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Welltower
WELL

Overview Fund Activity

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$270M
3
Invesco
Invesco
Georgia
+$269M
4
CIM
Centersquare Investment Management
Pennsylvania
+$149M
5
Principal Financial Group
Principal Financial Group
Iowa
+$131M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.06B
2
Goldman Sachs
Goldman Sachs
New York
-$101M
3
LPC
Long Pond Capital
New York
-$76.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
RVB Capital Management
New York
$3.23M +$969K +15,000 +43%
PGFC
227
Peapack-Gladstone Financial Corp
New Jersey
$3.21M -$121K -1,867 -4%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$3.19M -$485K -7,501 -13%
WCM
229
Windward Capital Management
California
$3.15M -$4.01K -62 -0.1%
GIA
230
Gateway Investment Advisers
Ohio
$2.96M -$4.01K -62 -0.1%
CS
231
Candriam SCA
Luxembourg
$2.88M +$327K +5,067 +13%
SI
232
Stephens Inc
Arkansas
$2.82M -$547K -8,464 -16%
AA
233
Ancora Advisors
Ohio
$2.73M +$50.7K +785 +2%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$2.72M -$1.02M -15,838 -27%
VIA
235
Vident Investment Advisory
Georgia
$2.7M -$30.8K -476 -1%
BFS
236
Bard Financial Services
Connecticut
$2.69M +$2.69M +41,660 New
NB
237
Norinchukin Bank
Japan
$2.68M -$54.1K -837 -2%
II
238
IFM Investors
Australia
$2.62M +$409K +6,323 +18%
RIM
239
Redpoint Investment Management
Australia
$2.61M +$161K +2,493 +7%
M&T Bank
240
M&T Bank
New York
$2.53M -$489K -7,560 -16%
US Bancorp
241
US Bancorp
Minnesota
$2.53M -$257K -3,981 -9%
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$2.45M -$1.32M -20,419 -35%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$2.35M -$19.6K -303 -0.8%
William Blair & Company
244
William Blair & Company
Illinois
$2.35M -$319K -4,934 -12%
ST
245
Spinnaker Trust
Maine
$2.31M +$7.04K +109 +0.3%
BCM
246
Buckhead Capital Management
Georgia
$2.29M -$564K -8,727 -20%
RRWA
247
Rainey & Randall Wealth Advisors
Florida
$2.29M +$43.5K +674 +2%
TAIM
248
Te Ahumairangi Investment Management
New Zealand
$2.28M – – –
TRSOTSOK
249
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M -$129K -2,000 -5%
Creative Planning
250
Creative Planning
Kansas
$2.26M -$53.8K -833 -2%
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