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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
$569M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$390M
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
$153M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.4M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$48.7M
4
Charles Schwab
Charles Schwab
California
$192M
5
BlackRock
BlackRock
New York
$2.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$17.9K -$27.4K -530 -61%
HWA
652
Heritage Wealth Advisors
Virginia
$17.1K – – –
AAP
653
Arax Advisory Partners
Colorado
$16K +$213 +4 +1%
ADL
654
Asset Dedication LLC
California
$16K +$1.86K +35 +13%
CB
655
Community Bank
New York
$16K +$6K +120 +60%
MHR
656
Matthew Hamilton Rosenberg
$16K +$16K +301 New
LWA
657
Lenox Wealth Advisors
New York
$16K +$16K +305 New
HGWM
658
Harvest Group Wealth Management
Massachusetts
$15K – – –
SFPG
659
Stonebridge Financial Planning Group
Florida
$15K +$106 +2 +0.7%
BL
660
Balentine LLC
Georgia
$14K +$14K +279 New
PCIA
661
Prime Capital Investment Advisors
Kansas
$13K -$705 -14 -5%
RWA
662
Ropes Wealth Advisors
Massachusetts
$13K – – –
IRC
663
Investors Research Corp
Georgia
$13K – – –
EARNEST Partners
664
EARNEST Partners
Georgia
$13K – – –
TWP
665
TFO Wealth Partners
Ohio
$13K +$13K +250 New
DSC
666
Duncker Streett & Co
Missouri
$12K -$17.7K -355 -60%
GWMIA
667
Global Wealth Management Investment Advisory
Florida
$12K -$4.58K -87 -28%
PMFA
668
Plante Moran Financial Advisors
Michigan
$12K – – –
SSB
669
Sandy Spring Bank
Maryland
$12K – – –
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
FP
671
Financial Perspectives
Minnesota
$11.2K – – –
AIL
672
AGF Investments LLC
Ontario, Canada
$11K -$497K -9,888 -98%
CCM
673
Covington Capital Management
California
$10K -$5.4K -108 -35%
VNA
674
Valley National Advisers
Pennsylvania
$10K – – –
ME
675
McIlrath & Eck
Washington
$10K – – –
25 26
27
28 29