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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 %
VRM
551
Vectors Research Management
New York
$231K +$33.2K +403 +17%
HC
552
HNP Capital
New York
$231K +$231K +2,805 New
RCAG
553
Rehmann Capital Advisory Group
Michigan
$231K +$3.65K +41 +2%
SVWAG
554
Sound View Wealth Advisors Group
Georgia
$229K – – –
CC
555
Centiva Capital
New York
$227K +$227K +2,753 New
MSAM
556
Moloney Securities Asset Management
Missouri
$222K -$2.64K -32 -1%
NFG
557
Next Financial Group
Texas
$221K +$44.4K +537 +25%
RIA
558
Regal Investment Advisors
Michigan
$216K -$74.9K -909 -26%
H
559
HoyleCohen
California
$216K – – –
OPS
560
Orion Portfolio Solutions
Nebraska
$216K +$16K +194 +8%
BFM
561
Boothbay Fund Management
New York
$214K +$214K +2,592 New
SCM
562
Stevens Capital Management
Pennsylvania
$214K +$214K +2,598 New
ATPW
563
Ashton Thomas Private Wealth
Arizona
$213K +$213K +2,589 New
S
564
SignatureFD
Georgia
$211K -$20.5K -248 -9%
WBG
565
Wharton Business Group
Pennsylvania
$211K +$211K +2,555 New
MIM
566
Moseley Investment Management
Florida
$210K -$13.5K -161 -6%
BG
567
Bollard Group
Massachusetts
$209K +$904 +11 +0.4%
CMO
568
Covenant Multifamily Offices
Texas
$208K – – –
CWP
569
CFM Wealth Partners
Texas
$208K +$208K +2,525 New
CFA
570
Carroll Financial Associates
North Carolina
$206K -$5.76K -70 -3%
VWA
571
V Wealth Advisors
Kansas
$206K -$3.79K -46 -2%
AA
572
AlphaCentric Advisors
Puerto Rico
$206K +$206K +2,500 New
WKWM
573
Walter & Keenan Wealth Management
Indiana
$205K +$205K +2,484 New
JWCA
574
J.W. Cole Advisors
Florida
$204K – – –
FNBOMD
575
First National Bank of Mount Dora
Florida
$202K – – –
21 22
23
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