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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 %
PWMG
701
Prestige Wealth Management Group
New Jersey
$5K +$321 +5 +7%
RFA
702
Reilly Financial Advisors
California
$4K – – –
ST
703
Sageworth Trust
Pennsylvania
$4K – – –
BC
704
Bartlett & Co
Ohio
$4K +$667 +10 +20%
SIM
705
Sonora Investment Management
Arizona
$4K +$1.24K +17 +45%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$3.88K +$646 +10 +20%
HR
707
Howe & Rusling
New York
$3K – – –
EWA
708
Evolution Wealth Advisors
Florida
$3K – – –
PVH
709
Psagot Value Holdings
Israel
$3K – – –
HIA
710
Harbor Investment Advisory
Maryland
$3K – – –
FMP
711
Financial Management Professionals
Texas
$3K – – –
RWG
712
Regal Wealth Group
California
$3K – – –
BWM
713
BerganKDV Wealth Management
Minnesota
$3K – – –
TF
714
Tompkins Financial
New York
$3K +$3K +47 New
TFA
715
Transamerica Financial Advisors
Florida
$2K -$100 -1 -5%
BHWM
716
Bay Harbor Wealth Management
Maryland
$2K – – –
CHC
717
City Holding Co
West Virginia
$2K – – –
IF
718
Ironwood Financial
Arizona
$2K – – –
FHC
719
First Horizon Corporation
Tennessee
$2K +$609 +14 +44%
SFO
720
Standard Family Office
South Dakota
$2K +$2K +25 New
ONST
721
Old North State Trust
North Carolina
$2K +$2K +27 New
ICP
722
Interchange Capital Partners
Pennsylvania
$2K +$2K +44 New
CAGAS
723
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
TWA
724
TCI Wealth Advisors
Arizona
$1K – – –
RIA
725
RPG Investment Advisory
California
$1K – – –
27 28
29
30 31