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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 %
TMAM
501
Tokio Marine Asset Management
Japan
$304K -$26.4K -318 -8%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$302K +$302K +3,637 New
SWP
503
Stratos Wealth Partners
Ohio
$301K -$30K -362 -9%
KWM
504
Kingsview Wealth Management
Oregon
$301K +$11.1K +133 +4%
SC
505
Scotia Capital
Ontario, Canada
$295K +$48.5K +583 +20%
RIA
506
Regal Investment Advisors
Michigan
$294K +$294K +3,532 New
PCP
507
Proficio Capital Partners
Massachusetts
$293K +$1.17K +14 +0.4%
ACS
508
Archford Capital Strategies
Illinois
$291K -$89.3K -1,076 -23%
KFS
509
Kurt F. Somerville
$291K -$83.1K -1,000 -22%
MFW
510
Mosaic Family Wealth
Missouri
$291K – – –
RHBC
511
R.H. Bluestein & Co
Michigan
$291K – – –
RFC
512
Regions Financial Corp
Alabama
$289K -$20.8K -250 -7%
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$285K -$10.7K -129 -4%
FNBT
514
FineMark National Bank & Trust
Florida
$285K +$6.65K +80 +2%
TI
515
Tidal Investments
Wisconsin
$284K +$284K +3,412 New
CGL
516
Clarius Group LLC
Washington
$283K +$3.58K +43 +1%
SS
517
Simplicity Solutions
Minnesota
$282K +$44.8K +538 +19%
APA
518
American Portfolios Advisors
New York
$279K -$8.81K -106 -3%
TA
519
Tectonic Advisors
Texas
$269K +$269K +3,233 New
SWA
520
SFMG Wealth Advisors
Texas
$267K – – –
LWAM
521
Legacy Wealth Asset Management
Minnesota
$259K +$3.24K +39 +1%
EI
522
Ellevest Inc
New York
$258K -$1.16K -14 -0.4%
SG
523
Stonnington Group
California
$255K – – –
TW
524
TrinityPoint Wealth
Connecticut
$254K -$5.15K -62 -2%
BPA
525
Beacon Pointe Advisors
California
$254K +$254K +3,056 New
19 20
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