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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 %
AAS
401
Avantax Advisory Services
Texas
$561K -$38.9K -749 -6%
HNB
402
Huntington National Bank
Ohio
$540K -$138K -2,658 -20%
WT
403
Whittier Trust
California
$539K -$51.7K -999 -9%
PA
404
Profund Advisors
Maryland
$536K -$43.1K -832 -7%
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$531K -$105K -2,032 -17%
ABC
406
Associated Banc-Corp
Wisconsin
$531K +$9.89K +191 +2%
SPC
407
Sigma Planning Corp
Michigan
$529K +$1.71K +33 +0.3%
OPPTF
408
OPSEU Pension Plan Trust Fund
Ontario, Canada
$528K -$909K -17,777 -63%
FAAS
409
First Allied Advisory Services
California
$528K -$453K -8,751 -46%
Brown Advisory
410
Brown Advisory
Maryland
$527K -$88.4K -1,709 -14%
TYCC
411
Texas Yale Capital Corp
Florida
$521K +$13.8K +267 +3%
UFG
412
United Fire Group
Iowa
$518K – – –
AAIM
413
American Assets Investment Management
California
$518K – – –
PCAP
414
Pratt Collard Advisory Partners
New York
$512K -$941K -18,188 -65%
SF
415
Symphony Financial
Texas
$507K +$507K +9,799 New
IRF
416
IBM Retirement Fund
New York
$506K +$6.37K +123 +1%
PAM
417
Panagora Asset Management
Massachusetts
$502K -$427K -8,240 -46%
GBA
418
Garrison Bradford & Associates
New York
$502K – – –
OIA
419
OneDigital Investment Advisors
Kansas
$500K -$10.6K -205 -2%
UIM
420
USS Investment Management
United Kingdom
$497K +$497K +9,600 New
CIC
421
Carnegie Investment Counsel
Ohio
$493K -$2.28K -44 -0.5%
CPIA
422
Cornell Pochily Investment Advisors
New York
$492K +$113K +2,183 +30%
EPWM
423
Essex Private Wealth Management
Massachusetts
$486K +$2.33K +45 +0.5%
EWA
424
EP Wealth Advisors
California
$476K -$83.5K -1,615 -15%
TRCT
425
Tower Research Capital (TRC)
New York
$462K +$395K +7,620 +586%
15 16
17
18 19