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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 %
MIH
776
Meitav Investment House
Israel
– -$724 -10,104 Closed
LIA
777
LS Investment Advisors
Michigan
– -$713K -9,958 Closed
N
778
Natixis
France
– -$703K -9,817 Closed
PRC
779
Pearl River Capital
Michigan
– -$485K -6,774 Closed
WANY
780
Wealthspire Advisors (New York)
New York
– -$484K -6,759 Closed
HAIM
781
Hunter Associates Investment Management
Pennsylvania
– -$394K -5,505 Closed
IF
782
Intrua Financial
Texas
– -$388K -5,070 Closed
MFS
783
Mirabella Financial Services
United Kingdom
– -$356K -4,975 Closed
WW
784
Westshore Wealth
California
– -$352K -4,915 Closed
WCM
785
Weld Capital Management
New York
– -$325K -4,538 Closed
IAIM
786
International Assets Investment Management
Florida
– -$239K -3,563 Closed
JSL
787
JT Stratford LLC
Georgia
– -$251K -3,502 Closed
JF
788
Jump Financial
Illinois
– -$233K -3,250 Closed
CG
789
Cutler Group
California
– -$223K -3,120 Closed
PI
790
PEAK6 Investments
Illinois
– -$220K -3,070 Closed
Acadian Asset Management
791
Acadian Asset Management
Massachusetts
– -$198K -2,765 Closed
WAP
792
Wealthcare Advisory Partners
Pennsylvania
– -$122K -1,706 Closed
SFS
793
Sowell Financial Services
Arkansas
– -$121K -1,640 Closed
ACM
794
Allred Capital Management
Texas
– -$84.6K -1,181 Closed
CAC
795
Certified Advisory Corp
Florida
– -$74K -1,036 Closed
AIC
796
Ameritas Investment Company
Nebraska
– -$73.7K -1,029 Closed
NIM
797
NuWave Investment Management
New Jersey
– -$61K -850 Closed
ADIM
798
Alpha DNA Investment Management
Maryland
– -$57K -800 Closed
SIS
799
Sound Income Strategies
Florida
– -$48.4K -675 Closed
Group One Trading
800
Group One Trading
Illinois
– -$46K -647 Closed
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