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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 %
CFFP
701
Center for Financial Planning
Michigan
$11K – – –
MRCM
702
M&R Capital Management
New Jersey
$11K – – –
LCM
703
Logan Capital Management
Pennsylvania
$11K +$2.85K +35 +35%
AIG
704
American International Group
New York
$10.6K -$235 -2,834 -2%
WWM
705
Wolff Wiese Magana
California
$10K -$1.22K -15 -11%
NFSG
706
Newbridge Financial Services Group
Florida
$10K – – –
HWMA
707
Heritage Wealth Management (Arizona)
Arizona
$10K +$10K +120 New
PFA
708
Professional Financial Advisors
Nebraska
$9K – – –
SSB
709
Sandy Spring Bank
Maryland
$9K +$9K +110 New
TAM
710
Tucker Asset Management
Colorado
$8.81K – – –
WPA
711
West Paces Advisors
Georgia
$8.31K – – –
MA
712
Montag & Associates
Georgia
$8K -$65.2K -750 -89%
TCOV
713
Trust Company of Vermont
Vermont
$8K – – –
DAM
714
Delta Asset Management
Tennessee
$8K – – –
CDIA
715
Capital Directions Investment Advisors
Georgia
$8K +$8K +90 New
ETC
716
Exchange Traded Concepts
Oklahoma
$8K +$8K +97 New
MGIM
717
M&G Investment Management
United Kingdom
$7.4K +$7.4K +89,163 New
FRA
718
Front Row Advisors
California
$7K -$563 -7 -7%
AWM
719
Avior Wealth Management
Nebraska
$7K – – –
RCA
720
Ranch Capital Advisors
Florida
$7K – – –
RA
721
Resolute Advisors
California
$7K +$175 +2 +3%
TWA
722
TCI Wealth Advisors
Arizona
$7K +$1.57K +17 +29%
LWA
723
Lenox Wealth Advisors
New York
$6K -$12.5K -156 -68%
PWMG
724
Prestige Wealth Management Group
New Jersey
$6K – – –
SL
725
Savior LLC
Massachusetts
$6K – – –
27 28
29
30 31