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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
$4.16B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$830M
3
Invesco
Invesco
Georgia
$338M
4
CIM
Centersquare Investment Management
Pennsylvania
$309M
5
Principal Financial Group
Principal Financial Group
Iowa
$904M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$760M
2
Goldman Sachs
Goldman Sachs
New York
$142M
3
LPC
Long Pond Capital
New York
$0
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
476
Crescent Capital Consulting
Louisiana
$296K +$296K +4,586 New
GLA
477
Good Life Advisors
Pennsylvania
$289K +$8.78K +133 +3%
IA
478
IFP Advisors
Florida
$286K -$57.1K -888 -17%
V
479
Veritable
Delaware
$286K -$26.2K -405 -8%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$286K -$17.4K -270 -6%
NA
481
NewEdge Advisors
Louisiana
$283K -$42.6K -658 -13%
JSL
482
JT Stratford LLC
Georgia
$283K +$25.2K +390 +10%
VPIM
483
Vanguard Personalized Indexing Management
California
$278K +$21.5K +333 +8%
KFS
484
Kurt F. Somerville
$276K -$103K -1,595 -27%
DCM
485
Donaldson Capital Management
Indiana
$276K -$66.4K -1,026 -19%
BG
486
Bollard Group
Massachusetts
$276K – – –
CNC
487
Canandaigua National Corp
New York
$271K -$44.8K -692 -14%
IWM
488
IHT Wealth Management
Illinois
$271K -$8.27K -128 -3%
ASN
489
Advisory Services Network
Georgia
$270K -$124K -1,921 -31%
FF
490
FourThought Financial
Florida
$269K +$269K +4,168 New
CHA
491
Carmichael Hill & Associates
Maryland
$267K +$453 +7 +0.2%
CCA
492
Checchi Capital Advisers
California
$264K +$5.05K +78 +2%
WS
493
Wedbush Securities
California
$263K +$263K +4,070 New
TMAM
494
Tokio Marine Asset Management
Japan
$262K +$262K +4,061 New
MSAM
495
Moloney Securities Asset Management
Missouri
$261K -$5.94K -92 -2%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$260K +$260K +4,019 New
CCP
497
Corient Capital Partners
California
$259K +$259K +4,013 New
SWP
498
Stratos Wealth Partners
Ohio
$258K -$52.5K -813 -17%
DP
499
Dearborn Partners
Illinois
$258K – – –
KA
500
Kintegral Advisory
New York
$256K – – –
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