WELL icon

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 %
JIC
476
Joel Isaacson & Co
New York
$362K +$362K +4,397 New
SFI
477
Siemens Fonds Invest
Germany
$359K +$359K +4,362 New
GT
478
Glenmede Trust
Pennsylvania
$356K +$6.33K +77 +2%
GLA
479
Good Life Advisors
Pennsylvania
$354K -$7.42K -90 -2%
CNC
480
Canandaigua National Corp
New York
$354K +$47.2K +574 +15%
CAM
481
Cresset Asset Management
Illinois
$354K +$51.9K +630 +17%
FTDI
482
First Trust Direct Indexing
Massachusetts
$352K -$292K -3,548 -45%
TI
483
Tidal Investments
Wisconsin
$351K +$69.3K +840 +25%
9WM
484
9258 Wealth Management
Ohio
$350K +$2.8K +34 +0.8%
CFB
485
Cullen/Frost Bankers
Texas
$345K -$7.91K -96 -2%
AssetMark Inc
486
AssetMark Inc
California
$343K +$25.9K +314 +8%
CHA
487
Carmichael Hill & Associates
Maryland
$341K – – –
FAT
488
First American Trust
California
$340K – – –
PFO
489
Pathstone Family Office
New Jersey
$336K +$33.2K +403 +11%
CCB
490
Cutter & Co Brokerage
Missouri
$333K +$906 +11 +0.3%
AWM
491
Accurate Wealth Management
Florida
$332K +$21K +255 +7%
SEP
492
Southland Equity Partners
Missouri
$327K +$10.3K +125 +3%
KA
493
Kintegral Advisory
New York
$326K – – –
ANRIA
494
American National Registered Investment Advisor
Texas
$325K – – –
NL
495
NWAM LLC
Washington
$319K – – –
O
496
Ossiam
France
$319K +$319K +3,867 New
KWM
497
Kingsview Wealth Management
Oregon
$316K +$19.8K +240 +7%
SG Americas Securities
498
SG Americas Securities
New York
$315K +$110K +1,337 +54%
SS
499
Simplicity Solutions
Minnesota
$312K +$32.7K +396 +12%
EI
500
Ellevest Inc
New York
$311K +$55.4K +673 +22%
18 19
20
21 22