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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 %
EARNEST Partners
676
EARNEST Partners
Georgia
$21K – – –
OC
677
Oakworth Capital
Alabama
$21K +$21K +250 New
LWANC
678
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$21K +250 New
PMFA
679
Plante Moran Financial Advisors
Michigan
$20K – – –
NL
680
NVWM LLC
Pennsylvania
$20K – – –
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
WAS
682
Winch Advisory Services
Wisconsin
$19K +$162 +2 +0.9%
FP
683
Financial Perspectives
Minnesota
$18K -$1.27M -15,256 -99%
CB
684
Community Bank
New York
$17K – – –
GTAM
685
Global Trust Asset Management
Florida
$17K – – –
HPC
686
HM Payson & Co
Maine
$17K – – –
CC
687
Corsicana & Co
Texas
$17K +$17K +200 New
SB
688
Strategic Blueprint
Georgia
$16K +$16K +194 New
ME
689
McIlrath & Eck
Washington
$15K – – –
EBA
690
Eagle Bay Advisors
New York
$15K +$15K +170 New
HFA
691
Hoover Financial Advisors
Pennsylvania
$14K -$2.06K -24 -13%
BWA
692
BDO Wealth Advisors
Florida
$14K – – –
SN
693
Sittner & Nelson
Oregon
$14K – – –
IFAM
694
Institutional & Family Asset Management
Colorado
$14K – – –
IAS
695
IMA Advisory Services
Colorado
$13K – – –
AL
696
ADE LLC
Maryland
$13K – – –
BAM
697
Bellevue Asset Management
Washington
$13K +$84 +1 +0.7%
LPWM
698
Lake Point Wealth Management
Texas
$13K +$13K +152 New
SWM
699
Selective Wealth Management
Virginia
$12K – – –
PCA
700
Providence Capital Advisors
North Carolina
$12K +$11.5K +144 +2,400%
26 27
28
29 30