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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 %
MAM
576
Meeder Asset Management
Ohio
$175K -$83.8K -1,007 -32%
FDCDDQ
577
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K – – –
OIA
578
Optimum Investment Advisors
Illinois
$152K – – –
LWM
579
Liberty Wealth Management
California
$151K +$996 +12 +0.7%
Bessemer Group
580
Bessemer Group
New Jersey
$150K -$3.73K -45 -2%
M
581
MOTCO
Texas
$150K +$4.07K +49 +3%
BDS
582
Banco de Sabadell
Florida
$147K +$4.25K +51 +3%
AWM
583
Accel Wealth Management
Iowa
$136K -$1.17K -14 -0.9%
PA
584
Parallel Advisors
California
$135K +$32.2K +389 +31%
WT
585
Washington Trust
Rhode Island
$133K -$11.2K -134 -8%
GWS
586
Glassman Wealth Services
Virginia
$133K +$3.66K +44 +3%
CCM
587
Covington Capital Management
California
$125K +$125K +1,500 New
EWM
588
Evermay Wealth Management
Virginia
$121K +$121K +1,460 New
T
589
TOBAM
France
$119K – – –
CAM
590
CenterStar Asset Management
Illinois
$114K – – –
GRP
591
Global Retirement Partners
California
$112K -$318K -3,847 -74%
JCM
592
Jacobi Capital Management
Pennsylvania
$111K +$10.1K +121 +10%
FHA
593
First Horizon Advisors
Tennessee
$110K -$3.99K -48 -3%
CA
594
Clearstead Advisors
Ohio
$110K +$4.4K +53 +4%
AIM
595
Arcadia Investment Management
Michigan
$108K – – –
CAL
596
Capital Analysts LLC
Pennsylvania
$107K -$1.25K -15 -1%
HFM
597
Harvest Fund Management
China
$107K – – –
KFI
598
Key Financial Inc
Pennsylvania
$107K +$101K +1,167 +1,823%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$106K -$1.91K -23 -2%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$104K -$13.1K -158 -11%
22 23
24
25 26