WELL icon

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 %
KMWM
751
Keudell/Morrison Wealth Management
Oregon
– -$764K -16,697 Closed
ZCM
752
Ziegler Capital Management
Illinois
– -$735K -16,051 Closed
APP
753
Avantax Planning Partners
Iowa
– -$712K -15,558 Closed
BWM
754
Bernicke Wealth Management
Wisconsin
– -$669K -14,616 Closed
HPC
755
Hobart Private Capital
North Carolina
– -$651K -14,209 Closed
HF
756
HRT Financial
New York
– -$620K -13,554 Closed
GAM
757
Griffin Asset Management
New York
– -$619K -13,531 Closed
ATC
758
Argent Trust Co
Tennessee
– -$545K -11,915 Closed
WI
759
WrapManager Inc
California
– -$506K -11,053 Closed
LOIM
760
Liberty One Investment Management
Illinois
– -$505K -11,038 Closed
AI
761
Atria Investments
North Carolina
– -$504K -11,002 Closed
VCA
762
Verdence Capital Advisors
Maryland
– -$496K -10,835 Closed
Wellington Management Group
763
Wellington Management Group
Massachusetts
– -$481K -10,518 Closed
TC
764
Toews Corporation
New Jersey
– -$467K -10,200 Closed
PNC
765
Park National Corp
Ohio
– -$413K -9,022 Closed
CI Investments Inc
766
CI Investments Inc
Ontario, Canada
– -$370K -8,083 Closed
Two Sigma Advisers
767
Two Sigma Advisers
New York
– -$362K -7,900 Closed
PIA
768
Piedmont Investment Advisors
North Carolina
– -$354K -7,723 Closed
PAS
769
Park Avenue Securities
New York
– -$341K -7,453 Closed
WorldQuant Millennium Advisors
770
WorldQuant Millennium Advisors
New York
– -$323K -7,059 Closed
GBT
771
Grove Bank & Trust
Florida
– -$323K -7,056 Closed
N
772
Natixis
France
– -$317K -6,922 Closed
EWM
773
Evercore Wealth Management
New York
– -$316K -6,890 Closed
WRM
774
Weybosset Research & Management
Rhode Island
– -$276K -6,650 Closed
WANY
775
Wealthspire Advisors (New York)
New York
– -$299K -6,542 Closed
29 30
31
32 33