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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 %
FPFS
851
First Personal Financial Services
North Carolina
$2K 19 – –
RIA
852
RPG Investment Advisory
California
$2K 20 – –
TFA
853
Transamerica Financial Advisors
Florida
$1K 12 -1 -8%
RFA
854
Reilly Financial Advisors
California
$1K 10 – –
WWM
855
Willingdon Wealth Management
North Carolina
$1K 8 – –
PW
856
Price Wealth
Texas
$1K 16 +16 New
LS
857
Leelyn Smith
Illinois
$94 1,130 +1,130 New
PGAM
858
Princeton Global Asset Management
New Jersey
$17 209 +209 New
CAM
859
ClariVest Asset Management
California
– – -187,144 Closed
ZIG
860
Zurich Insurance Group
Switzerland
– – -68,123 Closed
CWG
861
Cornerstone Wealth Group
North Carolina
– – -50,096 Closed
SCP
862
Syntal Capital Partners
Texas
– – -49,403 Closed
CTA
863
Carillon Tower Advisers
Florida
– – -32,700 Closed
AC
864
Allstate Corporation
Illinois
– – -27,397 Closed
QT
865
Quantbot Technologies
New York
– – -26,661 Closed
HF
866
HRT Financial
New York
– – -20,304 Closed
AA
867
ALPS Advisors
Colorado
– – -20,294 Closed
ECM
868
Element Capital Management
New York
– – -13,405 Closed
BI
869
Bramshill Investments
Florida
– – -10,086 Closed
FMC
870
First Merchants Corp
Indiana
– – -5,448 Closed
WS
871
Wedbush Securities
California
– – -5,016 Closed
OWA
872
Outlook Wealth Advisors
Texas
– – -4,328 Closed
CCB
873
Cutter & Co Brokerage
Missouri
– – -3,853 Closed
TLP
874
Trinity Legacy Partners
Texas
– – -3,840 Closed
HIS
875
Harvest Investment Services
Illinois
– – -3,808 Closed
33 34
35
36 37