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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 %
WAM
326
World Asset Management
Michigan
$1.22M -$50.9K -612 -4%
Jane Street
327
Jane Street
New York
$1.21M -$23.8M -286,263 -95%
EP
328
Eudaimonia Partners
Tennessee
$1.19M +$1.19M +14,344 New
JAM
329
Jupiter Asset Management
United Kingdom
$1.17M +$1.17M +14,031 New
SCM
330
Schnieders Capital Management
California
$1.15M -$6.4K -77 -0.6%
CA
331
Cetera Advisors
Colorado
$1.14M -$4.9K -59 -0.4%
WG
332
Welch Group
Alabama
$1.13M +$14.1K +170 +1%
IC
333
Intersect Capital
California
$1.13M +$166 +2 +0%
CS
334
Comerica Securities
Michigan
$1.13M +$31.3K +377 +3%
AP
335
Advisor Partners
California
$1.12M -$4.99K -60 -0.4%
GI
336
GAMCO Investors
Connecticut
$1.12M +$1.12M +13,500 New
ED
337
Exane Derivatives
France
$1.11M -$219K -2,519 -16%
NRI
338
NFP Retirement Inc
California
$1.08M -$53.9K -649 -5%
CI
339
Cigna Investments
Connecticut
$1.08M -$172K -2,073 -14%
BAMCO Inc
340
BAMCO Inc
New York
$1.07M +$146K +1,755 +16%
KOC
341
Koss-Olinger Consulting
Florida
$1.05M +$123K +1,485 +13%
FC
342
FORA Capital
Florida
$1.04M +$1.04M +12,458 New
AWA
343
Arkadios Wealth Advisors
Georgia
$1.01M +$724K +8,715 +249%
Cetera Investment Advisers
344
Cetera Investment Advisers
Illinois
$1M +$30.9K +372 +3%
SCA
345
Snowden Capital Advisors
New York
$1M -$67.7K -815 -6%
Los Angeles Capital Management
346
Los Angeles Capital Management
California
$997K +$109K +1,315 +12%
FHB
347
First Hawaiian Bank
Hawaii
$995K -$174K -2,090 -15%
CCA
348
Cadent Capital Advisors
Oklahoma
$990K -$123K -1,479 -11%
IRF
349
IBM Retirement Fund
New York
$978K -$207K -2,487 -17%
MYLI
350
Meiji Yasuda Life Insurance
Japan
$971K +$83.1K +1,000 +9%
12 13
14
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