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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
+$800M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
4
Macquarie Group
Macquarie Group
Australia
+$136M
5
ZP
Zimmer Partners
New York
+$136M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$93.8M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$75.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$64.4M
5
CCM
Camber Capital Management
Massachusetts
-$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWC
176
Hill Winds Capital
New York
$6.48M +$6.48M +78,000 New
MOACM
177
Mutual of America Capital Management
New York
$6.48M +$52.8K +635 +0.8%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$6.43M -$1.41M -16,984 -18%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$6.41M +$719K +8,648 +13%
CAM
180
Carret Asset Management
New York
$6.32M +$472K +5,679 +8%
BRWM
181
B. Riley Wealth Management
Tennessee
$6.28M -$168K -2,017 -3%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$6.26M -$15.7K -189 -0.3%
DCM
183
Dupont Capital Management
Delaware
$6.25M +$1.63M +19,603 +35%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$6.18M +$12.6K +152 +0.2%
First Trust Advisors
185
First Trust Advisors
Illinois
$6.01M +$671K +8,078 +13%
MNG
186
Manning & Napier Group
New York
$5.87M +$883K +10,628 +18%
Millennium Management
187
Millennium Management
New York
$5.8M -$17.2M -206,838 -75%
TPSF
188
Texas Permanent School Fund
Texas
$5.76M -$27.8K -334 -0.5%
APG Asset Management
189
APG Asset Management
Netherlands
$5.65M +$1.05M +15,000 +23%
DnB Asset Management
190
DnB Asset Management
Norway
$5.58M +$472K +5,682 +9%
MSL
191
Mackay Shields LLC
New York
$5.46M -$2.75M -33,127 -34%
ACM
192
Azimuth Capital Management
Michigan
$5.44M +$382K +4,595 +8%
KFP
193
KMG Fiduciary Partners
Ohio
$5.35M +$26.9K +324 +0.5%
CS
194
Candriam SCA
Luxembourg
$5.34M +$1.64M +19,700 +44%
AMG
195
Advisors Management Group
Wisconsin
$5.32M -$7.48K -90 -0.1%
ACP
196
Ashfield Capital Partners
California
$5.22M +$247K +2,972 +5%
SMDAM
197
Sumitomo Mitsui DS Asset Management
Japan
$5.06M +$366K +4,409 +8%
PAM
198
Private Asset Management
California
$4.83M -$113K -1,359 -2%
IG
199
ING Group
Netherlands
$4.81M +$1.91M +22,963 +66%
WLPWM
200
Walled Lake Planning & Wealth Management
Illinois
$4.66M -$4.4K -53 -0.1%
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