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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.28B
2
Cohen & Steers
Cohen & Steers
New York
$2.29B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$530M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$976M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$480M
2
PI
PGGM Investments
Netherlands
$397M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
4
Macquarie Group
Macquarie Group
Australia
$29.3M
5
CIM
Centersquare Investment Management
Pennsylvania
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Pensionfund Sabic
Netherlands
$2.74M -$82.4K -1,000 -3%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$2.68M – – –
Baird Financial Group
253
Baird Financial Group
Wisconsin
$2.67M +$471K +5,720 +21%
AA
254
Ancora Advisors
Ohio
$2.65M -$690K -8,374 -21%
AFA
255
American Financial Advisors
Georgia
$2.64M -$489K -5,935 -16%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$2.64M – – –
VIA
257
Vident Investment Advisory
Georgia
$2.64M -$426K -5,177 -14%
BFS
258
Bard Financial Services
Connecticut
$2.57M -$779K -9,450 -23%
MNBTD
259
Moody National Bank Trust Division
Texas
$2.55M -$3.71K -45 -0.1%
AG
260
AIA Group
Hong Kong
$2.54M +$2.54M +30,769 New
PI
261
PineBridge Investments
New York
$2.53M +$462K +5,602 +22%
EMPI
262
Elo Mutual Pension Insurance
Finland
$2.42M – – –
USCWA
263
U.S. Capital Wealth Advisors
Texas
$2.39M +$2.39M +32,358 New
OC
264
Oppenheimer & Co
New York
$2.33M -$166K -2,014 -7%
TRCT
265
Tower Research Capital (TRC)
New York
$2.31M +$1.06M +12,880 +85%
PG
266
Pendal Group
Australia
$2.31M -$477K -5,786 -17%
ANI
267
American National Insurance
Texas
$2.27M -$3.71K -45 -0.2%
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$2.25M -$41.2K -500 -2%
Rafferty Asset Management
269
Rafferty Asset Management
New York
$2.22M -$1.54M -18,672 -41%
Creative Planning
270
Creative Planning
Kansas
$2.22M +$199K +2,418 +10%
CIA
271
Capital Investment Advisors
Georgia
$2.21M -$25K -304 -1%
William Blair & Company
272
William Blair & Company
Illinois
$2.21M +$57.4K +697 +3%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$2.18M +$383K +4,649 +21%
CB
274
Commerce Bank
Missouri
$2.17M +$195K +2,363 +10%
SI
275
Stephens Inc
Arkansas
$2.17M -$197K -2,386 -8%
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