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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 %
BA
326
Bard Associates
Illinois
$1.34M -$5.52K -67 -0.4%
MIS
327
Morningstar Investment Services
Illinois
$1.34M -$775K -9,256 -37%
FC
328
Forte Capital
New York
$1.34M -$146K -1,771 -10%
MYAM
329
Meiji Yasuda Asset Management
Japan
$1.28M -$22.8K -277 -2%
PAM
330
Paradigm Asset Management
New York
$1.28M -$65.9K -800 -5%
GI
331
GAMCO Investors
Connecticut
$1.28M +$165K +2,000 +15%
CNFG
332
Creegan & Nassoura Financial Group
New Hampshire
$1.27M – – –
PAM
333
Panagora Asset Management
Massachusetts
$1.25M +$906 +11 +0.1%
SLI
334
Sumitomo Life Insurance
Japan
$1.25M -$52.7K -639 -4%
CG
335
Colony Group
Massachusetts
$1.25M – – –
Parallax Volatility Advisers
336
Parallax Volatility Advisers
California
$1.22M -$158K -1,913 -11%
SRAM
337
Spouting Rock Asset Management
Pennsylvania
$1.2M -$917K -11,131 -43%
EP
338
Eudaimonia Partners
Tennessee
$1.18M -$659 -8 -0.1%
S
339
Seeyond
France
$1.17M +$945K +11,473 +419%
WAM
340
World Asset Management
Michigan
$1.16M -$54.1K -656 -4%
AP
341
Advisor Partners
California
$1.13M +$20K +243 +2%
WG
342
Welch Group
Alabama
$1.11M -$7.83K -95 -0.7%
MOS
343
MGO One Seven
Ohio
$1.11M -$204K -2,532 -16%
IC
344
Intersect Capital
California
$1.11M -$6.76K -82 -0.6%
Voloridge Investment Management
345
Voloridge Investment Management
Florida
$1.09M -$2.14M -25,964 -66%
SCM
346
Schnieders Capital Management
California
$1.09M -$50.8K -617 -4%
NRI
347
NFP Retirement Inc
California
$1.08M +$7.17K +87 +0.7%
CS
348
Comerica Securities
Michigan
$1.08M -$39.7K -482 -4%
VPIM
349
Vanguard Personalized Indexing Management
California
$1.06M +$130K +1,583 +14%
CI
350
Cigna Investments
Connecticut
$1.06M -$4.12K -50 -0.4%
12 13
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