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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 %
SIM
526
Sentry Investment Management
Wisconsin
$267K +$265K +3,219 +15,329%
ACS
527
Archford Capital Strategies
Illinois
$264K -$25.1K -304 -9%
FF
528
FourThought Financial
Florida
$263K -$172K -2,098 -40%
VFA
529
Valeo Financial Advisors
Indiana
$262K -$47K -570 -15%
LWAM
530
Legacy Wealth Asset Management
Minnesota
$254K -$3.13K -38 -1%
PCP
531
Proficio Capital Partners
Massachusetts
$253K -$36.7K -446 -13%
WC
532
Weil Company
California
$252K +$1.81K +22 +0.7%
CT
533
Clearstead Trust
Maine
$251K – – –
PMA
534
Prudent Man Advisors
Illinois
$250K +$250K +3,040 New
FAFN
535
First Affirmative Financial Network
Colorado
$249K +$249K +3,019 New
SG
536
Stonnington Group
California
$248K – – –
SCM
537
Shelton Capital Management
Colorado
$247K – – –
DAC
538
Dividend Assets Capital
South Carolina
$247K – – –
HH
539
Hilltop Holdings
Texas
$247K +$3.78K +46 +2%
FAIM
540
Financial Advocates Investment Management
Washington
$247K +$22.3K +271 +10%
BRWA
541
B. Riley Wealth Advisors
Florida
$244K +$2.4K +29 +1%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$244K +$13K +158 +6%
Walleye Trading
543
Walleye Trading
New York
$242K +$242K +2,939 New
VHAM
544
Van Hulzen Asset Management
California
$239K – – –
SWM
545
SeaCrest Wealth Management
New York
$239K +$165 +2 +0.1%
CM
546
Capula Management
Cayman Islands
$239K +$239K +2,900 New
QCG
547
Quadrant Capital Group
Ohio
$236K +$46.2K +562 +24%
ASN
548
Advisory Services Network
Georgia
$235K -$174K -2,110 -43%
HI
549
Horizon Investments
North Carolina
$235K +$9.42K +115 +4%
GVAG
550
Great Valley Advisor Group
Delaware
$232K -$21.1K -257 -8%
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