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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 %
AssetMark Inc
526
AssetMark Inc
California
$224K +$1.1K +17 +0.5%
HH
527
Hilltop Holdings
Texas
$224K +$224K +3,467 New
DZ Bank
528
DZ Bank
Germany
$223K -$238K -3,740 -52%
MW
529
Marcum Wealth
Ohio
$223K -$14.1K -219 -6%
KFGK
530
Keystone Financial Group (Kentucky)
Kentucky
$220K +$220K +3,403 New
CGL
531
Clarius Group LLC
Washington
$218K +$218K +3,366 New
MC
532
Moors & Cabot
Massachusetts
$213K -$44.3K -687 -17%
GVAG
533
Great Valley Advisor Group
Delaware
$213K -$30.4K -472 -13%
H
534
HoyleCohen
California
$213K +$213K +3,300 New
GCP
535
GSA Capital Partners
United Kingdom
$212K +$212K +3,283 New
GT
536
Glenmede Trust
Pennsylvania
$209K -$97.1K -1,513 -32%
BUB
537
BBVA USA Bancshares
Texas
$209K +$209K +3,242 New
FNBT
538
FineMark National Bank & Trust
Florida
$206K +$206K +3,183 New
CC
539
Carlson Capital
Texas
$205K +$205K +3,175 New
WCM
540
Weld Capital Management
New York
$202K -$1.64M -25,385 -89%
Marshall Wace
541
Marshall Wace
United Kingdom
$201K +$201K +3,113 New
AWA
542
Arkadios Wealth Advisors
Georgia
$198K -$638K -9,874 -76%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
CT
544
Clearstead Trust
Maine
$196K – – –
SIAP
545
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$195K – – –
DAC
546
Dividend Assets Capital
South Carolina
$194K +$194K +3,000 New
S
547
Seeyond
France
$176K -$968 -15 -0.5%
LIM
548
Longfellow Investment Management
Massachusetts
$174K +$174K +2,684 New
EI
549
Ellevest Inc
New York
$162K +$43K +666 +36%
CFA
550
Carroll Financial Associates
North Carolina
$160K – – –
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