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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 %
AIMCA
801
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$16.5M -200,000 Closed
ECM
802
EII Capital Management
New York
– -$6.21M -75,300 Closed
AIM
803
Achmea Investment Management
Netherlands
– -$4.31M -52,351 Closed
WLPWM
804
Walled Lake Planning & Wealth Management
Illinois
– -$4.3M -52,216 Closed
HEIP
805
Hudson Edge Investment Partners
New Jersey
– -$3.98M -48,274 Closed
CSS
806
Cubist Systematic Strategies
Connecticut
– -$3.77M -45,705 Closed
IMRF
807
Illinois Municipal Retirement Fund
Illinois
– -$3.37M -40,911 Closed
PHK
808
Point72 Hong Kong
Hong Kong
– -$2.08M -25,200 Closed
ESCM
809
Echo Street Capital Management
New York
– -$2.02M -24,524 Closed
KAS
810
Kestra Advisory Services
Texas
– -$1.86M -22,536 Closed
Parallax Volatility Advisers
811
Parallax Volatility Advisers
California
– -$1.22M -14,769 Closed
SRAM
812
Spouting Rock Asset Management
Pennsylvania
– -$1.2M -14,567 Closed
BAMCO Inc
813
BAMCO Inc
New York
– -$994K -12,064 Closed
SICM
814
Sustainable Insight Capital Management
New York
– -$898K -10,899 Closed
Nomura Holdings
815
Nomura Holdings
Japan
– -$889K -10,616 Closed
Qube Research & Technologies (QRT)
816
Qube Research & Technologies (QRT)
United Kingdom
– -$700K -8,493 Closed
ED
817
Exane Derivatives
France
– -$587K -7,127 Closed
GCP
818
GSA Capital Partners
United Kingdom
– -$482K -5,846 Closed
FRM
819
Fox Run Management
Connecticut
– -$471K -5,714 Closed
JF
820
Jump Financial
Illinois
– -$412K -5,000 Closed
O
821
Ossiam
France
– -$319K -3,867 Closed
SAS
822
Stelac Advisory Services
New York
– -$309K -3,747 Closed
RSWM
823
Robertson Stephens Wealth Management
California
– -$281K -3,413 Closed
DS
824
DRW Securities
Illinois
– -$270K -3,281 Closed
Walleye Trading
825
Walleye Trading
New York
– -$242K -2,939 Closed
31 32
33
34 35