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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 %
RFC
526
Regions Financial Corp
Alabama
$221K -$31.1K -600 -12%
BG
527
Bollard Group
Massachusetts
$221K – – –
LS
528
Livforsakringsbolaget Skandia
Sweden
$220K – – –
FBT
529
First Bank & Trust
South Dakota
$217K -$485K -9,394 -69%
CHA
530
Carmichael Hill & Associates
Maryland
$213K -$21.6K -418 -9%
KA
531
Kintegral Advisory
New York
$211K +$211K +4,082 New
LWM
532
Loveless Wealth Management
Montana
$210K +$210K +4,050 New
BFC
533
Blue Fin Capital
Rhode Island
$210K +$210K +4,071 New
MC
534
Moors & Cabot
Massachusetts
$207K +$207K +3,987 New
LCM
535
Laurion Capital Management
New York
$207K +$207K +4,000 New
GLA
536
Good Life Advisors
Pennsylvania
$205K +$205K +3,953 New
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$204K -$263K -5,071 -56%
CBA
538
Coastal Bridge Advisors
Connecticut
$204K +$204K +3,934 New
ANRIA
539
American National Registered Investment Advisor
Texas
$204K +$204K +3,950 New
SBF
540
Sara-Bay Financial
Florida
$203K +$203K +3,828 New
PFS
541
Prospera Financial Services
Texas
$203K +$203K +3,925 New
SAS
542
Stelac Advisory Services
New York
$203K +$203K +3,928 New
DWT
543
Dorsey & Whitney Trust
South Dakota
$202K -$258K -4,992 -56%
NL
544
NWAM LLC
Washington
$201K +$201K +3,875 New
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
VFA
546
Valeo Financial Advisors
Indiana
$193K +$91.8K +1,779 +91%
AssetMark Inc
547
AssetMark Inc
California
$171K +$24.3K +470 +17%
Lazard Asset Management
548
Lazard Asset Management
New York
$170K +$5.98K +116 +4%
HFM
549
Harvest Fund Management
China
$158K +$112K +2,100 +247%
RIM
550
Rampart Investment Management
Connecticut
$157K -$31K -597 -16%
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