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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 %
BRWM
201
B. Riley Wealth Management
Tennessee
$4.1M +$194K +3,749 +5%
TG
202
TCW Group
California
$4.07M +$633K +12,236 +18%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$3.96M +$2.59K +50 +0.1%
KFP
204
KMG Fiduciary Partners
Ohio
$3.92M -$139K -2,688 -3%
MOACM
205
Mutual of America Capital Management
New York
$3.91M +$151K +2,920 +4%
AAF
206
Andra AP-fonden
Sweden
$3.9M -$590K -11,400 -13%
CAM
207
Carret Asset Management
New York
$3.85M +$75K +1,450 +2%
TPSF
208
Texas Permanent School Fund
Texas
$3.81M -$9.11K -176 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
209
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.8M – – –
DCM
210
Dupont Capital Management
Delaware
$3.74M -$10K -194 -0.3%
SAM
211
Sompo Asset Management
Japan
$3.52M +$589K +11,375 +20%
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
$3.44M +$1.1M +21,251 +47%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$3.4M +$1.11M +21,372 +48%
NAM
214
North American Management
Massachusetts
$3.28M +$215K +4,161 +7%
VI
215
Vestcor Inc
New Brunswick, Canada
$3.26M +$648K +12,526 +25%
EP
216
Edgestream Partners
New Jersey
$3.17M +$1.38M +26,619 +77%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.16M -$15.5K -300 -0.5%
PAM
218
Private Asset Management
California
$3.15M +$90K +1,739 +3%
AMG
219
Advisors Management Group
Wisconsin
$3.15M -$40.1K -774 -1%
IG
220
ING Group
Netherlands
$3.12M +$316K +6,108 +11%
First Trust Advisors
221
First Trust Advisors
Illinois
$3.08M -$1.78M -34,341 -37%
MSA
222
Mason Street Advisors
Wisconsin
$3.08M +$88.4K +1,708 +3%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$2.97M -$237K -4,578 -7%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$2.95M -$1.08M -20,807 -27%
WLPWM
225
Walled Lake Planning & Wealth Management
Illinois
$2.94M -$6.68K -129 -0.2%
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