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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 %
WDA
426
Wendell David Associates
New Hampshire
$507K +$170K +2,050 +51%
AIP
427
Ameritas Investment Partners
Nebraska
$504K +$24.9K +300 +5%
Squarepoint
428
Squarepoint
New York
$503K -$3.79M -45,609 -88%
EPWM
429
Essex Private Wealth Management
Massachusetts
$502K -$15.1K -182 -3%
ARMC
430
American Research & Management Company
Massachusetts
$499K – – –
IAS
431
Investment Advisory Services
Texas
$486K +$486K +5,854 New
CFGS
432
Concourse Financial Group Securities
Alabama
$485K +$36.6K +440 +8%
HAG
433
HighPoint Advisor Group
Illinois
$481K -$125K -1,500 -21%
IA
434
IFP Advisors
Florida
$479K -$1.17K -14 -0.2%
TU
435
TDAM USA
Ontario, Canada
$470K -$840K -9,668 -64%
PAS
436
Park Avenue Securities
New York
$470K +$156K +1,880 +50%
SW
437
SVB Wealth
Massachusetts
$464K +$210K +2,527 +83%
GA
438
GoalVest Advisory
New York
$451K -$423K -5,090 -48%
Jones Financial Companies
439
Jones Financial Companies
Missouri
$445K +$34.5K +415 +8%
OCM
440
Orion Capital Management
California
$440K – – –
FF
441
FourThought Financial
Florida
$440K +$86.8K +1,045 +25%
PWW
442
Pettyjohn Wood & White
Virginia
$437K -$72.7K -875 -14%
V
443
Veritable
Delaware
$437K +$15.2K +183 +4%
SBF
444
Sara-Bay Financial
Florida
$435K +$86.1K +1,035 +25%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$434K +$831 +10 +0.2%
CCP
446
Corient Capital Partners
California
$434K +$51.4K +619 +13%
AC
447
Abbrea Capital
California
$433K +$433K +5,206 New
MW
448
Marcum Wealth
Ohio
$423K -$69.9K -842 -14%
LFAS
449
Level Four Advisory Services
Texas
$419K -$5.82K -70 -1%
FMBTD
450
First Midwest Bank Trust Division
Illinois
$418K – – –
16 17
18
19 20