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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
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
Macquarie Group
Australia
$182M
5
ZP
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$142M
2
LIMS
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
Camber Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
476
9258 Wealth Management
Ohio
$350K +$31.8K +383 +10%
Federated Hermes
477
Federated Hermes
Pennsylvania
$347K +$85.4K +1,028 +33%
CHA
478
Carmichael Hill & Associates
Maryland
$344K +$499 +6 +0.1%
FAT
479
First American Trust
California
$343K +$343K +4,124 New
IAN
480
Integrated Advisors Network
Texas
$338K +$47.4K +571 +16%
RSWM
481
Robertson Stephens Wealth Management
California
$336K +$28.6K +344 +9%
CCB
482
Cutter & Co Brokerage
Missouri
$335K +$1.08K +13 +0.3%
KA
483
Kintegral Advisory
New York
$329K – – –
E
484
Ergoteles
New York
$329K +$329K +3,961 New
ANRIA
485
American National Registered Investment Advisor
Texas
$328K – – –
NL
486
NWAM LLC
Washington
$322K – – –
WTC
487
WhitTier Trust Company
Nevada
$321K -$168K -2,025 -34%
SEP
488
Southland Equity Partners
Missouri
$319K +$8.31K +100 +3%
AssetMark Inc
489
AssetMark Inc
California
$319K +$26.7K +322 +9%
UH
490
Unigestion Holding
Switzerland
$317K – – –
AWM
491
Accurate Wealth Management
Florida
$313K +$313K +3,768 New
VFA
492
Valeo Financial Advisors
Indiana
$312K -$1.91K -23 -0.6%
BHA
493
Beech Hill Advisors
New York
$312K – – –
DP
494
Dearborn Partners
Illinois
$310K -$19.9K -240 -6%
CNC
495
Canandaigua National Corp
New York
$310K -$1.66K -20 -0.5%
GKWIM
496
Gerber Kawasaki Wealth & Investment Management
California
$307K +$307K +3,700 New
WPP
497
Whalerock Point Partners
Rhode Island
$306K – – –
CAM
498
Cresset Asset Management
Illinois
$305K -$102K -1,226 -25%
HI
499
Harbour Investments
Wisconsin
$305K -$4.16K -50 -1%
PFO
500
Pathstone Family Office
New Jersey
$305K +$305K +3,678 New
18 19
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