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Welltower
WELL

Overview Fund Activity

753 hedge funds and large institutions have $33.4B invested in Welltower in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 263 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+22
Holders Change %
+3.01%
% of All Funds
13.15%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
87
Increased
268
Reduced
263
Closed
58
Calls
$128M
Puts
$104M
Net Calls
+$24.4M
Net Calls Change
-$19.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
Macquarie Group
Australia
$182M
5
ZP
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$142M
2
LIMS
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
Camber Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Ancora Advisors
Ohio
$3.36M -$175K -2,107 -5%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$3.27M +$341K +4,101 +12%
Voloridge Investment Management
228
Voloridge Investment Management
Florida
$3.25M -$2.48M -29,786 -43%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$302K +3,631 +10%
M&T Bank
230
M&T Bank
New York
$3.2M +$386K +4,639 +14%
Ensign Peak Advisors
231
Ensign Peak Advisors
Utah
$3.18M -$1.27M -15,255 -29%
AFA
232
American Financial Advisors
Georgia
$3.16M -$1.26M -15,135 -28%
Nordea Investment Management
233
Nordea Investment Management
Sweden
$3.12M -$1.1M -13,217 -26%
CAN
234
Cetera Advisor Networks
California
$3.1M +$2.1M +25,253 +209%
VIA
235
Vident Investment Advisory
Georgia
$3.09M +$439K +5,284 +17%
KCM
236
Kornitzer Capital Management
Kansas
$3.06M +$2.18M +26,290 +250%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$3.05M +$52.2K +628 +2%
ST
238
Spinnaker Trust
Maine
$2.98M -$20.6K -248 -0.7%
RRWA
239
Rainey & Randall Wealth Advisors
Florida
$2.93M -$12.5K -150 -0.4%
OPERF
240
Oregon Public Employees Retirement Fund
Oregon
$2.88M – – –
PS
241
Pensionfund Sabic
Netherlands
$2.85M – – –
PG
242
Pendal Group
Australia
$2.81M -$3.59M -43,200 -56%
UCFA
243
United Capital Financial Advisors
Texas
$2.78M +$164K +1,970 +6%
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$2.73M – – –
FA
245
FMA Advisory
Pennsylvania
$2.72M +$37.8K +455 +1%
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$2.66M – – –
CA
247
Callahan Advisors
Texas
$2.66M +$460K +5,534 +21%
MNBTD
248
Moody National Bank Trust Division
Texas
$2.57M -$10.3K -124 -0.4%
PAG
249
Private Advisor Group
New Jersey
$2.54M +$248K +2,987 +11%
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$2.53M +$361K +4,350 +17%
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