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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 %
SPIA
401
Steward Partners Investment Advisory
New York
$571K -$70K -1,084 -11%
HNB
402
Huntington National Bank
Ohio
$563K -$70K -1,084 -11%
PCAP
403
Pratt Collard Advisory Partners
New York
$558K -$72K -1,115 -11%
EWA
404
EP Wealth Advisors
California
$558K -$69.5K -1,076 -11%
CIC
405
Carnegie Investment Counsel
Ohio
$558K -$6.46K -100 -1%
OIA
406
OneDigital Investment Advisors
Kansas
$555K -$38.3K -592 -6%
Parallax Volatility Advisers
407
Parallax Volatility Advisers
California
$548K -$498K -7,715 -48%
AUB
408
Atlantic Union Bankshares
Virginia
$547K +$1.74K +27 +0.3%
MAS
409
Madden Advisory Services
Florida
$544K -$969 -15 -0.2%
SF
410
Symphony Financial
Texas
$541K -$75.9K -1,232 -12%
SAS
411
Stelac Advisory Services
New York
$541K +$15.6K +241 +3%
SAM
412
Shell Asset Management
Netherlands
$527K -$231K -3,581 -30%
SBIA
413
Sheaff Brock Investment Advisors
Indiana
$519K +$51.7K +800 +11%
AA
414
Argent Advisors
Louisiana
$516K +$30.3K +468 +6%
WG
415
Winton Group
United Kingdom
$513K -$782K -12,087 -60%
HAIM
416
Hunter Associates Investment Management
Pennsylvania
$505K -$787K -12,174 -61%
FCI
417
Financial Counselors Inc
Kansas
$498K -$3.88K -60 -0.8%
AI
418
Atom Investors
Texas
$495K +$155K +2,393 +45%
SFG
419
Summit Financial Group
West Virginia
$492K -$8.53K -132 -2%
Lazard Asset Management
420
Lazard Asset Management
New York
$485K -$6.97K -108 -1%
VWA
421
Visionary Wealth Advisors
Illinois
$483K +$15.1K +233 +3%
FMBTD
422
First Midwest Bank Trust Division
Illinois
$480K -$21.2K -328 -4%
IA
423
IFG Advisory
Georgia
$457K +$67.4K +1,043 +17%
AIA
424
Armor Investment Advisors
North Carolina
$455K – – –
HAG
425
HighPoint Advisor Group
Illinois
$454K +$112K +1,768 +33%
15 16
17
18 19