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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 %
BMA
426
Brooks Moore & Associates
Tennessee
$449K – – –
PWW
427
Pettyjohn Wood & White
Virginia
$447K -$12.9K -200 -3%
TCM
428
Teza Capital Management
Illinois
$445K +$198K +3,071 +80%
EGM
429
Engineers Gate Manager
New York
$443K +$443K +6,848 New
QSS
430
Quantitative Systematic Strategies
Florida
$439K -$523K -8,092 -54%
SAG
431
Spotlight Asset Group
Illinois
$439K -$969 -15 -0.2%
LNC
432
Lincoln National Corp
Pennsylvania
$424K -$3.36K -52 -0.8%
EPWM
433
Essex Private Wealth Management
Massachusetts
$423K -$186K -2,885 -31%
AWM
434
AE Wealth Management
Kansas
$423K -$19.1K -295 -4%
TYCC
435
Texas Yale Capital Corp
Florida
$419K -$230K -3,564 -35%
ST
436
Sabal Trust
Florida
$414K +$775 +12 +0.2%
Jones Financial Companies
437
Jones Financial Companies
Missouri
$413K -$82.9K -1,284 -17%
ARMC
438
American Research & Management Company
Massachusetts
$409K -$258 -4 -0.1%
LS
439
Livforsakringsbolaget Skandia
Sweden
$404K +$129K +2,000 +47%
MSRPS
440
Maryland State Retirement & Pension System
Maryland
$404K +$404K +6,770 New
OAM
441
Optimal Asset Management
California
$400K -$399K -6,172 -50%
VFA
442
Values First Advisors
Tennessee
$399K -$7.69K -119 -2%
MGWM
443
Marks Group Wealth Management
Minnesota
$399K +$32K +494 +9%
Lido Advisors
444
Lido Advisors
California
$394K -$39.9K -618 -9%
AII
445
AGF Investments Inc
Ontario, Canada
$394K – – –
AIP
446
Ameritas Investment Partners
Nebraska
$392K -$35.4K -548 -8%
MMG
447
Monetary Management Group
Missouri
$391K -$16.2K -250 -4%
WTC
448
WhitTier Trust Company
Nevada
$387K -$32.3K -500 -8%
SC
449
Scotia Capital
Ontario, Canada
$385K +$6.14K +95 +2%
TC
450
TwinBeech Capital
New York
$385K +$385K +5,952 New
16 17
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