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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 %
KOC
376
Koss-Olinger Consulting
Florida
$826K -$213K -2,586 -21%
AAIM
377
American Assets Investment Management
California
$824K – – –
UB
378
UMB Bank
Missouri
$821K +$9.56K +116 +1%
JWM
379
Jeppson Wealth Management
California
$820K -$412 -5 -0.1%
BCB
380
Brian C. Broderick
$817K – – –
PSF
381
Pacific Sun Financial
California
$808K +$808K +9,804 New
LK
382
Lumbard & Kellner
New Hampshire
$806K – – –
AII
383
AGF Investments Inc
Ontario, Canada
$792K – – –
WGA
384
Weather Gauge Advisory
Virginia
$772K +$659 +8 +0.1%
HNB
385
Huntington National Bank
Ohio
$768K +$66.5K +807 +9%
WA
386
Waverly Advisors
Alabama
$764K – – –
ECM
387
Everence Capital Management
Indiana
$750K – – –
SPC
388
Sigma Planning Corp
Michigan
$749K +$32.6K +396 +5%
WA
389
Wambolt & Associates
Colorado
$746K +$167K +1,990 +29%
CBTWT
390
Community Bank & Trust (Waco, Texas)
Texas
$723K -$6.18K -75 -0.8%
CIC
391
Carnegie Investment Counsel
Ohio
$712K – – –
BCV
392
Banque Cantonale Vaudoise
Switzerland
$707K – – –
OIA
393
OneDigital Investment Advisors
Kansas
$704K +$329 +4 +0%
Qube Research & Technologies (QRT)
394
Qube Research & Technologies (QRT)
United Kingdom
$700K +$700K +8,493 New
Group One Trading
395
Group One Trading
Illinois
$681K +$681K +8,259 New
SCA
396
Snowden Capital Advisors
New York
$674K -$320K -3,889 -32%
MMG
397
Monetary Management Group
Missouri
$665K +$156K +1,900 +31%
AI
398
Atom Investors
Texas
$664K +$664K +8,058 New
MAS
399
Madden Advisory Services
Florida
$650K -$18K -219 -3%
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$650K -$11.1K -135 -2%
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16
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