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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 %
WT
576
Washington Trust
Rhode Island
$69K -$18K -350 -21%
GWS
577
Glassman Wealth Services
Virginia
$69K +$3.9K +75 +6%
EI
578
Ellevest Inc
New York
$69K +$24.8K +479 +56%
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$68K +$8.8K +170 +15%
MIFH
580
Migdal Insurance & Financial Holdings
Israel
$67K -$413 -8 -0.6%
LFASL
581
Lugano Financial Advisors SA (LFA)
Switzerland
$67K – – –
PK
582
Pflug Koory
Nebraska
$65K – – –
IA
583
IndexIQ Advisors
New York
$63K +$55.7K +1,075 +762%
Acadian Asset Management
584
Acadian Asset Management
Massachusetts
$62K +$62K +1,201 New
CWC
585
Carolinas Wealth Consulting
North Carolina
$60K +$60K +1,158 New
CFN
586
Cordasco Financial Network
Florida
$58K -$37.4K -726 -39%
GEA
587
Glen Eagle Advisors
New Jersey
$57.2K +$20.2K +391 +55%
CA
588
Clearstead Advisors
Ohio
$57K +$11.8K +226 +26%
CAL
589
Capital Analysts LLC
Pennsylvania
$54K +$468 +9 +0.9%
CAC
590
Certified Advisory Corp
Florida
$53K +$103 +2 +0.2%
HFM
591
Hartford Financial Management
Connecticut
$52K – – –
MCA
592
Mercer Capital Advisers
New Jersey
$52K – – –
First Manhattan
593
First Manhattan
New York
$51K -$157K -3,075 -75%
ST
594
Smithfield Trust
Pennsylvania
$51K -$10.8K -205 -17%
CFO
595
CVA Family Office
Colorado
$51K +$4.52K +87 +10%
QCG
596
Quadrant Capital Group
Ohio
$50K -$59.1K -1,151 -54%
O
597
Ossiam
France
$48K -$190K -3,639 -80%
TCOV
598
Trust Company of Vermont
Vermont
$47K -$17.1K -330 -27%
JCM
599
Jacobi Capital Management
Pennsylvania
$47K +$51 +1 +0.1%
KPW
600
Kore Private Wealth
New York
$47K +$769 +15 +2%
22 23
24
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