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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 %
ANRIA
501
American National Registered Investment Advisor
Texas
$255K – – –
PFS
502
Prospera Financial Services
Texas
$255K +$246K +3,803 +2,659%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$254K +$135K +2,094 +114%
RIA
504
Regal Investment Advisors
Michigan
$254K +$254K +3,926 New
SBF
505
Sara-Bay Financial
Florida
$252K +$9.05K +140 +4%
QT
506
Quantamental Technologies
New York
$251K +$251K +3,886 New
NL
507
NWAM LLC
Washington
$250K +$250K +3,875 New
9WM
508
9258 Wealth Management
Ohio
$247K -$58.9K -913 -19%
BFC
509
Blue Fin Capital
Rhode Island
$247K -$7.92K -123 -3%
FC
510
FORA Capital
Florida
$246K +$246K +3,801 New
Federated Hermes
511
Federated Hermes
Pennsylvania
$245K -$23.9K -369 -9%
APA
512
American Portfolios Advisors
New York
$245K -$36.6K -567 -13%
RFC
513
Regions Financial Corp
Alabama
$243K – – –
SEP
514
Southland Equity Partners
Missouri
$242K +$242K +3,745 New
VFA
515
Valeo Financial Advisors
Indiana
$242K -$19K -294 -7%
BHA
516
Beech Hill Advisors
New York
$242K – – –
FI
517
FormulaFolio Investments
Michigan
$240K -$31.8K -491 -12%
PAS
518
Park Avenue Securities
New York
$240K +$240K +3,722 New
WPP
519
Whalerock Point Partners
Rhode Island
$238K +$221K +3,411 +1,268%
KWM
520
Kingsview Wealth Management
Oregon
$236K -$59.7K -923 -20%
RSWM
521
Robertson Stephens Wealth Management
California
$234K -$12.8K -198 -5%
GT
522
Greenleaf Trust
Michigan
$234K +$234K +3,621 New
CCB
523
Cutter & Co Brokerage
Missouri
$227K -$51.1K -790 -18%
RHBC
524
R.H. Bluestein & Co
Michigan
$226K +$226K +3,500 New
MFW
525
Mosaic Family Wealth
Missouri
$226K +$226K +3,500 New
19 20
21
22 23