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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 %
PMAS
726
PNC Managed Account Solutions
Texas
$6K +$6K +75 New
CA
727
Crewe Advisors
Utah
$5K -$7.38K -93 -60%
ST
728
Sageworth Trust
Pennsylvania
$5K – – –
BC
729
Bartlett & Co
Ohio
$5K – – –
BCWM
730
Bartlett & Co Wealth Management
Ohio
$4.99K – – –
FMP
731
Financial Management Professionals
Texas
$4K – – –
HR
732
Howe & Rusling
New York
$4K – – –
EWA
733
Evolution Wealth Advisors
Florida
$4K – – –
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +44 New
First Manhattan
735
First Manhattan
New York
$4K +$4K +53 New
CWP
736
Concord Wealth Partners
Virginia
$3K -$22.3K -282 -88%
FHC
737
First Horizon Corporation
Tennessee
$3K – – –
SIM
738
Sonora Investment Management
Arizona
$3K – – –
IF
739
Ironwood Financial
Arizona
$3K – – –
BWM
740
BerganKDV Wealth Management
Minnesota
$3K – – –
KFP
741
KB Financial Partners
New Jersey
$3K – – –
PP
742
Pacifica Partners
Canada
$3K +$3K +39 New
CWA
743
Clearview Wealth Advisors
Oregon
$3K +$3K +42 New
SFO
744
Standard Family Office
South Dakota
$2K – – –
HFS
745
Horizon Financial Services
North Carolina
$2K – – –
SIM
746
Sentry Investment Management
Wisconsin
$2K +$2K +21 New
RFA
747
Reilly Financial Advisors
California
$1K -$5.4K -54 -84%
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
TFM
749
TFC Financial Management
Massachusetts
$1K – – –
GAM
750
Gemmer Asset Management
California
$1K +$1K +7 New
28 29
30
31 32