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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 %
FTDI
451
First Trust Direct Indexing
Massachusetts
$384K +$384K +5,942 New
WA
452
Wambolt & Associates
Colorado
$379K +$67.1K +1,038 +22%
IA
453
IndexIQ Advisors
New York
$377K +$176K +2,729 +88%
WANY
454
Wealthspire Advisors (New York)
New York
$374K +$374K +5,792 New
CI
455
Conning Inc
Connecticut
$372K -$12.2K -189 -3%
IEFM
456
IQ EQ Fund Management
Ireland
$368K – – –
TBA
457
Tower Bridge Advisors
Pennsylvania
$359K +$359K +5,550 New
CFGS
458
Concourse Financial Group Securities
Alabama
$358K -$13.8K -214 -4%
ACS
459
Archford Capital Strategies
Illinois
$350K +$16.5K +263 +5%
TSS
460
Two Sigma Securities
New York
$344K +$344K +5,316 New
OCM
461
Orion Capital Management
California
$342K +$342K +5,290 New
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$337K – – –
AA
463
AlphaMark Advisors
Kentucky
$327K -$407K -6,297 -55%
LFAS
464
Level Four Advisory Services
Texas
$327K -$3.81K -59 -1%
GRP
465
Global Retirement Partners
California
$324K -$1.1K -17 -0.3%
MIM
466
Moseley Investment Management
Florida
$320K -$18.3K -284 -5%
WRM
467
Weybosset Research & Management
Rhode Island
$313K -$12.9K -200 -4%
UH
468
Unigestion Holding
Switzerland
$311K -$1.62M -25,124 -84%
GA
469
GoalVest Advisory
New York
$310K +$310K +4,790 New
PAMP
470
Polar Asset Management Partners
Ontario, Canada
$307K +$307K +4,753 New
LC
471
LCNB Corp
Ohio
$306K – – –
AWA
472
ARS Wealth Advisors
Florida
$304K – – –
CFB
473
Cullen/Frost Bankers
Texas
$302K +$1.88K +29 +0.6%
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$297K +$165K +2,557 +126%
PCS
475
Personal CFO Solutions
New Jersey
$296K -$13.5K -209 -4%
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