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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 %
WCM
876
Weld Capital Management
New York
– – -3,807 Closed
AI
877
Atom Investors
Texas
– – -3,105 Closed
BRWA
878
B. Riley Wealth Advisors
Florida
– – -3,077 Closed
GIA
879
Gladstone Institutional Advisory
Florida
– – -2,782 Closed
CC
880
Courier Capital
New York
– – -2,658 Closed
TC
881
Telemus Capital
Michigan
– – -2,565 Closed
HW
882
Hancock Whitney
Mississippi
– – -2,528 Closed
TCM
883
Tuttle Capital Management
Connecticut
– – -2,509 Closed
AT
884
Arden Trust
Delaware
– – -2,479 Closed
JIC
885
Johnson Investment Counsel
Ohio
– – -2,440 Closed
SSA
886
Schonfeld Strategic Advisors
New York
– – -2,431 Closed
HBT
887
Hills Bank & Trust
Iowa
– – -2,411 Closed
BCM
888
BTC Capital Management
Iowa
– – -2,390 Closed
RWA
889
Redhawk Wealth Advisors
Minnesota
– – -2,350 Closed
SMH
890
Sanders Morris Harris
Texas
– – -2,350 Closed
Jones Financial Companies
891
Jones Financial Companies
Missouri
– – -2,330 Closed
OWD
892
Osborn Williams & Donohoe
Ohio
– – -2,325 Closed
LIM
893
Leavell Investment Management
Alabama
– – -2,313 Closed
RA
894
RFG Advisory
Alabama
– – -2,286 Closed
CWM
895
Circle Wealth Management
New Jersey
– – -2,279 Closed
GIA
896
Guyasuta Investment Advisors
Pennsylvania
– – -2,274 Closed
CL
897
Choreo LLC
Illinois
– – -2,269 Closed
FAIM
898
Financial Advocates Investment Management
Washington
– – -2,255 Closed
SCM
899
Stellar Capital Management
Arizona
– – -2,250 Closed
LW
900
Linscomb Wealth
Texas
– – -2,238 Closed
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36
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