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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 %
DILIC
276
Dai-ichi Life Insurance Company
Japan
$1.67M -$286K -5,522 -15%
MNBTD
277
Moody National Bank Trust Division
Texas
$1.61M +$589K +11,387 +58%
II
278
IFM Investors
Australia
$1.58M -$500K -9,657 -24%
QI
279
QS Investors
New York
$1.55M +$182K +3,515 +13%
OC
280
Oppenheimer & Co
New York
$1.54M -$374K -7,226 -20%
SAM
281
Silvercrest Asset Management
New York
$1.52M – – –
CIA
282
Capital Investment Advisors
Georgia
$1.52M -$78.7K -1,520 -5%
GAM
283
Gotham Asset Management
New York
$1.49M -$1.97M -37,975 -57%
BB
284
Busey Bank
Illinois
$1.49M -$129K -2,490 -8%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$1.46M -$3.52K -68 -0.2%
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
$1.43M -$172K -3,330 -11%
ANI
287
American National Insurance
Texas
$1.43M +$608K +11,750 +74%
RCM
288
RVB Capital Management
New York
$1.42M +$1.42M +27,500 New
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$1.42M +$93.1K +1,800 +7%
BFO
290
Boston Family Office
Massachusetts
$1.4M -$12.9K -250 -0.9%
Wolverine Trading
291
Wolverine Trading
Illinois
$1.39M -$286K -5,590 -17%
HAIM
292
Hunter Associates Investment Management
Pennsylvania
$1.39M +$90.6K +1,750 +7%
RJT
293
Raymond James Trust
Florida
$1.38M -$343K -6,619 -20%
William Blair & Company
294
William Blair & Company
Illinois
$1.37M -$471K -9,102 -26%
DA
295
Duality Advisers
Florida
$1.36M +$1.36M +26,287 New
AB
296
Amalgamated Bank
New York
$1.25M -$1.81M -34,989 -59%
PMG
297
ProVise Management Group
Florida
$1.25M -$421K -8,134 -25%
Los Angeles Capital Management
298
Los Angeles Capital Management
California
$1.24M +$844K +16,321 +216%
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.24M -$106K -2,051 -8%
VIA
300
Vident Investment Advisory
Georgia
$1.22M -$274K -5,298 -18%
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