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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 %
TG
151
TCW Group
California
$9.91M +$1.68M +20,265 +20%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$9.8M -$1.57M -18,931 -14%
ASRS
153
Arizona State Retirement System
Arizona
$9.72M -$54.7K -658 -0.6%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$9.43M -$1.89M -22,786 -17%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$9.22M -$151K -1,819 -2%
TCOT
156
Trust Company of Toledo
Ohio
$8.87M +$10.3K +124 +0.1%
SOMRS
157
State of Michigan Retirement System
Michigan
$8.73M +$16.6K +200 +0.2%
VAM
158
Veritas Asset Management
United Kingdom
$8.68M -$2.33M -28,000 -21%
Credit Agricole
159
Credit Agricole
France
$8.55M -$494K -5,940 -5%
MCM
160
Maryland Capital Management
Maryland
$8.36M +$344K +4,141 +4%
FRAF
161
Första AP-fonden
Sweden
$8.28M +$1.12M +13,500 +16%
Osaic Holdings
162
Osaic Holdings
Arizona
$8.27M -$1.2M -14,462 -13%
MIM
163
MetLife Investment Management
New Jersey
$8.04M -$221K -2,662 -3%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$7.94M +$2.9M +34,953 +58%
CTC
165
Central Trust Company
Missouri
$7.76M -$1.25K -15 -0%
VVP
166
Venture Visionary Partners
Ohio
$7.6M +$144K +1,736 +2%
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.56M -$689K -8,290 -8%
NAM
168
Nissay Asset Management
Japan
$7.5M +$241K +2,904 +3%
Public Sector Pension Investment Board (PSP Investments)
169
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.18M +$2.15M +25,920 +43%
LM
170
Lincluden Management
Ontario, Canada
$7.15M – – –
GIBU
171
Gulf International Bank (UK)
United Kingdom
$7.03M -$14.5K -175 -0.2%
PDN
172
Pensionfund DSM Netherlands
Netherlands
$6.88M -$166K -2,000 -2%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$6.82M -$4.04M -48,667 -37%
ECM
174
EII Capital Management
New York
$6.66M -$284K -3,416 -4%
URS
175
Utah Retirement Systems
Utah
$6.62M -$49.9K -600 -0.7%
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