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Welltower
WELL

Overview Fund Activity

728 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
-21
Holders Change %
-2.8%
% of All Funds
14.96%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.21%
New
83
Increased
232
Reduced
324
Closed
98
Calls
$136M
Puts
$97.9M
Net Calls
+$38.6M
Net Calls Change
+$47.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$262M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
3
EIM
Elliott Investment Management
Florida
+$184M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Boston Partners
Boston Partners
Massachusetts
+$140M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$171M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$148M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
251
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.2M +$2.2M +42,460 New
SG Americas Securities
252
SG Americas Securities
New York
$2.14M -$4.9M -94,724 -70%
ACC
253
Accident Compensation Corp
New Zealand
$2.13M +$492K +9,500 +30%
CS
254
Candriam SCA
Luxembourg
$2.13M -$830K -16,045 -28%
AAM
255
Advisors Asset Management
Colorado
$2.12M +$482K +9,310 +29%
NB
256
Norinchukin Bank
Japan
$2.12M +$23.8K +459 +1%
CPC
257
Consolidated Planning Corp
Georgia
$2.07M +$1.45M +28,092 +235%
B
258
BP
United Kingdom
$2.02M -$103K -2,000 -5%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$1.96M -$1.04M -20,115 -35%
DZ Bank
260
DZ Bank
Germany
$1.95M -$949K -18,348 -33%
PS
261
Pensionfund Sabic
Netherlands
$1.93M -$212K -4,088 -10%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$1.92M -$3.24M -62,603 -63%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$1.92M -$171K -3,300 -8%
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$1.87M +$637K +12,301 +52%
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$1.86M -$615K -11,880 -25%
Creative Planning
266
Creative Planning
Kansas
$1.83M -$94.8K -1,833 -5%
PP
267
Paloma Partners
Connecticut
$1.83M +$1.83M +35,265 New
ST
268
Spinnaker Trust
Maine
$1.81M +$211K +4,071 +13%
PAG
269
Private Advisor Group
New Jersey
$1.78M -$31.1K -600 -2%
Simplex Trading
270
Simplex Trading
Illinois
$1.77M +$519K +10,021 +41%
RA
271
RMR Advisors
Massachusetts
$1.77M – – –
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$1.77M +$1.77M +34,131 New
FA
273
FMA Advisory
Pennsylvania
$1.76M +$159K +3,073 +10%
WB
274
WesBanco Bank
West Virginia
$1.73M -$9.11K -176 -0.5%
SCM
275
Schnieders Capital Management
California
$1.68M -$52.4K -1,013 -3%
9 10
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