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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 %
DMBA
526
Deseret Mutual Benefit Administrators
Utah
$253K +$253K +3,044 New
CT
527
Clearstead Trust
Maine
$252K +$59.3K +715 +31%
WC
528
Weil Company
California
$252K +$252K +3,034 New
GVAG
529
Great Valley Advisor Group
Delaware
$249K – – –
DAC
530
Dividend Assets Capital
South Carolina
$249K – – –
SCM
531
Shelton Capital Management
Colorado
$249K – – –
WC
532
Wexford Capital
Florida
$249K +$249K +3,000 New
GT
533
Glenview Trust
Kentucky
$249K +$249K +3,007 New
HH
534
Hilltop Holdings
Texas
$245K +$245K +2,958 New
SCA
535
Stonebridge Capital Advisors
Minnesota
$244K +$122K +1,576 +100%
BRWA
536
B. Riley Wealth Advisors
Florida
$243K +$1.08K +13 +0.4%
SWM
537
SeaCrest Wealth Management
New York
$241K +$166 +2 +0.1%
VHAM
538
Van Hulzen Asset Management
California
$241K +$241K +2,900 New
KFGK
539
Keystone Financial Group (Kentucky)
Kentucky
$233K -$19.1K -230 -8%
S
540
SignatureFD
Georgia
$233K +$71.3K +858 +44%
SVWAG
541
Sound View Wealth Advisors Group
Georgia
$231K -$4.15K -50 -2%
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$229K -$76K -915 -25%
S
543
Seeyond
France
$227K +$995 +12 +0.4%
RC
544
RegentAtlantic Capital
New Jersey
$227K +$227K +2,733 New
HI
545
Horizon Investments
North Carolina
$227K +$227K +2,753 New
MSAM
546
Moloney Securities Asset Management
Missouri
$226K -$36.7K -442 -14%
FAIM
547
Financial Advocates Investment Management
Washington
$226K +$226K +2,726 New
LOAMS
548
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$224K +2,691 New
BMA
549
Brooks Moore & Associates
Tennessee
$224K +$224K +2,700 New
SIAP
550
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K – – –
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