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Welltower
WELL

740 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, 224 increasing their positions, 306 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

29% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $65.8M

17% more capital invested

Capital invested by funds: $21B → $24.5B (+$3.5B)

5% more funds holding

Funds holding: 702 → 740 (+38)

0.82% less ownership

Funds ownership: 91.51% → 90.69% (-0.82%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

27% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 306

Holders
740
Holders Change
+38
Holders Change %
+5.41%
% of All Funds
13.1%
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
224
Reduced
306
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
3
Invesco
Invesco
Georgia
+$253M
4
CIM
Centersquare Investment Management
Pennsylvania
+$140M
5
Principal Financial Group
Principal Financial Group
Iowa
+$123M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$995M
2
Goldman Sachs
Goldman Sachs
New York
-$94.5M
3
LPC
Long Pond Capital
New York
-$76.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$62.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$52.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
726
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
RIA
727
RPG Investment Advisory
California
$1K – – –
TWA
728
TCI Wealth Advisors
Arizona
$1K – – –
TFM
729
TFC Financial Management
Massachusetts
$1K – – –
FWM
730
ForthRight Wealth Management
Georgia
$1K +$486 +8 New
MA
731
MUFG Americas
New York
$1K +$486 +8 New
GWMIA
732
Global Wealth Management Investment Advisory
Florida
$1K +$971 +16 New
MLFP
733
MPS Loria Financial Planners
Illinois
$1K +$1.21K +20 New
CBTWT
734
Community Bank & Trust (Waco, Texas)
Texas
$684 -$122K -2,005 -16%
GFPC
735
Global Financial Private Client
Florida
$388 +$364 +6 New
TI
736
tru Independence
Oregon
$24 +$6.55K +108 +41%
LPC
737
Long Pond Capital
New York
– -$76.9M -1,395,173 Closed
Swedbank
738
Swedbank
Sweden
– -$24.9M -452,883 Closed
EIM
739
Elliott Investment Management
Florida
– -$22M -400,000 Closed
DDPIC
740
Deroy & Devereaux Private Investment Counsel
Michigan
– -$7.97M -144,605 Closed
FM
741
Forward Management
California
– -$6.81M -125,000 Closed
AFG
742
American Financial Group
Ohio
– -$6.53M -118,440 Closed
BRWM
743
B. Riley Wealth Management
Tennessee
– -$4.23M -76,804 Closed
QT
744
Quantbot Technologies
New York
– -$2.06M -37,372 Closed
RA
745
RMR Advisors
Massachusetts
– -$1.88M -34,200 Closed
DA
746
Duality Advisers
Florida
– -$1.72M -31,210 Closed
HighTower Advisors
747
HighTower Advisors
Illinois
– -$958K -17,443 Closed
Wolverine Trading
748
Wolverine Trading
Illinois
– -$833K -15,288 Closed
PCM
749
Parsons Capital Management
Rhode Island
– -$832K -15,104 Closed
Connor, Clark & Lunn Investment Management (CC&L)
750
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$826K -14,986 Closed
28 29
30
31 32

WELL Hedge Fund Activity: Q4 2020 in Review

740 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2020, worth a combined $24.5B — up 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new WELL positions and 57 closed out — a net gain of 47 holders — while 224 added to existing stakes and 306 trimmed.

The largest buyer was Vanguard Group, adding an estimated $354M. The largest seller was Cohen & Steers, cutting an estimated $995M.

  • 740 institutional investors held Welltower (WELL) as of Q4 2020, up from 702 in Q3 2020.
  • Funds reported $24.5B of Welltower stock for Q4 2020, up 17% quarter-over-quarter.
  • 104 funds opened new Welltower positions in Q4 2020 and 57 closed out, a net change of +47 holders.
  • The largest Welltower buyer in Q4 2020 was Vanguard Group, an estimated $354M added.
  • The largest Welltower seller in Q4 2020 was Cohen & Steers, an estimated $995M sold.

Based on aggregated 13F filings for Q4 2020.