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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 %
MIM
551
Moseley Investment Management
Florida
$222K +$222K +2,670 New
PFWA
552
Paces Ferry Wealth Advisors
Georgia
$217K +$217K +2,612 New
CFA
553
Carroll Financial Associates
North Carolina
$213K +$3.47K +42 +2%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$212K +$212K +2,551 New
VWA
555
V Wealth Advisors
Kansas
$212K -$342K -4,104 -62%
CMO
556
Covenant Multifamily Offices
Texas
$212K +$212K +2,546 New
MAFM
557
Mid Atlantic Financial Management
Pennsylvania
$212K +$212K +2,552 New
BG
558
Bollard Group
Massachusetts
$210K -$145K -1,742 -41%
SG Americas Securities
559
SG Americas Securities
New York
$206K -$2.14M -25,801 -91%
JWCA
560
J.W. Cole Advisors
Florida
$206K +$206K +2,480 New
HW
561
Hancock Whitney
Mississippi
$205K +$205K +2,463 New
IC
562
IEQ Capital
California
$205K +$205K +2,472 New
MIM
563
MTM Investment Management
South Carolina
$204K +$204K +2,450 New
FNBOMD
564
First National Bank of Mount Dora
Florida
$204K +$204K +2,455 New
BFC
565
Blue Fin Capital
Rhode Island
$203K +$203K +2,445 New
OPS
566
Orion Portfolio Solutions
Nebraska
$202K +$202K +2,430 New
BWL
567
Bogart Wealth LLC
Virginia
$201K -$2.42K -29 -1%
VRM
568
Vectors Research Management
New York
$200K +$5.83K +70 +3%
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
HI
570
Hudock Inc
Pennsylvania
$195K +$580 +7 +0.3%
QCG
571
Quadrant Capital Group
Ohio
$192K +$43.9K +528 +30%
BU
572
BBVA USA
Alabama
$191K +$191K +2,298 New
COCM
573
Charter Oak Capital Management
New Hampshire
$185K – – –
PK
574
Pflug Koory
Nebraska
$184K – – –
NFG
575
Next Financial Group
Texas
$177K +$36.7K +443 +26%
21 22
23
24 25