
Minnesota
$4K 48 – –
WCM
842
Wealthcare Capital Management
Virginia
$4K 46 +46 New
BAM
843
Bellevue Asset Management
Washington
$4K 50 +50 New
WFMPM
844
Woodley Farra Manion Portfolio Management
Indiana
$4K 50 +50 New
HWM
845
Howard Wealth Management
Connecticut
$4K 50 +50 New
EWA
846
Evolution Wealth Advisors
Florida
$4K 51 +51 New
SIM
847
Sonora Investment Management
Arizona
$3K 38 -208 -85%
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$3K 32 – –
IF
849
Ironwood Financial
Arizona
$3K 33 – –
BFC
850
Bedel Financial Consulting
Indiana
$3K 42 – –
32 33
34
35 36