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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 %
CI
501
Conning Inc
Connecticut
$310K -$86.5K -1,050 -22%
SAS
502
Stelac Advisory Services
New York
$309K -$394K -4,777 -56%
BHA
503
Beech Hill Advisors
New York
$309K – – –
MC
504
Moors & Cabot
Massachusetts
$308K -$57.3K -700 -16%
HI
505
Harbour Investments
Wisconsin
$308K +$6.01K +73 +2%
Lazard Asset Management
506
Lazard Asset Management
New York
$307K +$212K +2,577 +222%
WTC
507
WhitTier Trust Company
Nevada
$306K -$12.8K -156 -4%
GKWIM
508
Gerber Kawasaki Wealth & Investment Management
California
$304K – – –
WPP
509
Whalerock Point Partners
Rhode Island
$303K – – –
DC
510
Davenport & Co
Virginia
$303K +$303K +3,672 New
Koshinski Asset Management
511
Koshinski Asset Management
Illinois
$302K +$74.7K +906 +33%
PFBT
512
Parkside Financial Bank & Trust
Missouri
$300K -$56.7K -688 -16%
DP
513
Dearborn Partners
Illinois
$300K -$7.83K -95 -3%
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$296K +$14K +170 +5%
CGL
515
Clarius Group LLC
Washington
$292K +$11.9K +144 +4%
SWA
516
SFMG Wealth Advisors
Texas
$291K +$26.4K +320 +10%
RHBC
517
R.H. Bluestein & Co
Michigan
$288K – – –
MFW
518
Mosaic Family Wealth
Missouri
$288K – – –
KFS
519
Kurt F. Somerville
$288K – – –
RSWM
520
Robertson Stephens Wealth Management
California
$281K -$52.2K -634 -16%
GT
521
Glenview Trust
Kentucky
$274K +$26.1K +317 +11%
RC
522
RegentAtlantic Capital
New Jersey
$272K +$46.4K +562 +21%
BIP
523
Blueprint Investment Partners
North Carolina
$272K +$272K +3,306 New
DS
524
DRW Securities
Illinois
$270K +$270K +3,281 New
APA
525
American Portfolios Advisors
New York
$267K -$9.81K -119 -4%
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