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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
$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 %
GSWM
801
Golden State Wealth Management
California
– -$50K -1,098 Closed
WQ
802
Wealth Quarterback
New Jersey
– -$46.2K -1,028 Closed
TC
803
Truvestments Capital
Florida
– -$35K -780 Closed
OAJ
804
Ogorek Anthony Joseph
New York
– -$29K -650 Closed
CAN
805
Claraphi Advisory Network
United States
– -$27K -600 Closed
NIT
806
NumerixS Investment Technologies
British Columbia, Canada
– -$23K -500 Closed
CBT
807
Capital Bank & Trust
California
– -$19K -416 Closed
AA
808
Advisory Alpha
Michigan
– -$17K -395 Closed
SMFS
809
Squar Milner Financial Services
California
– -$14K -313 Closed
Twin Tree Management
810
Twin Tree Management
Texas
– -$12K -261 Closed
BC
811
Barnett & Company
Tennessee
– -$10K -224 Closed
II
812
Inspire Investing
Idaho
– -$9K -204 Closed
GSC
813
G&S Capital
Colorado
– -$8K -182 Closed
LWA
814
Lowe Wealth Advisors
Maryland
– -$8K -177 Closed
AC
815
AlphaCore Capital
California
– -$8K -170 Closed
PCMK
816
Paragon Capital Management (Kansas)
Kansas
– -$7K -150 Closed
EWM
817
EPG Wealth Management
Georgia
– -$5K -112 Closed
PFSC
818
Peoples Financial Services Corp
Pennsylvania
– -$5K -111 Closed
KFI
819
Key Financial Inc
Pennsylvania
– -$3K -64 Closed
WFMPM
820
Woodley Farra Manion Portfolio Management
Indiana
– -$2K -50 Closed
LSA
821
Lion Street Advisors
Texas
– -$1K -14 Closed
CAM
822
CenterStar Asset Management
Illinois
– -$402K – –
APC
823
Aspire Private Capital
North Carolina
– -$233K – –
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