WELL icon

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 %
UCFA
276
United Capital Financial Advisors
Texas
$1.65M -$225K -3,484 -12%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.64M +$65.5K +1,014 +4%
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$1.62M -$175K -2,711 -10%
RJT
279
Raymond James Trust
Florida
$1.54M -$14.7K -228 -1%
AB
280
Amalgamated Bank
New York
$1.53M -$3.3K -51 -0.2%
PMG
281
ProVise Management Group
Florida
$1.5M -$41.4K -640 -3%
NMIMC
282
Northwestern Mutual Investment Management Company
Wisconsin
$1.48M -$2.07K -32 -0.1%
MIAN
283
Mariner Independent Advisor Network
Kansas
$1.48M +$77.9K +1,206 +6%
Voloridge Investment Management
284
Voloridge Investment Management
Florida
$1.48M -$2.09M -32,389 -59%
Simplex Trading
285
Simplex Trading
Illinois
$1.48M +$369K +5,704 +33%
EDRH
286
Edmond de Rothschild Holding
Switzerland
$1.47M +$467K +7,235 +47%
BFO
287
Boston Family Office
Massachusetts
$1.45M -$162K -2,500 -10%
N
288
Natixis
France
$1.45M -$5.52M -85,520 -79%
EIA
289
Edgemoor Investment Advisors
Maryland
$1.45M -$129 -2 -0%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$1.44M -$476K -7,373 -25%
CGH
291
Crossmark Global Holdings
Texas
$1.4M -$33.2K -514 -2%
VAS
292
Vestmark Advisory Solutions
Massachusetts
$1.38M -$333K -5,158 -19%
Arrowstreet Capital
293
Arrowstreet Capital
Massachusetts
$1.38M -$2.22M -34,400 -62%
KCM
294
Kornitzer Capital Management
Kansas
$1.38M +$1.38M +21,300 New
SPFA
295
Summit Place Financial Advisors
New Jersey
$1.37M +$1.62K +25 +0.1%
IAA
296
Independent Advisor Alliance
North Carolina
$1.36M +$37.3K +578 +3%
CB
297
Commerce Bank
Missouri
$1.35M -$72.1K -1,116 -5%
SFA
298
Semmax Financial Advisors
North Carolina
$1.35M +$20.6K +319 +2%
SDIC
299
South Dakota Investment Council
South Dakota
$1.35M – – –
EOJOAM
300
E. Ohman J:or Asset Management
Sweden
$1.32M +$187K +2,900 +17%
10 11
12
13 14