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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 %
TYCC
426
Texas Yale Capital Corp
Florida
$506K +$412 +5 +0.1%
WDA
427
Wendell David Associates
New Hampshire
$503K – – –
CFGS
428
Concourse Financial Group Securities
Alabama
$501K +$19.9K +242 +4%
AWM
429
AE Wealth Management
Kansas
$495K -$14.3K -173 -3%
FCI
430
Financial Counselors Inc
Kansas
$494K -$31K -377 -6%
ARMC
431
American Research & Management Company
Massachusetts
$494K – – –
Jones Financial Companies
432
Jones Financial Companies
Missouri
$491K +$49.5K +600 +11%
PAS
433
Park Avenue Securities
New York
$489K +$22.7K +275 +5%
LFAS
434
Level Four Advisory Services
Texas
$485K +$69.7K +846 +17%
GCP
435
GSA Capital Partners
United Kingdom
$482K +$482K +5,846 New
APP
436
Alpha Paradigm Partners
Illinois
$478K +$119K +1,446 +33%
AIP
437
Ameritas Investment Partners
Nebraska
$476K -$24.7K -300 -5%
FMBTD
438
First Midwest Bank Trust Division
Illinois
$475K +$60.6K +735 +15%
FRM
439
Fox Run Management
Connecticut
$471K +$471K +5,714 New
IAS
440
Investment Advisory Services
Texas
$470K -$12.1K -147 -3%
CCP
441
Corient Capital Partners
California
$461K +$30.4K +369 +7%
HAG
442
HighPoint Advisor Group
Illinois
$460K -$17K -206 -4%
IA
443
IFP Advisors
Florida
$444K -$32.2K -388 -7%
AC
444
Abbrea Capital
California
$441K +$12K +145 +3%
V
445
Veritable
Delaware
$439K +$5.77K +70 +1%
SWM
446
Spire Wealth Management
Virginia
$439K +$41.9K +509 +11%
OCM
447
Orion Capital Management
California
$436K – – –
WANY
448
Wealthspire Advisors (New York)
New York
$435K +$435K +5,277 New
VWA
449
Visionary Wealth Advisors
Illinois
$431K -$79.4K -965 -16%
TW
450
TrinityPoint Wealth
Connecticut
$426K +$174K +2,111 +69%
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