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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 %
OC
251
Oppenheimer & Co
New York
$2.52M -$55.2K -664 -2%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$2.51M +$2.4M +28,910 +2,172%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$2.47M +$750K +9,027 +44%
EMPI
254
Elo Mutual Pension Insurance
Finland
$2.44M -$65.8K -792 -3%
SI
255
Stephens Inc
Arkansas
$2.38M -$41.9K -504 -2%
NMERB
256
New Mexico Educational Retirement Board
New Mexico
$2.31M +$125K +1,500 +6%
ANI
257
American National Insurance
Texas
$2.29M -$6.23K -75 -0.3%
CIA
258
Capital Investment Advisors
Georgia
$2.26M -$7.64K -92 -0.3%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$2.22M -$3.24M -38,952 -59%
EDRH
260
Edmond de Rothschild Holding
Switzerland
$2.19M +$2.16K +26 +0.1%
Wealthfront Advisers
261
Wealthfront Advisers
California
$2.17M +$481K +5,792 +29%
William Blair & Company
262
William Blair & Company
Illinois
$2.17M -$676K -8,139 -24%
LSERS
263
Louisiana State Employees Retirement System
Louisiana
$2.16M +$8.31K +100 +0.4%
SRAM
264
Spouting Rock Asset Management
Pennsylvania
$2.14M +$525K +6,318 +33%
MIS
265
Morningstar Investment Services
Illinois
$2.11M -$12.1M -145,617 -85%
BB
266
Busey Bank
Illinois
$2.1M -$103K -1,241 -5%
PI
267
PineBridge Investments
New York
$2.08M -$602K -7,246 -22%
Creative Planning
268
Creative Planning
Kansas
$2.04M -$567K -6,825 -22%
BFO
269
Boston Family Office
Massachusetts
$2.03M +$13.4K +161 +0.7%
KRS
270
Kentucky Retirement Systems
Kentucky
$2.02M -$160K -1,928 -7%
CB
271
Commerce Bank
Missouri
$2M +$356K +4,290 +22%
MIAN
272
Mariner Independent Advisor Network
Kansas
$1.99M +$101K +1,218 +5%
QI
273
QS Investors
New York
$1.95M -$256K -3,084 -12%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$1.93M +$66.5K +801 +4%
X
275
Xponance
Pennsylvania
$1.93M +$433K +5,214 +29%
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