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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 %
MERSOM
451
Municipal Employees' Retirement System of Michigan
Michigan
$362K +$60.6K +1,170 +20%
QSS
452
Quantitative Systematic Strategies
Florida
$361K +$361K +6,971 New
BMA
453
Brooks Moore & Associates
Tennessee
$360K -$217K -4,188 -38%
LNC
454
Lincoln National Corp
Pennsylvania
$358K -$517 -10 -0.1%
PI
455
Putnam Investments
Massachusetts
$356K -$12.8K -247 -3%
IA
456
IFG Advisory
Georgia
$355K +$18.9K +365 +6%
AA
457
Argent Advisors
Louisiana
$354K +$86.3K +1,669 +32%
SAG
458
Spotlight Asset Group
Illinois
$352K -$1.92K -37 -0.5%
ST
459
Sabal Trust
Florida
$350K -$31K -600 -8%
WPP
460
Whalerock Point Partners
Rhode Island
$350K +$52 +1 +0%
BOH
461
Bank of Hawaii
Hawaii
$343K -$342K -6,620 -50%
AIP
462
Ameritas Investment Partners
Nebraska
$343K -$15.5K -300 -4%
Lido Advisors
463
Lido Advisors
California
$341K -$574K -11,085 -63%
RMCM
464
Reynders McVeigh Capital Management
Massachusetts
$334K -$27.2K -525 -8%
FHB
465
First Hawaiian Bank
Hawaii
$334K +$334K +6,455 New
ACP
466
Ashfield Capital Partners
California
$332K -$1.57M -30,322 -83%
CFB
467
Cullen/Frost Bankers
Texas
$330K +$40.6K +785 +14%
ARMC
468
American Research & Management Company
Massachusetts
$328K -$15.3K -296 -4%
WCM
469
Weld Capital Management
New York
$326K -$1M -19,356 -75%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$326K -$5.44K -105 -2%
VWA
471
Visionary Wealth Advisors
Illinois
$325K +$4.98K +96 +2%
MMA
472
Miracle Mile Advisors
California
$323K -$326K -6,298 -50%
FP
473
Foundry Partners
Minnesota
$320K -$8.15M -157,373 -96%
MSAM
474
Moloney Securities Asset Management
Missouri
$316K -$1.62M -31,349 -84%
OAM
475
Optimal Asset Management
California
$316K +$316K +6,113 New
17 18
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