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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
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 %
Verition Fund Management
401
Verition Fund Management
Connecticut
$614K +$45.1K +543 +8%
NA
402
NewEdge Advisors
Louisiana
$611K +$105K +1,266 +21%
BCI
403
Brinker Capital Investments
Pennsylvania
$602K -$37.6K -452 -6%
Nomura Holdings
404
Nomura Holdings
Japan
$589K +$258K +3,108 +78%
LNC
405
Lincoln National Corp
Pennsylvania
$587K +$36.4K +439 +7%
GWM
406
Geneos Wealth Management
Colorado
$586K -$296K -3,485 -34%
AIA
407
Armor Investment Advisors
North Carolina
$581K – – –
QSS
408
Quantitative Systematic Strategies
Florida
$581K +$164K +1,977 +39%
PWMG
409
Pinnacle Wealth Management Group
Michigan
$579K +$579K +6,965 New
WA
410
Wambolt & Associates
Colorado
$578K +$69.5K +831 +14%
HIC
411
Hartline Investment Corp
Illinois
$578K +$578K +6,952 New
IA
412
IndexIQ Advisors
New York
$572K +$17K +204 +3%
IEFM
413
IQ EQ Fund Management
Ireland
$569K – – –
SFA
414
Semmax Financial Advisors
North Carolina
$566K -$1.18M -14,234 -68%
SAG
415
Spotlight Asset Group
Illinois
$548K -$16.6K -200 -3%
Lido Advisors
416
Lido Advisors
California
$541K +$19.5K +235 +4%
EWA
417
EP Wealth Advisors
California
$533K -$189K -2,268 -26%
MGWM
418
Marks Group Wealth Management
Minnesota
$533K +$5.44K +66 +1%
FCI
419
Financial Counselors Inc
Kansas
$530K -$71.8K -864 -12%
LS
420
Livforsakringsbolaget Skandia
Sweden
$519K – – –
VWA
421
Visionary Wealth Advisors
Illinois
$515K -$41.9K -505 -8%
AWM
422
AE Wealth Management
Kansas
$514K +$9.4K +113 +2%
VFA
423
Values First Advisors
Tennessee
$513K -$8.39K -101 -2%
MMG
424
Monetary Management Group
Missouri
$513K – – –
TYCC
425
Texas Yale Capital Corp
Florida
$510K -$30K -361 -6%
15 16
17
18 19