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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 %
TI
726
tru Independence
Oregon
$29 +$14 +264 +89%
HM
727
HealthCor Management
New York
– -$72.4M -1,582,360 Closed
BL
728
Bleichroeder LP
New York
– -$6.7M -146,398 Closed
BSA
729
Braun Stacey Associates
New York
– -$5.65M -123,394 Closed
RPI
730
Railway Pension Investments
United Kingdom
– -$4.62M -100,896 Closed
Cerity Partners
731
Cerity Partners
New York
– -$3.85M -84,145 Closed
FVWA
732
Foster Victor Wealth Advisors
South Carolina
– -$3.6M -82,392 Closed
JAM
733
JLP Asset Management
New York
– -$3.27M -71,516 Closed
BCM
734
BlueCrest Capital Management
Jersey
– -$3.22M -70,400 Closed
RBA
735
Richard Bernstein Advisors
New York
– -$3.18M -69,461 Closed
AIMCA
736
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.77M -60,400 Closed
JAM
737
Jupiter Asset Management
United Kingdom
– -$2.1M -46,074 Closed
EAM
738
Eagle Asset Management
Florida
– -$3.66M -44,720 Closed
USAA
739
United Services Automobile Association
Texas
– -$1.68M -36,800 Closed
CA
740
Commerzbank Aktiengesellschaft
Germany
– -$1.54M -33,705 Closed
ECM
741
ETrade Capital Management
Virginia
– -$1.33M -29,038 Closed
Arrowstreet Capital
742
Arrowstreet Capital
Massachusetts
– -$1.2M -26,200 Closed
FB
743
Fulton Bank
Pennsylvania
– -$1.17M -25,439 Closed
BB
744
Bell Bank
North Dakota
– -$1.15M -25,066 Closed
IMRF
745
Illinois Municipal Retirement Fund
Illinois
– -$1.15M -25,058 Closed
KTM
746
Keeler Thomas Management
Utah
– -$1.12M -24,533 Closed
ECM
747
ExodusPoint Capital Management
New York
– -$1.09M -23,829 Closed
DLCIG
748
D.L. Carlson Investment Group
New Hampshire
– -$1.03M -22,487 Closed
PI
749
PEAK6 Investments
Illinois
– -$945K -20,638 Closed
SSA
750
Schonfeld Strategic Advisors
New York
– -$826K -18,042 Closed
28 29
30
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