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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 %
PAM
351
Panagora Asset Management
Massachusetts
$872K +$74.3K +1,149 +9%
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$871K +$871K +13,483 New
CA
353
Callahan Advisors
Texas
$869K +$101K +1,562 +13%
CAM
354
Connacht Asset Management
New York
$864K +$864K +13,364 New
CA
355
Cetera Advisors
Colorado
$862K -$6.4K -99 -0.7%
ECM
356
Everence Capital Management
Indiana
$854K +$266K +4,110 +45%
UB
357
UMB Bank
Missouri
$852K -$1.97M -30,463 -70%
CCA
358
Cadent Capital Advisors
Oklahoma
$849K +$849K +13,137 New
Los Angeles Capital Management
359
Los Angeles Capital Management
California
$845K -$661K -10,230 -44%
LWAC
360
Laurel Wealth Advisors (California)
California
$835K -$7.5K -116 -0.9%
FHB
361
First Hawaiian Bank
Hawaii
$834K +$423K +6,555 +103%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$823K -$4.72K -73 -0.6%
NRI
363
NFP Retirement Inc
California
$820K -$102K -1,582 -11%
FA
364
FDx Advisors
Illinois
$803K -$128K -1,987 -14%
CS
365
Comerica Securities
Michigan
$799K -$44.5K -689 -5%
LIA
366
LS Investment Advisors
Michigan
$779K -$15.2K -235 -2%
ISL
367
Ingalls & Snyder LLC
New York
$776K -$29.1K -450 -4%
MYLI
368
Meiji Yasuda Life Insurance
Japan
$775K -$404K -6,245 -34%
SCA
369
Snowden Capital Advisors
New York
$763K +$25K +387 +3%
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$748K +$41.2K +638 +6%
SAM
371
Silvercrest Asset Management
New York
$738K -$738K -11,425 -50%
IAS
372
Investment Advisory Services
Texas
$732K – – –
CSS
373
Cubist Systematic Strategies
Connecticut
$728K -$1.41M -21,776 -66%
CAN
374
Cetera Advisor Networks
California
$720K -$647 -10 -0.1%
Squarepoint
375
Squarepoint
New York
$713K +$713K +11,040 New
13 14
15
16 17