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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 %
UFG
751
United Fire Group
Iowa
– -$551K -10,000 Closed
BCI
752
Brinker Capital Investments
Pennsylvania
– -$526K -9,551 Closed
KPWS
753
Kestra Private Wealth Services
Texas
– -$434K -7,886 Closed
FPGK
754
Financial Partners Group (Kansas)
Kansas
– -$415K -7,529 Closed
ECM
755
ExodusPoint Capital Management
New York
– -$384K -6,973 Closed
Verition Fund Management
756
Verition Fund Management
Connecticut
– -$368K -6,676 Closed
WKWM
757
Walter & Keenan Wealth Management
Indiana
– -$347K -6,300 Closed
AG
758
AlphaSimPlex Group
Massachusetts
– -$320K -5,803 Closed
RMCM
759
Reynders McVeigh Capital Management
Massachusetts
– -$314K -5,700 Closed
ACA
760
Anchor Capital Advisors
Massachusetts
– -$308K -5,590 Closed
B
761
Barings
North Carolina
– -$274K -4,974 Closed
RC
762
RegentAtlantic Capital
New Jersey
– -$242K -4,410 Closed
HIS
763
Harvest Investment Services
Illinois
– -$239K -4,354 Closed
DBRC
764
D.B. Root & Company
Pennsylvania
– -$237K -4,311 Closed
HI
765
Horizon Investments
North Carolina
– -$230K -4,221 Closed
LWM
766
Loveless Wealth Management
Montana
– -$223K -4,050 Closed
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
– -$226 -4,041 Closed
SMC
768
Smith, Moore & Co
Missouri
– -$219K -3,967 Closed
SWM
769
SeaCrest Wealth Management
New York
– -$209K -3,787 Closed
DT
770
Diversified Trust
Tennessee
– -$204K -3,708 Closed
PP
771
Paloma Partners
Connecticut
– -$189K -3,415 Closed
PFWA
772
Paces Ferry Wealth Advisors
Georgia
– -$151K -2,736 Closed
FQ
773
First Quadrant
California
– -$126K -2,283 Closed
CG
774
Cutler Group
California
– -$123K -2,250 Closed
NNP
775
Nachman Norwood & Parrott
South Carolina
– -$65K -1,180 Closed
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