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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 %
PSF
376
Pacific Sun Financial
California
$706K -$14K -270 -2%
PFC
377
Phocas Financial Corp
California
$701K +$4.81K +93 +0.7%
CG
378
Colony Group
Massachusetts
$700K +$52.4K +1,012 +8%
CI
379
Cigna Investments
Connecticut
$696K +$108K +2,079 +18%
CS
380
Comerica Securities
Michigan
$687K -$276K -5,325 -29%
CA
381
Cetera Advisors
Colorado
$681K +$19.1K +369 +3%
TPCW
382
TD Private Client Wealth
New York
$677K -$3.79M -73,153 -85%
AP
383
Advisor Partners
California
$665K +$101K +1,952 +18%
PRC
384
Pearl River Capital
Michigan
$659K +$86.7K +1,675 +15%
SCA
385
Snowden Capital Advisors
New York
$636K -$478K -9,228 -43%
DAS
386
Dynamic Advisor Solutions
Arizona
$633K +$633K +12,239 New
LIA
387
LS Investment Advisors
Michigan
$625K -$332K -6,418 -35%
WKWM
388
Walter & Keenan Wealth Management
Indiana
$624K +$624K +12,050 New
AA
389
AlphaMark Advisors
Kentucky
$621K -$10.4K -202 -2%
BCV
390
Banque Cantonale Vaudoise
Switzerland
$611K -$254K -4,900 -29%
AWA
391
Arkadios Wealth Advisors
Georgia
$610K +$419K +8,392 +220%
HIM
392
Hotaling Investment Management
Pennsylvania
$607K -$3.72K -72 -0.6%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$605K -$1.02M -19,635 -63%
CAN
394
Cetera Advisor Networks
California
$602K -$47.7K -923 -7%
IAS
395
Investment Advisory Services
Texas
$601K -$131K -2,527 -18%
SPIA
396
Steward Partners Investment Advisory
New York
$594K -$248K -4,786 -29%
BC
397
Brinker Capital
Pennsylvania
$573K +$61.9K +1,197 +12%
SAM
398
Shell Asset Management
Netherlands
$572K -$580K -11,207 -50%
WGA
399
Weather Gauge Advisory
Virginia
$568K -$61.9K -1,197 -10%
EDRH
400
Edmond de Rothschild Holding
Switzerland
$563K +$226K +4,372 +67%
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