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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 %
EFSCE
626
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$4.26K +81 +19%
NSIM
627
North Star Investment Management
Illinois
$26K – – –
HPC
628
HM Payson & Co
Maine
$26K – – –
HCM
629
Highlander Capital Management
New Jersey
$26K – – –
MWA
630
Moser Wealth Advisors
Washington
$26K – – –
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$25K – – –
FCA
632
FinTrust Capital Advisors
South Carolina
$24K – – –
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$24K +$20.9K +411 +663%
FANJ
634
Financial Architects (New Jersey)
New Jersey
$23K -$25.5K -500 -53%
GTAM
635
Global Trust Asset Management
Florida
$23K – – –
TFS
636
TrustCore Financial Services
Tennessee
$23K – – –
CFFP
637
Center for Financial Planning
Michigan
$22K – – –
FWM
638
FSA Wealth Management
Massachusetts
$22K – – –
ACA
639
Atlas Capital Advisors
Wyoming
$21.6K -$32.3K -624 -60%
CFD
640
Creative Financial Designs
Indiana
$21K -$201K -3,828 -91%
ClearBridge Investments
641
ClearBridge Investments
New York
$21K – – –
MCM
642
MV Capital Management
Maryland
$21K – – –
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.84K +111 +39%
EIP
644
Ellis Investment Partners
Pennsylvania
$20K +$212 +4 +1%
WAS
645
Winch Advisory Services
Wisconsin
$20K +$260 +5 +1%
RCA
646
Ranch Capital Advisors
Florida
$19K – – –
TCM
647
Tradewinds Capital Management
Washington
$18K -$4.08K -78 -18%
JFA
648
JNBA Financial Advisors
Minnesota
$18K – – –
SCM
649
Silvant Capital Management
Georgia
$18K – – –
NICM
650
Neo Ivy Capital Management
New York
$18K +$18K +355 New
24 25
26
27 28