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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 %
FCA
651
FinTrust Capital Advisors
South Carolina
$37K – – –
TFS
652
TrustCore Financial Services
Tennessee
$37K – – –
PB
653
Pinnacle Bancorp
Nebraska
$37K – – –
ACA
654
Atlas Capital Advisors
Wyoming
$36.5K +$1.83K +22 +5%
FBT
655
First Bank & Trust
South Dakota
$36K -$43.7K -533 -55%
FWM
656
FFT Wealth Management
Pennsylvania
$36K +$36K +430 New
EIP
657
Ellis Investment Partners
Pennsylvania
$32K +$164 +2 +0.5%
SWA
658
Sutton Wealth Advisors
Florida
$31.2K – – –
ADL
659
Asset Dedication LLC
California
$29K – – –
SCM
660
Silvant Capital Management
Georgia
$29K – – –
AAP
661
Arax Advisory Partners
Colorado
$29K +$29K +345 New
PSB
662
Piscataqua Savings Bank
New Hampshire
$28K – – –
TCM
663
Tradewinds Capital Management
Washington
$28K +$166 +2 +0.6%
HWA
664
Heritage Wealth Advisors
Virginia
$27.4K – – –
TFIPS
665
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.4K +$27.4K +330 New
CWC
666
Carolinas Wealth Consulting
North Carolina
$27K -$58K -709 -68%
JFA
667
JNBA Financial Advisors
Minnesota
$26K – – –
LFG
668
Larson Financial Group
Missouri
$25K – – –
PCTC
669
Perkins Coie Trust Company
Washington
$25K +$25K +300 New
AIM
670
Anchor Investment Management
South Carolina
$24.9K – – –
Nisa Investment Advisors
671
Nisa Investment Advisors
Missouri
$23.4K -$1.52K -18,242 -6%
APC
672
Aspire Private Capital
North Carolina
$23K -$20K -278 Closed
GWSG
673
GPS Wealth Strategies Group
Colorado
$21K -$6.51K -79 -24%
IRC
674
Investors Research Corp
Georgia
$21K – – –
MHR
675
Matthew Hamilton Rosenberg
$21K – – –
25 26
27
28 29