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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
+$800M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
4
Macquarie Group
Macquarie Group
Australia
+$136M
5
ZP
Zimmer Partners
New York
+$136M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$93.8M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$75.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$64.4M
5
CCM
Camber Capital Management
Massachusetts
-$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
PFG Advisors
Arizona
$1.92M -$6.23K -75 -0.3%
PMG
277
ProVise Management Group
Florida
$1.9M -$23K -277 -1%
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$1.81M -$89K -1,071 -5%
EIA
279
Edgemoor Investment Advisors
Maryland
$1.81M -$16.8K -202 -0.9%
WB
280
WesBanco Bank
West Virginia
$1.78M -$367K -4,422 -17%
CGH
281
Crossmark Global Holdings
Texas
$1.76M +$25.8K +310 +1%
SPFA
282
Summit Place Financial Advisors
New Jersey
$1.73M -$15K -180 -0.9%
RJT
283
Raymond James Trust
Florida
$1.7M -$56.7K -683 -3%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$1.69M +$26.6K +320 +2%
BA
285
Bridgewater Associates
Connecticut
$1.66M +$1.66M +20,020 New
CM
286
Caption Management
Oklahoma
$1.66M +$1.66M +20,000 New
AAS
287
Avantax Advisory Services
Texas
$1.63M +$344K +4,138 +27%
HIM
288
Hotaling Investment Management
Pennsylvania
$1.63M -$11.1K -134 -0.7%
OFG
289
Oxford Financial Group
Indiana
$1.62M – – –
Mariner
290
Mariner
Kansas
$1.6M +$351K +4,218 +28%
AWM
291
Aevitas Wealth Management
Massachusetts
$1.6M +$3.82K +46 +0.2%
FA
292
FDx Advisors
Illinois
$1.58M +$217K +2,615 +16%
OPPTF
293
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.58M +$631K +7,487 +66%
NMIMC
294
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$3.24K +39 +0.2%
EI
295
Ethic Inc
New York
$1.55M +$373K +4,482 +32%
RCM
296
RVB Capital Management
New York
$1.54M -$3.41M -41,000 -69%
MML Investors Services
297
MML Investors Services
Massachusetts
$1.53M -$98.7K -1,187 -6%
MHS
298
M Holdings Securities
Oregon
$1.53M +$84.4K +1,016 +6%
FWIA
299
Fort Washington Investment Advisors
Ohio
$1.51M -$49.9K -600 -3%
FC
300
Forte Capital
New York
$1.5M -$8.14K -98 -0.5%
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