WELL icon

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 %
ASN
451
Advisory Services Network
Georgia
$412K +$15.9K +192 +4%
ABC
452
Associated Banc-Corp
Wisconsin
$405K -$177K -2,128 -30%
BC
453
Bridgefront Capital
Texas
$404K -$642K -7,727 -61%
TBA
454
Tower Bridge Advisors
Pennsylvania
$403K – – –
SWM
455
Spire Wealth Management
Virginia
$401K -$234K -2,811 -37%
CI
456
Conning Inc
Connecticut
$400K -$40.8K -491 -9%
AA
457
AlphaMark Advisors
Kentucky
$399K – – –
DILIC
458
Dai-ichi Life Insurance Company
Japan
$398K -$2.49M -30,000 -86%
IWM
459
IHT Wealth Management
Illinois
$393K -$51.2K -616 -12%
LC
460
LCNB Corp
Ohio
$393K – – –
AWA
461
ARS Wealth Advisors
Florida
$391K – – –
CCC
462
Crescent Capital Consulting
Louisiana
$380K – – –
OWP
463
Obermeyer Wealth Partners
Colorado
$373K -$151K -1,816 -29%
PFS
464
Prospera Financial Services
Texas
$373K +$6.82K +82 +2%
MC
465
Moors & Cabot
Massachusetts
$371K +$113K +1,360 +44%
DCM
466
Donaldson Capital Management
Indiana
$370K +$24.9K +300 +7%
PCS
467
Personal CFO Solutions
New Jersey
$367K +$6.65K +80 +2%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$365K +$18K +216 +5%
GLA
469
Good Life Advisors
Pennsylvania
$364K +$9.38K +113 +3%
GT
470
Greenleaf Trust
Michigan
$364K +$35.4K +427 +11%
CCA
471
Checchi Capital Advisers
California
$363K +$498 +6 +0.1%
APP
472
Alpha Paradigm Partners
Illinois
$362K +$362K +4,359 New
PFBT
473
Parkside Financial Bank & Trust
Missouri
$360K +$11.5K +138 +3%
CFB
474
Cullen/Frost Bankers
Texas
$356K -$20K -241 -5%
GT
475
Glenmede Trust
Pennsylvania
$353K +$75K +903 +27%
17 18
19
20 21