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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
+$816M
2
Cohen & Steers
Cohen & Steers
New York
+$799M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$142M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$695M
2
PI
PGGM Investments
Netherlands
-$272M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$234M
4
Macquarie Group
Macquarie Group
Australia
-$151M
5
CIM
Centersquare Investment Management
Pennsylvania
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$2.17M +$24.7K +300 +1%
BBVA
277
Banco Bilbao Vizcaya Argentaria
Spain
$2.16M +$1.31M +15,914 +155%
EDRH
278
Edmond de Rothschild Holding
Switzerland
$2.09M -$78.4K -952 -4%
PHK
279
Point72 Hong Kong
Hong Kong
$2.08M +$2.08M +25,200 New
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$2.04M +$361K +4,379 +22%
MIAN
281
Mariner Independent Advisor Network
Kansas
$2.02M +$47.6K +578 +2%
ESCM
282
Echo Street Capital Management
New York
$2.02M +$2.02M +24,524 New
KRS
283
Kentucky Retirement Systems
Kentucky
$2.01M +$2.23K +27 +0.1%
BFO
284
Boston Family Office
Massachusetts
$1.99M -$22.9K -278 -1%
XF
285
XML Financial
Maryland
$1.97M +$1.97M +23,941 New
PMG
286
ProVise Management Group
Florida
$1.89M +$1.81K +22 +0.1%
BB
287
Busey Bank
Illinois
$1.87M -$210K -2,544 -10%
KAS
288
Kestra Advisory Services
Texas
$1.86M +$1.86M +22,536 New
PA
289
PFG Advisors
Arizona
$1.85M -$54K -655 -3%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$1.81M +$250K +3,029 +16%
Mariner
291
Mariner
Kansas
$1.78M +$199K +2,415 +13%
X
292
Xponance
Pennsylvania
$1.76M -$148K -1,793 -8%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$1.76M -$158K -1,919 -8%
CGH
294
Crossmark Global Holdings
Texas
$1.74M -$7.42K -90 -0.4%
SPFA
295
Summit Place Financial Advisors
New Jersey
$1.72M +$412 +5 +0%
BA
296
Bridgewater Associates
Connecticut
$1.71M +$64.7K +785 +4%
DILIC
297
Dai-ichi Life Insurance Company
Japan
$1.71M +$1.32M +16,000 +334%
EI
298
Ethic Inc
New York
$1.7M +$164K +1,991 +11%
JAM
299
Jupiter Asset Management
United Kingdom
$1.69M +$536K +6,506 +46%
WB
300
WesBanco Bank
West Virginia
$1.69M -$82.2K -998 -5%
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