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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.

New
Increased
Maintained
Reduced
Closed
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 %
OAM
751
Optimal Asset Management
California
– -$400K -6,192 Closed
AII
752
AGF Investments Inc
Ontario, Canada
– -$394K -6,093 Closed
TC
753
TwinBeech Capital
New York
– -$385K -5,952 Closed
TSS
754
Two Sigma Securities
New York
– -$344K -5,316 Closed
MIM
755
Moseley Investment Management
Florida
– -$320K -4,959 Closed
WRM
756
Weybosset Research & Management
Rhode Island
– -$313K -4,850 Closed
PAMP
757
Polar Asset Management Partners
Ontario, Canada
– -$307K -4,753 Closed
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
– -$297K -4,593 Closed
WS
759
Wedbush Securities
California
– -$263K -4,070 Closed
RIA
760
Regal Investment Advisors
Michigan
– -$254K -3,926 Closed
QT
761
Quantamental Technologies
New York
– -$251K -3,886 Closed
BFC
762
Blue Fin Capital
Rhode Island
– -$247K -3,835 Closed
FC
763
FORA Capital
Florida
– -$246K -3,801 Closed
FI
764
FormulaFolio Investments
Michigan
– -$240K -3,709 Closed
HH
765
Hilltop Holdings
Texas
– -$224K -3,467 Closed
GCP
766
GSA Capital Partners
United Kingdom
– -$212K -3,283 Closed
CC
767
Carlson Capital
Texas
– -$205K -3,175 Closed
LIM
768
Longfellow Investment Management
Massachusetts
– -$174K -2,684 Closed
PS
769
Planned Solutions
California
– -$149K -2,307 Closed
PFO
770
Pathstone Family Office
New Jersey
– -$96K -1,493 Closed
PWPS
771
Pinnacle Wealth Planning Services
Ohio
– -$80K -1,233 Closed
AWG
772
Altus Wealth Group
Colorado
– -$79K -1,226 Closed
CAAS
773
Capital Asset Advisory Services
Michigan
– -$70K -1,081 Closed
PWM
774
Perigon Wealth Management
California
– -$69K -1,069 Closed
FCH
775
Freestone Capital Holdings
Washington
– -$65.8K -1,019 Closed
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