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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 %
X
351
Xponance
Pennsylvania
$877K +$877K +16,951 New
CNFG
352
Creegan & Nassoura Financial Group
New Hampshire
$865K +$207 +4 +0%
PCM
353
Parsons Capital Management
Rhode Island
$863K -$610K -11,800 -41%
ISL
354
Ingalls & Snyder LLC
New York
$862K -$64.7K -1,250 -7%
MYLI
355
Meiji Yasuda Life Insurance
Japan
$844K -$12.2K -235 -1%
AC
356
Allstate Corporation
Illinois
$840K -$167K -3,232 -17%
WAM
357
World Asset Management
Michigan
$830K -$255K -4,931 -24%
FWIA
358
Fort Washington Investment Advisors
Ohio
$814K -$217K -4,200 -21%
ACM
359
AlphaCrest Capital Management
New York
$810K -$351K -6,787 -30%
FA
360
FDx Advisors
Illinois
$791K -$307K -5,940 -28%
NRI
361
NFP Retirement Inc
California
$786K +$6.21K +120 +0.8%
SBA
362
Secrest Blakey & Associates
North Carolina
$780K +$15.8K +305 +2%
EVM
363
Eaton Vance Management
Massachusetts
$773K -$62K -1,198 -7%
LM
364
Lincluden Management
Ontario, Canada
$759K +$759K +1,900 New
CG
365
Cutler Group
California
$758K +$237K +4,580 +45%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$751K – – –
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$750K +$328K +6,327 +78%
TCM
368
Teza Capital Management
Illinois
$749K +$749K +14,471 New
GWM
369
Gray Wealth Management
Maine
$735K -$16.9K -325 -2%
LWAC
370
Laurel Wealth Advisors (California)
California
$727K -$124K -2,389 -15%
Federated Hermes
371
Federated Hermes
Pennsylvania
$723K -$71.3M -1,377,928 -99%
Qube Research & Technologies (QRT)
372
Qube Research & Technologies (QRT)
United Kingdom
$721K -$104K -2,020 -13%
ED
373
Exane Derivatives
France
$720K +$55.5K +1,073 +8%
LP
374
LMR Partners
United Kingdom
$712K +$712K +13,765 New
CC
375
Cipher Capital
New York
$709K +$709K +13,708 New
13 14
15
16 17