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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
+$262M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
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
-$171M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$148M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
776
Ledyard National Bank
– -$295K -6,435 Closed
PAMG
777
Patton Albertson Miller Group
Tennessee
– -$284K -6,195 Closed
JT
778
Jump Trading
Illinois
– -$282K -6,149 Closed
EGM
779
Engineers Gate Manager
New York
– -$257K -5,615 Closed
JIC
780
Johnson Investment Counsel
Ohio
– -$246K -5,364 Closed
DC
781
Davenport & Co
Virginia
– -$241K -5,255 Closed
AAM
782
Azzad Asset Management
Virginia
– -$234K -5,105 Closed
WSCM
783
Wellington Shields Capital Management
New York
– -$233K -5,100 Closed
JG
784
Jefferies Group
New York
– -$230K -5,017 Closed
AP
785
Advisors Preferred
Maryland
– -$229K -5,005 Closed
WAM
786
Wealthspire Advisors (Maryland)
Maryland
– -$221K -4,835 Closed
FPS
787
Fieldpoint Private Securities
Connecticut
– -$220K -4,809 Closed
GT
788
Glenview Trust
Kentucky
– -$211K -4,607 Closed
SRSA
789
S.R. Schill & Associates
Washington
– -$207K -4,528 Closed
WJWM
790
Williams Jones Wealth Management
New York
– -$203K -4,440 Closed
AAMU
791
AEGON Asset Management (UK)
United Kingdom
– -$186K -4,067 Closed
EMG
792
ETF Managers Group
New Jersey
– -$170K -3,600 Closed
TNB
793
Thomasville National Bank
Georgia
– -$264K -2,918 Closed
Bank Julius Baer & Co
794
Bank Julius Baer & Co
Switzerland
– -$109K -2,374 Closed
AIC
795
Ameritas Investment Company
Nebraska
– -$94K -2,074 Closed
AIM
796
AIA Investment Management
Singapore
– -$78K -1,694 Closed
AT
797
Arden Trust
Delaware
– -$73K -1,605 Closed
MWM
798
MBE Wealth Management
Wisconsin
– -$58K -1,269 Closed
WAP
799
Wealthcare Advisory Partners
Pennsylvania
– -$57K -1,235 Closed
NFG
800
Next Financial Group
Texas
– -$52K -1,134 Closed
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