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 %
CNFG
326
Creegan & Nassoura Financial Group
New Hampshire
$1.08M -$4.52K -70 -0.4%
MYAM
327
Meiji Yasuda Asset Management
Japan
$1.07M -$87.4K -1,352 -8%
BBVA
328
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M +$22.7K +352 +2%
MOS
329
MGO One Seven
Ohio
$1.05M -$188K -2,912 -15%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$1.05M +$10.1K +156 +1%
SRAM
331
Spouting Rock Asset Management
Pennsylvania
$1.05M +$1.05M +16,218 New
PRC
332
Pearl River Capital
Michigan
$1.04M +$22.9K +355 +2%
ACM
333
AlphaCrest Capital Management
New York
$1.03M -$2.1M -32,552 -67%
WAM
334
World Asset Management
Michigan
$1.02M -$40.7K -629 -4%
LCM
335
Liberty Capital Management
Michigan
$1.01M +$1.01M +15,651 New
IRF
336
IBM Retirement Fund
New York
$1M +$123K +1,907 +14%
TU
337
TDAM USA
Ontario, Canada
$993K -$119K -1,844 -11%
Wealthfront Advisers
338
Wealthfront Advisers
California
$956K +$427K +6,609 +81%
IC
339
Intersect Capital
California
$955K -$106K -1,647 -10%
CG
340
Colony Group
Massachusetts
$950K +$124K +1,921 +15%
CI
341
Cigna Investments
Connecticut
$936K +$63.6K +984 +7%
WDA
342
Wendell David Associates
New Hampshire
$906K -$394K -6,100 -30%
GWM
343
Geneos Wealth Management
Colorado
$905K +$338K +4,786 +59%
EVM
344
Eaton Vance Management
Massachusetts
$904K -$113K -1,748 -11%
EP
345
Edgestream Partners
New Jersey
$902K -$4.45M -68,924 -83%
Mariner
346
Mariner
Kansas
$902K -$77.4K -1,197 -8%
HC
347
HNP Capital
New York
$899K -$601K -9,298 -40%
VRM
348
Vectors Research Management
New York
$894K -$617K -9,552 -41%
WIA
349
Wealthstreet Investment Advisors
Texas
$889K +$129K +2,000 +17%
AP
350
Advisor Partners
California
$874K -$49.7K -769 -5%
12 13
14
15 16