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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 %
NSIM
626
North Star Investment Management
Illinois
$32K – – –
AF
627
Allworth Financial
California
$32K – – –
VNA
628
Valley National Advisers
Pennsylvania
$32K +$9.6K +150 +43%
CI
629
CX Institutional
Indiana
$32K +$17.6K +269 +122%
LC
630
Lindbrook Capital
California
$31K -$7.64K -118 -20%
RA
631
Reby Advisors
Connecticut
$30K +$30K +466 New
PB
632
Pinnacle Bancorp
Nebraska
$29K -$6.12K -95 -17%
FCA
633
FinTrust Capital Advisors
South Carolina
$29K – – –
TFS
634
TrustCore Financial Services
Tennessee
$29K – – –
GI
635
Gradient Investments
Minnesota
$28K – – –
CFFP
636
Center for Financial Planning
Michigan
$28K – – –
FWM
637
FSA Wealth Management
Massachusetts
$28K +$28K +429 New
ACA
638
Atlas Capital Advisors
Wyoming
$26.9K +$26.9K +417 New
HFS
639
Horizon Financial Services
North Carolina
$25K – – –
EIP
640
Ellis Investment Partners
Pennsylvania
$25K +$260 +4 +1%
SWA
641
Sutton Wealth Advisors
Florida
$23.7K +$1.29K +20 +6%
CWP
642
Concord Wealth Partners
Virginia
$23K +$23K +354 New
CIA
643
CSat Investment Advisory
Michigan
$22K -$82.1K -1,265 -79%
SCM
644
Silvant Capital Management
Georgia
$22K – – –
ADL
645
Asset Dedication LLC
California
$22K +$2.75K +43 +14%
CTFG
646
Capstone Triton Financial Group
Oklahoma
$22K +$22K +340 New
HWA
647
Heritage Wealth Advisors
Virginia
$21K – – –
TCM
648
Tradewinds Capital Management
Washington
$21K +$189 +3 +0.9%
JFA
649
JNBA Financial Advisors
Minnesota
$20K -$2.05K -32 -9%
AAP
650
Arax Advisory Partners
Colorado
$20K +$196 +3 +1%
24 25
26
27 28