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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 %
Lido Advisors
401
Lido Advisors
California
$634K +$97.2K +1,180 +18%
SW
402
SVB Wealth
Massachusetts
$629K +$169K +2,046 +37%
SFG
403
Summit Financial Group
West Virginia
$628K – – –
IA
404
IFG Advisory
Georgia
$612K -$12.2K -148 -2%
AC
405
Allstate Corporation
Illinois
$611K -$104K -1,258 -14%
Los Angeles Capital Management
406
Los Angeles Capital Management
California
$602K -$388K -4,700 -39%
BCI
407
Brinker Capital Investments
Pennsylvania
$602K – – –
IA
408
IndexIQ Advisors
New York
$596K +$29.2K +355 +5%
PWMG
409
Pinnacle Wealth Management Group
Michigan
$590K +$16.5K +200 +3%
ED
410
Exane Derivatives
France
$587K -$466K -5,659 -44%
VF
411
Virtu Financial
New York
$582K +$582K +7,059 New
TPCW
412
TD Private Client Wealth
New York
$582K -$43.5K -528 -7%
HIC
413
Hartline Investment Corp
Illinois
$573K – – –
Assenagon Asset Management
414
Assenagon Asset Management
Luxembourg
$572K +$572K +6,943 New
GWM
415
Geneos Wealth Management
Colorado
$559K -$19.4K -231 -3%
ACM
416
AlphaCrest Capital Management
New York
$559K +$559K +6,779 New
LNC
417
Lincoln National Corp
Pennsylvania
$558K -$24.8K -301 -4%
GAM
418
Gotham Asset Management
New York
$548K -$284K -3,452 -34%
SAG
419
Spotlight Asset Group
Illinois
$541K -$2.31K -28 -0.4%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$538K +$107K +1,301 +25%
VFA
421
Values First Advisors
Tennessee
$530K +$21.6K +262 +4%
SIAG
422
Safeguard Investment Advisory Group
California
$526K -$121K -1,467 -19%
AIA
423
Armor Investment Advisors
North Carolina
$526K -$50.3K -610 -9%
LS
424
Livforsakringsbolaget Skandia
Sweden
$514K – – –
ABC
425
Associated Banc-Corp
Wisconsin
$509K +$107K +1,300 +27%
15 16
17
18 19