WELL icon

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
1
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
4
Macquarie Group
Australia
$182M
5
ZP
5
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$142M
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
5
Camber Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
376
AGF Investments Inc
Ontario, Canada
$799K +$799K +9,609 New
UIM
377
USS Investment Management
United Kingdom
$798K – – –
SAM
378
Shell Asset Management
Netherlands
$791K +$170K +2,044 +27%
EVM
379
Eaton Vance Management
Massachusetts
$790K -$798K -9,603 -50%
WGA
380
Weather Gauge Advisory
Virginia
$778K -$10.8K -130 -1%
WA
381
Waverly Advisors
Alabama
$763K +$763K +8,963 New
ECM
382
Everence Capital Management
Indiana
$756K -$336K -4,040 -31%
TAIM
383
Te Ahumairangi Investment Management
New Zealand
$748K -$623K -7,500 -45%
CBTWT
384
Community Bank & Trust (Waco, Texas)
Texas
$735K -$18.4K -222 -2%
SPC
385
Sigma Planning Corp
Michigan
$722K -$117K -1,410 -14%
AC
386
Allstate Corporation
Illinois
$721K -$93K -1,119 -11%
CIC
387
Carnegie Investment Counsel
Ohio
$718K – – –
BCV
388
Banque Cantonale Vaudoise
Switzerland
$713K – – –
PCAP
389
Pratt Collard Advisory Partners
New York
$710K -$8.31K -100 -1%
OIA
390
OneDigital Investment Advisors
Kansas
$710K -$1.33K -16 -0.2%
SAS
391
Stelac Advisory Services
New York
$708K -$5.57K -67 -0.8%
HNB
392
Huntington National Bank
Ohio
$708K +$24K +289 +4%
MAS
393
Madden Advisory Services
Florida
$674K -$15.8K -190 -2%
AA
394
Argent Advisors
Louisiana
$669K +$32.5K +391 +5%
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$667K – – –
SIAG
396
Safeguard Investment Advisory Group
California
$653K +$653K +7,860 New
FTDI
397
First Trust Direct Indexing
Massachusetts
$650K +$75.7K +911 +13%
SFG
398
Summit Financial Group
West Virginia
$633K – – –
TPCW
399
TD Private Client Wealth
New York
$631K -$22.7K -273 -3%
IA
400
IFG Advisory
Georgia
$630K +$35.9K +432 +6%
14 15
16
17 18