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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 %
BCB
326
Brian C. Broderick
$1.05M – – –
WDA
327
Wendell David Associates
New Hampshire
$1.04M -$25.9K -500 -2%
FAM
328
Fred Alger Management
New York
$1.03M – – –
AII
329
AGF Investments Inc
Ontario, Canada
$1.02M +$659K +12,735 +181%
QT
330
Quantbot Technologies
New York
$1.02M +$1.02M +19,743 New
NAM
331
NTV Asset Management
West Virginia
$1.02M -$28.5K -550 -3%
Bessemer Group
332
Bessemer Group
New Jersey
$1.02M +$875K +16,898 +614%
OFG
333
Oxford Financial Group
Indiana
$1.02M +$289K +5,582 +40%
FC
334
Forte Capital
New York
$1M +$234K +4,525 +30%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$994K +$82K +1,584 +9%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$980K -$304K -5,880 -24%
SOAMC
337
Spirit of America Management Corp
New York
$975K -$546K -10,550 -36%
RFN
338
RDA Financial Network
Iowa
$969K +$54.2K +1,047 +6%
CBTWT
339
Community Bank & Trust (Waco, Texas)
Texas
$945K -$18.1K -349 -2%
UCFA
340
United Capital Financial Advisors
Texas
$934K -$88.9K -1,717 -9%
CA
341
Callahan Advisors
Texas
$930K -$2.73M -52,727 -75%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$926K +$31K +600 +3%
DADC
343
D.A. Davidson & Co
Montana
$925K -$701K -13,544 -43%
LCM
344
Liberty Capital Management
Michigan
$923K -$47.4K -916 -5%
GTCM
345
Gyon Technologies Capital Management
New Jersey
$921K +$921K +17,800 New
BA
346
Bard Associates
Illinois
$904K – – –
CIA
347
Cascade Investment Advisors
Oregon
$902K +$259 +5 +0%
IC
348
Intersect Capital
California
$883K -$5.07K -98 -0.6%
PI
349
PineBridge Investments
New York
$880K -$350K -6,752 -28%
CB
350
Commerce Bank
Missouri
$879K -$445K -8,601 -34%
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