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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 %
ISL
351
Ingalls & Snyder LLC
New York
$959K -$20.8K -250 -2%
MME
352
Meag Munich Ergo
Germany
$958K -$37.4K -450 -4%
SAM
353
Silvercrest Asset Management
New York
$949K – – –
CCM
354
Cinctive Capital Management
New York
$948K -$3.45M -41,512 -78%
WT
355
Whittier Trust
California
$947K – – –
BCM
356
Brookstone Capital Management
Illinois
$944K +$944K +10,855 New
VPIM
357
Vanguard Personalized Indexing Management
California
$940K +$305K +3,668 +48%
Wolverine Trading
358
Wolverine Trading
Illinois
$928K +$586K +7,033 +172%
LWAC
359
Laurel Wealth Advisors (California)
California
$908K -$45.8K -551 -5%
KRSITF
360
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$903K -$90.2K -1,086 -9%
B
361
BP
United Kingdom
$888K -$347K -4,170 -28%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$888K +$55.8K +673 +7%
CPIA
363
Cornell Pochily Investment Advisors
New York
$880K +$18.8K +226 +2%
AUB
364
Atlantic Union Bankshares
Virginia
$880K +$66.5K +800 +8%
GBA
365
Garrison Bradford & Associates
New York
$870K -$41.5K -500 -5%
GWM
366
Gray Wealth Management
Maine
$868K -$14.2K -171 -2%
Brown Advisory
367
Brown Advisory
Maryland
$858K -$208K -2,506 -20%
BBVA
368
Banco Bilbao Vizcaya Argentaria
Spain
$856K -$239K -2,872 -22%
GAM
369
Gotham Asset Management
New York
$840K +$85.5K +1,028 +11%
AAIM
370
American Assets Investment Management
California
$831K – – –
JWM
371
Jeppson Wealth Management
California
$828K – – –
SPIA
372
Steward Partners Investment Advisory
New York
$826K -$144K -1,730 -15%
BCB
373
Brian C. Broderick
$824K – – –
UB
374
UMB Bank
Missouri
$819K -$46.2K -556 -5%
LK
375
Lumbard & Kellner
New Hampshire
$813K +$1.08K +13 +0.1%
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15
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