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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 %
BCA
601
Berman Capital Advisors
Georgia
$104K +$21.8K +263 +26%
EW
602
Evoke Wealth
California
$99K -$4.55K -55 -4%
Lazard Asset Management
603
Lazard Asset Management
New York
$96K -$521K -6,301 -84%
BFC
604
Bedel Financial Consulting
Indiana
$96K +$10.2K +123 +12%
EL
605
EMFO LLC
Florida
$96K +$96K +1,150 New
MCM
606
MV Capital Management
Maryland
$94K +$67.9K +819 +261%
PCG
607
Private Capital Group
Connecticut
$93K +$7.53K +91 +9%
GEA
608
Glen Eagle Advisors
New Jersey
$87.4K +$83 +1 +0.1%
WIM
609
Westside Investment Management
California
$83.1K – – –
HDIM
610
Hanson & Doremus Investment Management
Vermont
$83K – – –
SBL
611
Sargent Bickham Lagudis
Colorado
$83K – – –
MCA
612
Mercer Capital Advisers
New Jersey
$83K – – –
CBT
613
CoreFirst Bank & Trust
Kansas
$83K – – –
CFN
614
Cordasco Financial Network
Florida
$81K -$4.66K -56 -5%
PO
615
Private Ocean
California
$76K – – –
RDWM
616
Red Door Wealth Management
Tennessee
$76K +$76K +925 New
HWA
617
HHM Wealth Advisors
Tennessee
$75K – – –
ST
618
Smithfield Trust
Pennsylvania
$75K – – –
AF
619
Advisornet Financial
Minnesota
$74K +$7.43K +89 +11%
TH
620
TCTC Holdings
Texas
$71K – – –
TC
621
Trust Company
Kansas
$71K – – –
CFO
622
CVA Family Office
Colorado
$70K +$39.6K +480 +130%
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$69K +$11.8K +142 +21%
CI
624
CX Institutional
Indiana
$68K +$17.3K +207 +34%
OSNBOA
625
Old Second National Bank of Aurora
Illinois
$67K – – –
23 24
25
26 27