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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 %
MIM
576
MTM Investment Management
South Carolina
$202K – – –
BFC
577
Blue Fin Capital
Rhode Island
$201K – – –
BU
578
BBVA USA
Alabama
$201K +$11.9K +145 +6%
CG
579
Caprock Group
Idaho
$200K +$200K +2,424 New
HI
580
Hudock Inc
Pennsylvania
$194K +$494 +6 +0.3%
DMBA
581
Deseret Mutual Benefit Administrators
Utah
$192K -$58.7K -713 -23%
EVM
582
Eaton Vance Management
Massachusetts
$187K -$28.8K -1,271 -13%
COCM
583
Charter Oak Capital Management
New Hampshire
$184K – – –
PK
584
Pflug Koory
Nebraska
$183K – – –
MAM
585
Meeder Asset Management
Ohio
$183K +$9.95K +121 +6%
BWL
586
Bogart Wealth LLC
Virginia
$180K -$18.5K -225 -9%
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$179K -$41.1K -500 -19%
PA
588
Parallel Advisors
California
$168K +$33.8K +410 +25%
Federated Hermes
589
Federated Hermes
Pennsylvania
$166K -$177K -2,158 -52%
BCA
590
Berman Capital Advisors
Georgia
$159K +$55.9K +681 +54%
NIM
591
NuWave Investment Management
New Jersey
$158K +$158K +1,919 New
FDCDDQ
592
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K – – –
LWM
593
Liberty Wealth Management
California
$153K +$2.81K +34 +2%
FHA
594
First Horizon Advisors
Tennessee
$150K +$40.9K +497 +38%
M
595
MOTCO
Texas
$149K – – –
CFA
596
Cahill Financial Advisors
Minnesota
$140K +$140K +1,693 New
GWS
597
Glassman Wealth Services
Virginia
$136K +$4.29K +52 +3%
HFM
598
Harvest Fund Management
China
$135K +$29.1K +355 +28%
WT
599
Washington Trust
Rhode Island
$131K – – –
SCA
600
Stonebridge Capital Advisors
Minnesota
$130K -$130K -1,576 -50%
22 23
24
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