WELL icon

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 %
AIM
651
Anchor Investment Management
South Carolina
$19.4K – – –
MCM
652
MV Capital Management
Maryland
$19K – – –
HGWM
653
Harvest Group Wealth Management
Massachusetts
$19K – – –
PCIA
654
Prime Capital Investment Advisors
Kansas
$19K +$13.1K +200 +222%
CCM
655
Covington Capital Management
California
$19K +$19K +300 New
MHR
656
Matthew Hamilton Rosenberg
$17K -$2.83K -43 -14%
NL
657
NVWM LLC
Pennsylvania
$16K -$75.1K -1,150 -82%
SLF
658
Sun Life Financial
Ontario, Canada
$16K -$389 -6 -2%
EARNEST Partners
659
EARNEST Partners
Georgia
$16K – – –
IRC
660
Investors Research Corp
Georgia
$16K – – –
SWM
661
Selective Wealth Management
Virginia
$16K +$7.04K +110 +79%
WAS
662
Winch Advisory Services
Wisconsin
$15K -$8.09K -124 -35%
SFSIG
663
San Francisco Sentry Investment Group
California
$15K – – –
MSFP
664
Mark Sheptoff Financial Planning
Connecticut
$15K +$8.48K +130 +130%
LWA
665
Lenox Wealth Advisors
New York
$15K +$15K +231 New
O
666
Ossiam
France
$14K -$237K -3,687 -94%
PMFA
667
Plante Moran Financial Advisors
Michigan
$14K – – –
BSSFA
668
Baron Silver Stevens Financial Advisors
Florida
$14K +$14K +229 New
FP
669
Financial Perspectives
Minnesota
$14K – – –
GTAM
670
Global Trust Asset Management
Florida
$13K -$16.3K -250 -56%
HPC
671
HM Payson & Co
Maine
$13K -$15.1K -233 -54%
EW
672
Evoke Wealth
California
$13K -$1.44K -23 -10%
CB
673
Community Bank
New York
$13K – – –
SIAG
674
Signet Investment Advisory Group
Rhode Island
$13K +$13K +200 New
ME
675
McIlrath & Eck
Washington
$12K – – –
25 26
27
28 29