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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 %
PCM
476
Penserra Capital Management
California
$315K +$36.2K +699 +13%
VVP
477
Venture Visionary Partners
Ohio
$310K -$29.9K -578 -9%
GT
478
Glenmede Trust
Pennsylvania
$306K -$512K -9,930 -63%
CI
479
Conning Inc
Connecticut
$300K +$829 +16 +0.3%
KFS
480
Kurt F. Somerville
$299K +$19.4K +375 +7%
MMG
481
Monetary Management Group
Missouri
$295K -$37.5K -725 -11%
HIC
482
Holderness Investments Company
North Carolina
$295K +$10.4K +200 +4%
IEFM
483
IQ EQ Fund Management
Ireland
$294K – – –
ACS
484
Archford Capital Strategies
Illinois
$291K +$7.31K +141 +3%
ACA
485
Anchor Capital Advisors
Massachusetts
$291K +$291K +5,620 New
HAG
486
HighPoint Advisor Group
Illinois
$290K -$90.8K -1,691 -24%
NA
487
NewEdge Advisors
Louisiana
$287K -$65.1K -1,255 -18%
MGWM
488
Marks Group Wealth Management
Minnesota
$286K +$65.2K +1,264 +30%
IA
489
IFP Advisors
Florida
$285K -$69.7K -1,353 -20%
GVAG
490
Great Valley Advisor Group
Delaware
$285K -$1.92K -37 -0.7%
AIM
491
Anchor Investment Management
South Carolina
$285K – – –
Two Sigma Investments
492
Two Sigma Investments
New York
$281K -$71.9K -1,390 -20%
B
493
Bailard
California
$279K +$51.3K +990 +23%
TC
494
TradeLink Capital
Illinois
$279K +$279K +5,400 New
LFAS
495
Level Four Advisory Services
Texas
$273K -$106K -2,034 -28%
PCS
496
Personal CFO Solutions
New Jersey
$272K +$517 +10 +0.2%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$270K +$778 +15 +0.3%
APA
498
American Portfolios Advisors
New York
$270K -$137K -2,643 -34%
CFGS
499
Concourse Financial Group Securities
Alabama
$269K +$14.3K +277 +6%
HH
500
Hilltop Holdings
Texas
$266K -$256K -4,948 -49%
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