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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.28B
2
Cohen & Steers
Cohen & Steers
New York
$2.29B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$530M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$976M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$480M
2
PI
PGGM Investments
Netherlands
$397M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
4
Macquarie Group
Macquarie Group
Australia
$29.3M
5
CIM
Centersquare Investment Management
Pennsylvania
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
751
MCF Advisors
Kentucky
$1K +$1K +14 New
RAM
752
Riggs Asset Management
Pennsylvania
$1K +$1K +17 New
GFPC
753
Global Financial Private Client
Florida
$503 – – –
BBHC
754
Brown Brothers Harriman & Co
New York
$38 – – –
CCP
755
Clough Capital Partners
Massachusetts
– -$28M -336,630 Closed
MWNA
756
Marshall Wace North America
New York
– -$24.1M -290,000 Closed
VAM
757
Veritas Asset Management
United Kingdom
– -$8.68M -104,500 Closed
HWC
758
Hill Winds Capital
New York
– -$6.48M -78,000 Closed
CM
759
Caption Management
Oklahoma
– -$1.66M -20,000 Closed
RCM
760
RVB Capital Management
New York
– -$1.54M -18,500 Closed
YIH
761
Y-Intercept (HK)
Hong Kong
– -$1.35M -16,266 Closed
AF
762
Alerus Financial
North Dakota
– -$1.23M -14,782 Closed
FC
763
FORA Capital
Florida
– -$1.04M -12,458 Closed
MME
764
Meag Munich Ergo
Germany
– -$958K -11,523 Closed
CCM
765
Cinctive Capital Management
New York
– -$948K -11,406 Closed
B
766
BP
United Kingdom
– -$888K -10,685 Closed
TAIM
767
Te Ahumairangi Investment Management
New Zealand
– -$748K -9,000 Closed
AA
768
Argent Advisors
Louisiana
– -$669K -8,056 Closed
Verition Fund Management
769
Verition Fund Management
Connecticut
– -$614K -7,393 Closed
QSS
770
Quantitative Systematic Strategies
Florida
– -$581K -6,992 Closed
IEFM
771
IQ EQ Fund Management
Ireland
– -$569K -6,843 Closed
MGWM
772
Marks Group Wealth Management
Minnesota
– -$533K -6,470 Closed
EPWM
773
Essex Private Wealth Management
Massachusetts
– -$502K -6,038 Closed
SBF
774
Sara-Bay Financial
Florida
– -$435K -5,230 Closed
BC
775
Bridgefront Capital
Texas
– -$404K -4,862 Closed
29 30
31
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