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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 %
BAM
626
Barrett Asset Management
New York
$62K – – –
WB
627
Webster Bank
Connecticut
$61K -$5.77K -70 -9%
FPS
628
Fieldpoint Private Securities
Connecticut
$59K -$15.3K -180 -21%
IWP
629
IAG Wealth Partners
Wisconsin
$59K +$2.28K +27 +4%
CFD
630
Creative Financial Designs
Indiana
$58K – – –
ZB
631
Zions Bancorporation
Utah
$58K +$167 +2 +0.3%
CP
632
Castleview Partners
Texas
$57K +$57K +687 New
EFSCE
633
Enterprise Financial Services Corp (EFSC)
Missouri
$55K – – –
GLLW
634
Graves Light Lenhart Wealth
Virginia
$55K – – –
WQ
635
Wealth Quarterback
New Jersey
$54K +$54K +641 New
AFG
636
Albion Financial Group
Utah
$53K +$53K +637 New
GI
637
Gradient Investments
Minnesota
$51K +$8.06K +97 +19%
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$29K -348 -37%
FWM
639
Focused Wealth Management
New York
$48K – – –
SFSIG
640
San Francisco Sentry Investment Group
California
$46K – – –
WP
641
WealthShield Partners
North Carolina
$46K +$3.15K +37 +7%
LC
642
Lindbrook Capital
California
$43K – – –
TFO
643
Tarbox Family Office
California
$43K +$33.5K +400 +351%
HIA
644
Harbor Investment Advisory
Maryland
$42K -$4.2K -50 -9%
AF
645
Allworth Financial
California
$42K – – –
HCM
646
Highlander Capital Management
New Jersey
$42K – – –
VNA
647
Valley National Advisers
Pennsylvania
$42K – – –
NSIM
648
North Star Investment Management
Illinois
$42K – – –
BMD
649
Better Money Decisions
New Mexico
$42K +$167 +2 +0.4%
TI
650
tru Independence
Oregon
$41K +$41K +505 New
24 25
26
27 28