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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 %
RJT
301
Raymond James Trust
Florida
$1.68M -$10.1K -122 -0.6%
FC
302
Full18 Capital
Connecticut
$1.67M +$1.67M +20,293 New
EIA
303
Edgemoor Investment Advisors
Maryland
$1.65M -$145K -1,758 -8%
BF
304
BOK Financial
Oklahoma
$1.63M +$1.63M +19,812 New
MML Investors Services
305
MML Investors Services
Massachusetts
$1.63M +$108K +1,316 +7%
OFG
306
Oxford Financial Group
Indiana
$1.61M – – –
HIM
307
Hotaling Investment Management
Pennsylvania
$1.61M -$7K -85 -0.4%
AWM
308
Aevitas Wealth Management
Massachusetts
$1.59M +$3.46K +42 +0.2%
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$1.58M +$206K +2,500 +15%
CA
310
Cetera Advisors
Colorado
$1.56M +$426K +5,163 +38%
DADC
311
D.A. Davidson & Co
Montana
$1.55M +$284K +3,450 +23%
HighTower Advisors
312
HighTower Advisors
Illinois
$1.5M +$18.5K +226 +1%
OPPTF
313
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.49M -$63.7K -767 -4%
FWIA
314
Fort Washington Investment Advisors
Ohio
$1.49M – – –
LCM
315
Liberty Capital Management
Michigan
$1.49M +$51.8K +628 +4%
FA
316
FDx Advisors
Illinois
$1.48M -$85.3K -1,036 -5%
SOAMC
317
Spirit of America Management Corp
New York
$1.47M +$94.8K +1,150 +7%
IAA
318
Independent Advisor Alliance
North Carolina
$1.45M +$21.6K +262 +2%
AAS
319
Avantax Advisory Services
Texas
$1.43M -$172K -2,097 -11%
CIA
320
Cascade Investment Advisors
Oregon
$1.43M -$30.9K -375 -2%
PCM
321
Penserra Capital Management
California
$1.42M +$92.6K +1,125 +7%
NAM
322
NTV Asset Management
West Virginia
$1.42M – – –
SDIC
323
South Dakota Investment Council
South Dakota
$1.42M – – –
RFN
324
RDA Financial Network
Iowa
$1.38M -$84.2K -1,022 -6%
FAM
325
Fred Alger Management
New York
$1.38M +$59.1K +717 +4%
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