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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 %
IFAM
676
Institutional & Family Asset Management
Colorado
$10K +$1.84K +35 +23%
SFSIG
677
San Francisco Sentry Investment Group
California
$10K +$7K +140 +233%
BWA
678
BDO Wealth Advisors
Florida
$9K -$8.13K -150 -47%
HB
679
Horizon Bancorp
Indiana
$9K – – –
GFPC
680
Global Financial Private Client
Florida
$8.69K -$46.8K -873 -84%
BAM
681
Bellevue Asset Management
Washington
$8K – – –
AW
682
Avion Wealth
Texas
$8K – – –
HFA
683
Hoover Financial Advisors
Pennsylvania
$8K +$8K +157 New
JSC
684
Jackson Square Capital
California
$7K -$8.3K -160 -54%
CI
685
CX Institutional
Indiana
$7K -$930 -17 -12%
HIA
686
Harbor Investment Advisory
Maryland
$7K – – –
TPWA
687
TRUE Private Wealth Advisors
Oregon
$7K – – –
SWM
688
Selective Wealth Management
Virginia
$7K – – –
MRCM
689
M&R Capital Management
New Jersey
$6K – – –
AWM
690
Apollon Wealth Management
South Carolina
$6K +$6K +107 New
THWM
691
Taylor Hoffman Wealth Management
Virginia
$6K +$6K +124 New
WPA
692
West Paces Advisors
Georgia
$5.18K -$10.6K -205 -67%
GFPC
693
Global Financial Private Capital
Florida
$5K -$4.12M -77,504 -100%
DAM
694
Delta Asset Management
Tennessee
$5K -$7.1K -142 -59%
IAS
695
IMA Advisory Services
Colorado
$5K – – –
CHC
696
City Holding Co
West Virginia
$5K – – –
FRA
697
Front Row Advisors
California
$5K – – –
AWM
698
Avior Wealth Management
Nebraska
$4K – – –
SL
699
Savior LLC
Massachusetts
$4K – – –
PWMG
700
Prestige Wealth Management Group
New Jersey
$4K +$1.04K +19 +35%
26 27
28
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