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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 %
FAM
301
Fred Alger Management
New York
$1.29M – – –
NIPH
302
NN Investment Partners Holdings
Netherlands
$1.28M -$4.07M -62,980 -76%
OFG
303
Oxford Financial Group
Indiana
$1.27M – – –
BC
304
Bridgefront Capital
Texas
$1.27M +$1.27M +19,609 New
BF
305
BOK Financial
Oklahoma
$1.25M +$24.2K +374 +2%
MML Investors Services
306
MML Investors Services
Massachusetts
$1.25M -$213K -3,300 -15%
Man Group
307
Man Group
United Kingdom
$1.24M +$1.24M +19,116 New
AWM
308
Aevitas Wealth Management
Massachusetts
$1.23M -$88.9K -1,375 -7%
SLI
309
Sumitomo Life Insurance
Japan
$1.23M -$137K -2,123 -10%
SCM
310
Schnieders Capital Management
California
$1.22M -$556K -8,607 -31%
SOAMC
311
Spirit of America Management Corp
New York
$1.22M – – –
FC
312
Forte Capital
New York
$1.2M -$5.62K -87 -0.5%
Group One Trading
313
Group One Trading
Illinois
$1.2M +$200K +3,103 +20%
RFN
314
RDA Financial Network
Iowa
$1.2M -$29.7K -460 -2%
FWIA
315
Fort Washington Investment Advisors
Ohio
$1.18M – – –
X
316
Xponance
Pennsylvania
$1.17M +$78.6K +1,216 +7%
NAM
317
NTV Asset Management
West Virginia
$1.17M -$50.5K -782 -4%
B
318
BP
United Kingdom
$1.16M -$1.17M -18,189 -50%
CIA
319
Cascade Investment Advisors
Oregon
$1.14M +$22K +340 +2%
QIM
320
Quantitative Investment Management
Virginia
$1.13M +$1.13M +17,447 New
Nomura Holdings
321
Nomura Holdings
Japan
$1.12M -$4.41M -68,290 -80%
ED
322
Exane Derivatives
France
$1.1M +$266K +4,124 +32%
PAM
323
Paradigm Asset Management
New York
$1.09M +$1.09M +16,800 New
BA
324
Bard Associates
Illinois
$1.08M -$6.01K -93 -0.6%
DADC
325
D.A. Davidson & Co
Montana
$1.08M -$31.8K -496 -3%
11 12
13
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