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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 %
II
201
IFM Investors
Australia
$4.56M +$681K +8,200 +18%
HEIP
202
Hudson Edge Investment Partners
New Jersey
$4.56M -$582K -7,006 -11%
SP
203
Sarasin & Partners
United Kingdom
$4.53M -$169K -2,038 -4%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$4.52M -$2.72M -32,712 -38%
GCM
205
Garland Capital Management
Washington
$4.52M -$37.4K -450 -0.8%
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$4.46M -$1.25M -15,020 -22%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.35M +$9.14K +110 +0.2%
SAM
208
Sompo Asset Management
Japan
$4.32M +$63.2K +760 +1%
AIM
209
Achmea Investment Management
Netherlands
$4.28M -$1.08M -13,009 -20%
HIMCH
210
Hartford Investment Management Co (HIMCO)
Connecticut
$4.27M -$133K -1,596 -3%
AAM
211
Advisors Asset Management
Colorado
$4.07M -$547K -6,583 -12%
WCM
212
Windward Capital Management
California
$4.06M +$27.9K +336 +0.7%
BMSSC
213
B. Metzler seel. Sohn & Co
Germany
$4.03M +$1.78M +21,456 +79%
AAF
214
Andra AP-fonden
Sweden
$4.02M -$3.02M -36,300 -43%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$3.98M -$96.9K -1,166 -2%
VI
216
Vestcor Inc
New Brunswick, Canada
$3.87M -$196K -2,357 -5%
GIA
217
Gateway Investment Advisers
Ohio
$3.8M -$7.98K -96 -0.2%
Rafferty Asset Management
218
Rafferty Asset Management
New York
$3.79M +$1.18M +14,231 +45%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$3.58M +$68.5K +824 +2%
RIM
220
Redpoint Investment Management
Australia
$3.57M +$89.3K +1,074 +3%
NIPH
221
NN Investment Partners Holdings
Netherlands
$3.55M +$274K +3,298 +8%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$3.5M +$3.07M +36,889 +714%
NB
223
Norinchukin Bank
Japan
$3.49M +$26.2K +315 +0.8%
US Bancorp
224
US Bancorp
Minnesota
$3.44M +$74.1K +892 +2%
BFS
225
Bard Financial Services
Connecticut
$3.38M -$45.7K -550 -1%
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