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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 %
SDWMA
901
Schneider Downs Wealth Management Advisors
Pennsylvania
– – -2,235 Closed
EAM
902
Evanson Asset Management
California
– – -2,218 Closed
EAM
903
Eventide Asset Management
Massachusetts
– – -1,900 Closed
QCIG
904
Quad-Cities Investment Group
Iowa
– – -1,583 Closed
WAM
905
Wolverine Asset Management
Illinois
– – -1,343 Closed
SWP
906
Strategic Wealth Partners
Ohio
– – -1,002 Closed
TC
907
Truvestments Capital
Florida
– – -927 Closed
CPA
908
Clear Perspective Advisors
Illinois
– – -897 Closed
GSWM
909
Golden State Wealth Management
California
– – -699 Closed
MAM
910
Meeder Asset Management
Ohio
– – -347 Closed
LWS
911
Lucia Wealth Services
California
– – -316 Closed
SB
912
Strategic Blueprint
Georgia
– – -300 Closed
CL
913
CSS LLC
Illinois
– – -299 Closed
LWA
914
Lenox Wealth Advisors
New York
$0 5 -260 -98%
AP
915
Advisors Preferred
Maryland
– – -234 Closed
BL
916
Balentine LLC
Georgia
– – -219 Closed
BAMCO Inc
917
BAMCO Inc
New York
– – -216 Closed
WC
918
Weil Company
California
– – -136 Closed
LFG
919
Larson Financial Group
Missouri
– – -100 Closed
KWA
920
KCS Wealth Advisory
California
– – -95 Closed
GWAG
921
Garrett Wealth Advisory Group
Texas
– – -65 Closed
NIC
922
Northwest Investment Counselors
Oregon
– – -50 Closed
FEM
923
Fulcrum Equity Management
Texas
– – -25 Closed
CAGAS
924
Capital Advisory Group Advisory Services
Minnesota
– – -16 Closed
CIR
925
Clear Investment Research
Georgia
– – -4 Closed
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