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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 %
FMP
776
Financial Management Professionals
Texas
$4K – – –
CWA
777
Clearview Wealth Advisors
Oregon
$4K – – –
CI Investments Inc
778
CI Investments Inc
Ontario, Canada
$4K – – –
PP
779
Pacifica Partners
Canada
$3K – – –
BWM
780
BerganKDV Wealth Management
Minnesota
$3K – – –
TWP
781
TFO Wealth Partners
Ohio
$3K +$600 +8 +25%
PGAM
782
Princeton Global Asset Management
New Jersey
$3K +$3K +37 New
KFP
783
KB Financial Partners
New Jersey
$3K +$3K +40 New
HFS
784
Horizon Financial Services
North Carolina
$2.14K – – –
AP
785
Arlington Partners
Alabama
$2K +$2K +21 New
LWA
786
Lenox Wealth Advisors
New York
$1K -$5.15K -67 -84%
RAM
787
Riggs Asset Management
Pennsylvania
$1K – – –
TFM
788
TFC Financial Management
Massachusetts
$1K – – –
CAL
789
Capital Advisors Ltd
Ohio
$1K +$1K +6 New
CWP
790
Concord Wealth Partners
Virginia
$1K +$1K +8 New
BA
791
Bivin & Associates
Oklahoma
$1K +$1K +10 New
CSWM
792
Cassady Schiller Wealth Management
Ohio
$1K +$1K +14 New
AA
793
Addison Advisors
Vermont
$1K +$1K +15 New
GFPC
794
Global Financial Private Client
Florida
$515 – – –
WC
795
Wexford Capital
Florida
$257 +$257 +3,000 New
MGIM
796
M&G Investment Management
United Kingdom
$256 -$7.42K -86,189 -97%
BBHC
797
Brown Brothers Harriman & Co
New York
$40 – – –
HM
798
HealthCor Management
New York
– -$50.9M -617,480 Closed
LP
799
LMR Partners
United Kingdom
– -$30.3M -367,235 Closed
CWM
800
CIBC World Markets
New York
– -$22.2M -268,984 Closed
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