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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 %
CGH
301
Crossmark Global Holdings
Texas
$1.22M -$135K -2,599 -10%
HC
302
HNP Capital
New York
$1.22M +$1.22M +23,108 New
KRS
303
Kentucky Retirement Systems
Kentucky
$1.2M -$231K -4,470 -16%
MML Investors Services
304
MML Investors Services
Massachusetts
$1.19M -$1.85M -35,728 -61%
SIM
305
Sentry Investment Management
Wisconsin
$1.19M +$1.19M +22,904 +48,732%
NMIMC
306
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$91.1K +1,760 +8%
VRM
307
Vectors Research Management
New York
$1.19M +$10.5K +203 +0.9%
SLI
308
Sumitomo Life Insurance
Japan
$1.18M -$74.2K -1,434 -6%
UH
309
Unigestion Holding
Switzerland
$1.17M -$27.9M -538,912 -96%
EIA
310
Edgemoor Investment Advisors
Maryland
$1.17M -$51.5K -995 -4%
SPFA
311
Summit Place Financial Advisors
New Jersey
$1.15M +$376K +7,270 +49%
MIAN
312
Mariner Independent Advisor Network
Kansas
$1.14M -$1.23M -22,786 -52%
PS
313
Presima Securities
Quebec, Canada
$1.12M +$81K +1,566 +8%
BF
314
BOK Financial
Oklahoma
$1.12M -$259K -4,998 -19%
MIH
315
Meitav Investment House
Israel
$1.12M +$432K +8,343 +63%
BCM
316
Bayesian Capital Management
New York
$1.11M -$152K -2,945 -12%
Parallax Volatility Advisers
317
Parallax Volatility Advisers
California
$1.1M +$783K +15,124 +248%
SDIC
318
South Dakota Investment Council
South Dakota
$1.08M – – –
IAA
319
Independent Advisor Alliance
North Carolina
$1.07M +$1.81K +35 +0.2%
SFA
320
Semmax Financial Advisors
North Carolina
$1.06M -$19.2K -371 -2%
Mariner
321
Mariner
Kansas
$1.06M -$636K -12,288 -37%
AWM
322
Aevitas Wealth Management
Massachusetts
$1.06M -$6.68K -129 -0.6%
HighTower Advisors
323
HighTower Advisors
Illinois
$1.05M -$340K -6,580 -24%
MOS
324
MGO One Seven
Ohio
$1.05M -$34.9K -674 -3%
MYAM
325
Meiji Yasuda Asset Management
Japan
$1.05M +$97.3K +1,880 +10%
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