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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 %
CT
551
Clearstead Trust
Maine
$157K – – –
SM
552
SG3 Management
Puerto Rico
$155K +$155K +3,000 New
SF
553
Synovus Financial
Georgia
$147K -$310K -6,080 -68%
WAM
554
Wolverine Asset Management
Illinois
$144K +$144K +2,787 New
S
555
Seeyond
France
$139K -$1.31M -25,399 -90%
SFS
556
Sowell Financial Services
Arkansas
$132K -$23.9K -462 -15%
M
557
MOTCO
Texas
$132K +$42.8K +825 +48%
PHK
558
Point72 Hong Kong
Hong Kong
$129K +$129K +2,502 New
CFA
559
Carroll Financial Associates
North Carolina
$128K -$20.1K -391 -14%
HI
560
Hudock Inc
Pennsylvania
$126K -$668 -13 -0.5%
FQ
561
First Quadrant
California
$118K – – –
OPS
562
Orion Portfolio Solutions
Nebraska
$112K +$12.2K +235 +12%
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K -$237K -4,589 -70%
OIA
564
Optimum Investment Advisors
Illinois
$99K -$50.2K -965 -34%
M
565
Mirova
France
$95K -$1.4K -27 -1%
LWM
566
Liberty Wealth Management
California
$94K -$22.2K -430 -19%
AIM
567
Arcadia Investment Management
Michigan
$92K – – –
PCG
568
Private Capital Group
Connecticut
$84K -$19.9K -383 -19%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$82K -$16.4K -316 -17%
SCA
570
Stonebridge Capital Advisors
Minnesota
$82K +$14.4K +276 +21%
S
571
SignatureFD
Georgia
$79K -$85.2K -1,655 -52%
HDIM
572
Hanson & Doremus Investment Management
Vermont
$78K – – –
CIA
573
CSat Investment Advisory
Michigan
$77K +$23.2K +452 +43%
NL
574
NVWM LLC
Pennsylvania
$72K – – –
PA
575
Parallel Advisors
California
$70K -$6.4K -124 -8%
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