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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 %
AWM
626
Accel Wealth Management
Iowa
$77K -$57.9K -700 -43%
PO
627
Private Ocean
California
$75K – – –
CI
628
CX Institutional
Indiana
$75K +$7.54K +91 +11%
HWA
629
HHM Wealth Advisors
Tennessee
$74K – – –
ST
630
Smithfield Trust
Pennsylvania
$73K – – –
AF
631
Advisornet Financial
Minnesota
$73K +$328 +4 +0.5%
TC
632
Trust Company
Kansas
$70K – – –
TH
633
TCTC Holdings
Texas
$70K – – –
OSNBOA
634
Old Second National Bank of Aurora
Illinois
$66K – – –
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$64K -$4.47K -54 -7%
BAM
636
Barrett Asset Management
New York
$62K – – –
WB
637
Webster Bank
Connecticut
$61K – – –
CFD
638
Creative Financial Designs
Indiana
$58K – – –
IWP
639
IAG Wealth Partners
Wisconsin
$58K – – –
ZB
640
Zions Bancorporation
Utah
$57K +$326 +4 +0.6%
ACM
641
Antonetti Capital Management
Florida
$57K +$57K +695 New
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$56K -$49.5K -598 -47%
FPS
643
Fieldpoint Private Securities
Connecticut
$56K -$572 -7 -1%
GLLW
644
Graves Light Lenhart Wealth
Virginia
$54K – – –
WQ
645
Wealth Quarterback
New Jersey
$54K +$335 +4 +0.6%
CFO
646
CVA Family Office
Colorado
$54K +$7.37K +134 +16%
AF
647
Allworth Financial
California
$54K +$12.9K +157 +31%
AFG
648
Albion Financial Group
Utah
$52K – – –
GI
649
Gradient Investments
Minnesota
$51K – – –
FWM
650
Focused Wealth Management
New York
$48K +$82 +1 +0.2%
24 25
26
27 28