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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
Cohen & Steers
New York
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$247M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
4
Macquarie Group
Macquarie Group
Australia
$182M
5
ZP
Zimmer Partners
New York
$227M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$142M
2
LIMS
Lasalle Investment Management Securities
Maryland
$66.6M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$392M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M
5
CCM
Camber Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$16.6M -$745K -8,961 -4%
SCM
127
Sandler Capital Management
New York
$16.5M +$16.5M +198,840 New
Citadel Advisors
128
Citadel Advisors
Florida
$16.2M +$13.4M +161,825 +497%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$16M -$13K -157 -0.1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$16M +$377K +4,531 +2%
CWM
131
CIBC World Markets
New York
$15.8M +$12.5M +150,094 +377%
Stifel Financial
132
Stifel Financial
Missouri
$15.1M -$86.7K -1,043 -0.6%
AQR Capital Management
133
AQR Capital Management
Connecticut
$15.1M +$314K +3,782 +2%
Aviva
134
Aviva
United Kingdom
$14.7M -$1.81M -21,724 -11%
TAF
135
Tredje AP-fonden
Sweden
$14.1M – – –
Korea Investment Corp
136
Korea Investment Corp
South Korea
$14M -$2.78M -33,500 -17%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$13.5M +$1.12M +13,429 +9%
KeyBank National Association
138
KeyBank National Association
Ohio
$12.9M -$674K -8,105 -5%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$12.7M – – –
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$12.6M -$682K -8,210 -5%
CC
141
Cannell & Co
New York
$12M -$288K -3,468 -2%
VanEck Associates
142
VanEck Associates
New York
$11.7M +$5.25M +63,119 +81%
ProShare Advisors
143
ProShare Advisors
Maryland
$11.3M +$452K +5,435 +4%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$11.2M +$2.42M +29,150 +28%
Comerica Bank
145
Comerica Bank
Texas
$11.1M +$509K +6,056 +5%
Truist Financial
146
Truist Financial
North Carolina
$11.1M -$9.64K -116 -0.1%
Calamos Advisors
147
Calamos Advisors
Illinois
$10.5M +$2.4M +28,862 +30%
LPL Financial
148
LPL Financial
California
$9.97M +$250K +3,003 +3%
FAF
149
Fjarde Ap-fonden
Sweden
$9.95M -$1.62M -19,500 -14%
AB
150
Amalgamated Bank
New York
$9.94M +$8.04M +96,795 +424%
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