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Welltower
WELL

Overview Fund Activity

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M

Top Buyers

1
RC
1
Resolution Capital
Australia
$471M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.24B
3
Invesco
3
Invesco
Georgia
$562M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$534M
5
PI
5
PGGM Investments
Netherlands
$607M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$607M
2
ZP
2
Zimmer Partners
New York
$78.8M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$394M
4
SCCM
4
Schafer Cullen Capital Management
New York
$9.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
726
TFC Financial Management
Massachusetts
$1K – – –
MIH
727
Meitav Investment House
Israel
$724 +$4 +55 +0.5%
GFPC
728
Global Financial Private Client
Florida
$440 – – –
BBHC
729
Brown Brothers Harriman & Co
New York
$32 -$29 -410 -48%
EC
730
Eminence Capital
New York
– -$93.7M -1,450,266 Closed
SIG
731
Senator Investment Group
New York
– -$48.5M -750,000 Closed
WMSA
732
Weiss Multi-Strategy Advisers
New York
– -$28M -433,606 Closed
GCM
733
Glenview Capital Management
New York
– -$19.8M -305,732 Closed
UOC
734
UBS O'Connor
Illinois
– -$4.34M -67,200 Closed
MSA
735
Mason Street Advisors
Wisconsin
– -$3.72M -57,566 Closed
BAMF
736
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.78M -27,604 Closed
Capstone Investment Advisors
737
Capstone Investment Advisors
New York
– -$1.67M -25,796 Closed
Simplex Trading
738
Simplex Trading
Illinois
– -$1.48M -22,830 Closed
Arrowstreet Capital
739
Arrowstreet Capital
Massachusetts
– -$1.38M -21,300 Closed
Man Group
740
Man Group
United Kingdom
– -$1.24M -19,116 Closed
HC
741
HNP Capital
New York
– -$899K -13,917 Closed
CAM
742
Connacht Asset Management
New York
– -$864K -13,364 Closed
CCFM
743
Clear Creek Financial Management
Washington
– -$657K -10,178 Closed
SF
744
Symphony Financial
Texas
– -$541K -8,778 Closed
WG
745
Winton Group
United Kingdom
– -$513K -7,933 Closed
AI
746
Atom Investors
Texas
– -$495K -7,655 Closed
BMA
747
Brooks Moore & Associates
Tennessee
– -$449K -6,950 Closed
TCM
748
Teza Capital Management
Illinois
– -$445K -6,889 Closed
EGM
749
Engineers Gate Manager
New York
– -$443K -6,848 Closed
ST
750
Sabal Trust
Florida
– -$414K -6,412 Closed
28 29
30
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