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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
BlackRock
New York
$4.09B
4
Credit Agricole
Credit Agricole
France
$232M
5
State Street
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
Principal Financial Group
Iowa
$392M
3
CIM
Centersquare Investment Management
Pennsylvania
$235M
4
HM
HealthCor Management
New York
$0
5
N
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
726
Global Trust Asset Management
Florida
$17K – – –
CC
727
Corsicana & Co
Texas
$17K – – –
ME
728
McIlrath & Eck
Washington
$16K – – –
AWM
729
Avior Wealth Management
Nebraska
$16K +$83 +1 +0.5%
SN
730
Sittner & Nelson
Oregon
$15K – – –
JWA
731
JFS Wealth Advisors
Pennsylvania
$15K +$15K +172 New
BWA
732
BDO Wealth Advisors
Florida
$14K – – –
MW
733
Milestone Wealth
New York
$14K +$14K +158 New
CNBTD
734
Citizens National Bank Trust Department
Mississippi
$14K +$14K +162 New
WAC
735
William Allan Corp
Colorado
$14K +$14K +169 New
IAS
736
IMA Advisory Services
Colorado
$13K – – –
LPWM
737
Lake Point Wealth Management
Texas
$13K – – –
BAM
738
Bellevue Asset Management
Washington
$13K +$83 +1 +0.6%
CA
739
Centerpoint Advisors
Massachusetts
$13K +$13K +148 New
C
740
Covestor
United Kingdom
$13K +$13K +151 New
LCM
741
Logan Capital Management
Pennsylvania
$12K – – –
LF
742
Lee Financial
Texas
$12K +$8.21K +93 +216%
EWA
743
EverSource Wealth Advisors
Alabama
$12K +$12K +144 New
PP
744
Paloma Partners
Connecticut
$12K +$12K +144 New
FCA
745
FinTrust Capital Advisors
South Carolina
$11K – – –
CFFP
746
Center for Financial Planning
Michigan
$11K – – –
MRCM
747
M&R Capital Management
New Jersey
$11K – – –
WWM
748
Wolff Wiese Magana
California
$11K – – –
TWA
749
TCI Wealth Advisors
Arizona
$11K +$1.44K +17 +15%
LFA
750
Level Financial Advisors
New York
$11K +$11K +130 New
28 29
30
31 32