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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 %
HWA
601
HHM Wealth Advisors
Tennessee
$47K +$10.4K +200 +29%
OSNBOA
602
Old Second National Bank of Aurora
Illinois
$46K -$20.8K -400 -31%
RDWM
603
Red Door Wealth Management
Tennessee
$46K +$515 +10 +1%
TC
604
Trust Company
Kansas
$44K – – –
TH
605
TCTC Holdings
Texas
$44K +$44K +850 New
KWM
606
Keebeck Wealth Management
Illinois
$43K +$43K +844 New
WB
607
Webster Bank
Connecticut
$42K – – –
BSAM
608
Blue Square Asset Management
New York
$42K +$42K +805 New
FHA
609
First Horizon Advisors
Tennessee
$41K -$5.38K -105 -12%
MAM
610
Meeder Asset Management
Ohio
$41K +$18.7K +364 +84%
AF
611
Advisornet Financial
Minnesota
$40K -$22.3K -436 -36%
FHA
612
Flagship Harbor Advisors
Massachusetts
$39K -$63.8K -1,240 -62%
BAM
613
Barrett Asset Management
New York
$39K – – –
AF
614
Allworth Financial
California
$38K – – –
BWL
615
Bogart Wealth LLC
Virginia
$36K -$1.73M -33,410 -98%
ZB
616
Zions Bancorporation
Utah
$36K -$1.13M -21,848 -97%
FWM
617
Focused Wealth Management
New York
$36K -$5.68K -109 -14%
SIS
618
Sound Income Strategies
Florida
$35K -$6.5K -126 -16%
NIM
619
NuWave Investment Management
New Jersey
$33K +$33K +631 New
RA
620
Rational Advisors
New York
$33K +$33K +631 New
EW
621
Evoke Wealth
California
$31K -$42.9K -817 -58%
LC
622
Lindbrook Capital
California
$31K -$38.6K -743 -55%
BCA
623
Berman Capital Advisors
Georgia
$28K -$18.3K -364 -39%
PB
624
Pinnacle Bancorp
Nebraska
$28K – – –
GI
625
Gradient Investments
Minnesota
$27K +$2.14K +41 +9%
23 24
25
26 27