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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
1
American Century Companies
Missouri
$543M
2
DZ Bank
2
DZ Bank
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$520M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.83B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$292M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.18B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$369M
4
Deutsche Bank
4
Deutsche Bank
Germany
$347M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
851
Manchester Capital Management
Vermont
– -$82K -1,000 Closed
DWM
852
Doyle Wealth Management
Florida
– -$68K -840 Closed
DSC
853
Duncker Streett & Co
Missouri
– -$48K -591 Closed
Parallax Volatility Advisers
854
Parallax Volatility Advisers
California
– -$48K -590 Closed
SMFS
855
Squar Milner Financial Services
California
– -$29K -354 Closed
KPCM
856
Kings Point Capital Management
New York
– -$28K -349 Closed
ESB
857
Essex Savings Bank
Connecticut
– -$27K -337 Closed
PCP
858
Proficio Capital Partners
Massachusetts
– -$24K -293 Closed
SFG
859
SevenBridge Financial Group
Pennsylvania
– -$20K -250 Closed
TNBTD
860
Trustmark National Bank Trust Department
Mississippi
– -$20K -248 Closed
PCMK
861
Paragon Capital Management (Kansas)
Kansas
– -$12K -150 Closed
TPWA
862
TRUE Private Wealth Advisors
Oregon
– -$12K -150 Closed
AC
863
Avestar Capital
New York
– -$9K -138 Closed
CWA
864
Clarus Wealth Advisors
Arizona
– -$11K -129 Closed
EWM
865
Executive Wealth Management
Michigan
– -$9K -110 Closed
Walleye Trading
866
Walleye Trading
New York
– -$8K -92 Closed
BWM
867
Baystate Wealth Management
Massachusetts
– -$7K -81 Closed
CQS
868
Credential Qtrade Securities
– -$6.03K -74 Closed
TA
869
TCG Advisors
Texas
– -$5K -63 Closed
AIM
870
Advantage Investment Management
Iowa
– -$5K -58 Closed
HS
871
Horan Securities
United States
– -$4K -45 Closed
EWA
872
Evolution Wealth Advisors
Florida
– -$2K -30 Closed
CAM
873
CenterStar Asset Management
Illinois
– -$33K – –
31 32 33 34
35