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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 %
CM
826
Capula Management
Cayman Islands
– -$239K -2,900 Closed
CC
827
Centiva Capital
New York
– -$227K -2,753 Closed
H
828
HoyleCohen
California
– -$216K -2,625 Closed
SCM
829
Stevens Capital Management
Pennsylvania
– -$214K -2,598 Closed
CG
830
Caprock Group
Idaho
– -$200K -2,424 Closed
MAM
831
Meeder Asset Management
Ohio
– -$183K -2,225 Closed
LWM
832
Liberty Wealth Management
California
– -$153K -1,854 Closed
CFA
833
Cahill Financial Advisors
Minnesota
– -$140K -1,693 Closed
CCM
834
Covington Capital Management
California
– -$124K -1,500 Closed
JCM
835
Jacobi Capital Management
Pennsylvania
– -$115K -1,395 Closed
GRP
836
Global Retirement Partners
California
– -$85K -1,033 Closed
CI
837
CX Institutional
Indiana
– -$75K -905 Closed
BMD
838
Better Money Decisions
New Mexico
– -$42K -504 Closed
TFS
839
TrustCore Financial Services
Tennessee
– -$36K -442 Closed
NICM
840
Neo Ivy Capital Management
New York
– -$18K -355 Closed
PMFA
841
Plante Moran Financial Advisors
Michigan
– -$19K -236 Closed
AL
842
ADE LLC
Maryland
– -$13K -153 Closed
PCA
843
Providence Capital Advisors
North Carolina
– -$12K -150 Closed
KIG
844
Kowal Investment Group
Wisconsin
– -$8K -100 Closed
RCA
845
Ranch Capital Advisors
Florida
– -$7K -89 Closed
RA
846
Resolute Advisors
California
– -$7K -80 Closed
BC
847
Bartlett & Co
Ohio
– -$4K -50 Closed
BCWM
848
Bartlett & Co Wealth Management
Ohio
– -$4.12K -50 Closed
EWA
849
Evolution Wealth Advisors
Florida
– -$4K -50 Closed
EBA
850
Eagle Bay Advisors
New York
– -$3K -33 Closed
31 32 33
34
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