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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 %
VFA
501
Values First Advisors
Tennessee
$266K +$17K +328 +7%
DCM
502
Donaldson Capital Management
Indiana
$258K -$98.2K -1,898 -28%
CNC
503
Canandaigua National Corp
New York
$258K +$258K +4,991 New
SIAP
504
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K -$36.2K -700 -12%
9WM
505
9258 Wealth Management
Ohio
$253K -$15.9K -307 -6%
CANY
506
Caxton Associates (New York)
New York
$250K -$779K -15,067 -76%
GRP
507
Global Retirement Partners
California
$249K +$31.8K +615 +15%
FI
508
FormulaFolio Investments
Michigan
$246K -$17.6K -340 -7%
LC
509
LCNB Corp
Ohio
$245K +$11K +213 +5%
CCFM
510
Clear Creek Financial Management
Washington
$245K +$245K +4,735 New
Wealthfront Advisers
511
Wealthfront Advisers
California
$244K -$2.21M -42,703 -90%
CCM
512
Cadence Capital Management
Massachusetts
$244K -$324K -6,269 -57%
AWA
513
ARS Wealth Advisors
Florida
$244K – – –
GLA
514
Great Lakes Advisors
Illinois
$242K -$28.8K -555 -11%
PCM
515
Prelude Capital Management
New York
$241K +$98.9K +1,914 +70%
SMC
516
Smith, Moore & Co
Missouri
$236K -$11.4K -219 -5%
RSWM
517
Robertson Stephens Wealth Management
California
$235K +$235K +4,545 New
DP
518
Dearborn Partners
Illinois
$233K -$236K -4,560 -50%
IWM
519
IHT Wealth Management
Illinois
$233K -$187K -3,622 -45%
CCB
520
Cutter & Co Brokerage
Missouri
$232K -$570 -11 -0.2%
HIS
521
Harvest Investment Services
Illinois
$229K -$4.75K -92 -2%
CCA
522
Checchi Capital Advisers
California
$227K -$34.5K -667 -13%
SS
523
Simplicity Solutions
Minnesota
$226K -$657K -12,724 -74%
CG
524
Caprock Group
Idaho
$226K -$56.7K -1,096 -20%
DBRC
525
D.B. Root & Company
Pennsylvania
$222K +$222K +4,293 New
19 20
21
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