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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 %
GFPC
751
Global Financial Private Client
Florida
$502 – – –
H
752
HoyleCohen
California
$218 -$56 -675 -20%
BBHC
753
Brown Brothers Harriman & Co
New York
$38 +$1 +12 +3%
CCM
754
Camber Capital Management
Massachusetts
– -$58M -810,000 Closed
VLKIM
755
Van Lanschot Kempen Investment Management
Netherlands
– -$22.1M -308,690 Closed
ERSOT
756
Employees Retirement System of Texas
Texas
– -$18.5M -258,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
757
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$17.8M -248,600 Closed
LCM
758
Laurion Capital Management
New York
– -$12.6M -175,919 Closed
PP
759
Prudential plc
United Kingdom
– -$10.9M -152,625 Closed
CA
760
Capitolis Advisors
New York
– -$10.6M -148,158 Closed
Qube Research & Technologies (QRT)
761
Qube Research & Technologies (QRT)
United Kingdom
– -$6.64M -92,648 Closed
Alyeska Investment Group
762
Alyeska Investment Group
Illinois
– -$6.39M -89,184 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
763
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$6.22M -86,865 Closed
Marshall Wace
764
Marshall Wace
United Kingdom
– -$5.22M -72,868 Closed
WAM
765
Weiss Asset Management
Massachusetts
– -$3.31M -46,209 Closed
CSS
766
Cubist Systematic Strategies
Connecticut
– -$2.68M -37,412 Closed
BCM
767
Buckhead Capital Management
Georgia
– -$2.53M -35,257 Closed
CPC
768
Consolidated Planning Corp
Georgia
– -$2.32M -32,419 Closed
CC
769
Cipher Capital
New York
– -$1.84M -25,729 Closed
EP
770
Edgestream Partners
New Jersey
– -$1.79M -25,043 Closed
VF
771
Virtu Financial
New York
– -$1.78M -24,885 Closed
QIM
772
Quantitative Investment Management
Virginia
– -$1.73M -24,160 Closed
Connor, Clark & Lunn Investment Management (CC&L)
773
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.38M -19,231 Closed
ACM
774
AlphaCrest Capital Management
New York
– -$1.05M -14,637 Closed
WIA
775
Wealthstreet Investment Advisors
Texas
– -$985K -13,750 Closed
29 30
31
32 33