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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 %
RIA
726
RPG Investment Advisory
California
$1K – – –
FWM
727
ForthRight Wealth Management
Georgia
$1K +$1K +8 New
MA
728
MUFG Americas
New York
$1K +$1K +8 New
GWMIA
729
Global Wealth Management Investment Advisory
Florida
$1K +$1K +16 New
MLFP
730
MPS Loria Financial Planners
Illinois
$1K +$1K +20 New
CBTWT
731
Community Bank & Trust (Waco, Texas)
Texas
$684 -$130 -2,005 -16%
GFPC
732
Global Financial Private Client
Florida
$388 +$388 +6 New
TI
733
tru Independence
Oregon
$24 +$7 +108 +41%
LPC
734
Long Pond Capital
New York
– -$76.9M -1,395,173 Closed
Swedbank
735
Swedbank
Sweden
– -$24.9M -452,883 Closed
EIM
736
Elliott Investment Management
Florida
– -$22M -400,000 Closed
DDPIC
737
Deroy & Devereaux Private Investment Counsel
Michigan
– -$7.97M -144,605 Closed
FM
738
Forward Management
California
– -$6.81M -125,000 Closed
AFG
739
American Financial Group
Ohio
– -$6.53M -118,440 Closed
BRWM
740
B. Riley Wealth Management
Tennessee
– -$4.23M -76,804 Closed
QT
741
Quantbot Technologies
New York
– -$2.06M -37,372 Closed
RA
742
RMR Advisors
Massachusetts
– -$1.88M -34,200 Closed
DA
743
Duality Advisers
Florida
– -$1.72M -31,210 Closed
HighTower Advisors
744
HighTower Advisors
Illinois
– -$958K -17,443 Closed
Wolverine Trading
745
Wolverine Trading
Illinois
– -$833K -15,288 Closed
PCM
746
Parsons Capital Management
Rhode Island
– -$832K -15,104 Closed
Connor, Clark & Lunn Investment Management (CC&L)
747
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$826K -14,986 Closed
PFC
748
Phocas Financial Corp
California
– -$724K -13,154 Closed
CC
749
Cipher Capital
New York
– -$694K -12,601 Closed
JWCA
750
J.W. Cole Advisors
Florida
– -$595K -10,798 Closed
28 29
30
31 32