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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 %
ECM
426
Everence Capital Management
Indiana
$461K – – –
AUB
427
Atlantic Union Bankshares
Virginia
$459K – – –
WIA
428
Wealthstreet Investment Advisors
Texas
$453K -$28.5K -550 -6%
AWM
429
AE Wealth Management
Kansas
$451K -$549K -10,613 -55%
SLF
430
Sun Life Financial
Ontario, Canada
$449K -$12.2K -236 -3%
MAS
431
Madden Advisory Services
Florida
$440K -$415K -8,030 -49%
SC
432
Scotia Capital
Ontario, Canada
$437K +$437K +8,420 New
Capstone Investment Advisors
433
Capstone Investment Advisors
New York
$432K +$432K +8,343 New
MWNA
434
Marshall Wace North America
New York
$431K +$431K +8,319 New
ASN
435
Advisory Services Network
Georgia
$424K -$82.5K -1,593 -16%
FMBTD
436
First Midwest Bank Trust Division
Illinois
$424K -$19.2K -370 -4%
FCI
437
Financial Counselors Inc
Kansas
$418K -$33.6K -650 -7%
CIBC World Market
438
CIBC World Market
Ontario, Canada
$418K +$154K +2,985 +59%
AI
439
Atom Investors
Texas
$416K -$90.5K -1,747 -18%
HI
440
Horizon Investments
North Carolina
$413K +$172K +3,334 +72%
SBIA
441
Sheaff Brock Investment Advisors
Indiana
$410K +$5.17K +100 +1%
SFG
442
Summit Financial Group
West Virginia
$401K -$11.8K -228 -3%
V
443
Veritable
Delaware
$401K +$21.5K +415 +6%
GWM
444
Geneos Wealth Management
Colorado
$399K -$26.9K -542 -6%
MIM
445
Moseley Investment Management
Florida
$396K +$102K +1,970 +35%
SWP
446
Stratos Wealth Partners
Ohio
$392K -$104K -2,017 -21%
WTC
447
WhitTier Trust Company
Nevada
$385K -$166K -3,200 -30%
KWM
448
Kingsview Wealth Management
Oregon
$371K +$63.3K +1,224 +21%
AIA
449
Armor Investment Advisors
North Carolina
$370K – – –
PWW
450
Pettyjohn Wood & White
Virginia
$363K -$28.5K -550 -7%
16 17
18
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