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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 %
BBHC
701
Brown Brothers Harriman & Co
New York
$3K -$73.2K -1,610 -96%
BC
702
Bartlett & Co
Ohio
$3K -$23.4K -390 -89%
PVH
703
Psagot Value Holdings
Israel
$3K – – –
RFA
704
Reilly Financial Advisors
California
$3K – – –
ST
705
Sageworth Trust
Pennsylvania
$3K – – –
WCG
706
Weaver Consulting Group
California
$3K – – –
TFO
707
Tarbox Family Office
California
$3K +$1.66K +31 +124%
EWA
708
Evolution Wealth Advisors
Florida
$3K +$3K +50 New
RWG
709
Regal Wealth Group
California
$3K +$3K +50 New
PW
710
Price Wealth
Texas
$3K +$3K +54 New
BCWM
711
Bartlett & Co Wealth Management
Ohio
$2.59K -$20.2K -390 -89%
BWM
712
BerganKDV Wealth Management
Minnesota
$2K -$31.2K -609 -94%
SIM
713
Sonora Investment Management
Arizona
$2K – – –
IF
714
Ironwood Financial
Arizona
$2K – – –
BFC
715
Bedel Financial Consulting
Indiana
$2K – – –
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$2K – – –
LAS
717
Lloyd Advisory Services
Georgia
$2K -$118K – –
FMP
718
Financial Management Professionals
Texas
$2K +$2K +43 New
HR
719
Howe & Rusling
New York
$2K +$2K +45 New
BHWM
720
Bay Harbor Wealth Management
Maryland
$1K -$120K -3,007 -99%
LWM
721
Lenox Wealth Management
Ohio
$1K -$1K -24 -50%
TFA
722
Transamerica Financial Advisors
Florida
$1K -$14K -14 -93%
RIA
723
RPG Investment Advisory
California
$1K – – –
CAGAS
724
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
CCM
725
Cribstone Capital Management
Maine
$1K +$1K +24 New
27 28
29
30 31