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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
1
Vanguard Group
Pennsylvania
$4.16B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$830M
3
Invesco
3
Invesco
Georgia
$338M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$309M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$904M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$760M
2
Goldman Sachs
2
Goldman Sachs
New York
$142M
3
LPC
3
Long Pond Capital
New York
$0
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$477M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
601
Smithfield Trust
Pennsylvania
$58K – – –
HWA
602
HHM Wealth Advisors
Tennessee
$58K – – –
BBHC
603
Brown Brothers Harriman & Co
New York
$56K +$52K +800 +1,311%
FPS
604
Fieldpoint Private Securities
Connecticut
$56K +$56K +872 New
TH
605
TCTC Holdings
Texas
$55K – – –
TC
606
Trust Company
Kansas
$55K – – –
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$55K +$18.2K +280 +49%
MA
608
Montag & Associates
Georgia
$54K +$54K +842 New
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$53K +$385 +6 +0.7%
VCG
610
Vantage Consulting Group
Virginia
$53K +$53K +826 New
OSNBOA
611
Old Second National Bank of Aurora
Illinois
$52K -$25.1K -390 -33%
WB
612
Webster Bank
Connecticut
$52K – – –
CCA
613
Childress Capital Advisors
Texas
$52K +$52K +799 New
AF
614
Advisornet Financial
Minnesota
$51K +$322 +5 +0.6%
ADIM
615
Alpha DNA Investment Management
Maryland
$51K +$51K +800 New
BAM
616
Barrett Asset Management
New York
$48K – – –
ZB
617
Zions Bancorporation
Utah
$47K +$259 +4 +0.6%
SIS
618
Sound Income Strategies
Florida
$46K – – –
CFD
619
Creative Financial Designs
Indiana
$45K +$19.3K +300 +75%
GLLW
620
Graves Light Lenhart Wealth
Virginia
$42K +$42K +657 New
BCA
621
Berman Capital Advisors
Georgia
$41K +$5.1K +79 +14%
AFG
622
Albion Financial Group
Utah
$41K +$41K +637 New
FWM
623
Focused Wealth Management
New York
$38K -$7.18K -110 -16%
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$3.63K +56 +12%
HCM
625
Highlander Capital Management
New Jersey
$32K – – –
23 24
25
26 27