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Welltower
WELL

Overview Fund Activity

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.28B
2
Cohen & Steers
Cohen & Steers
New York
$2.29B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$530M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$976M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$480M
2
PI
PGGM Investments
Netherlands
$397M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M
4
Macquarie Group
Macquarie Group
Australia
$29.3M
5
CIM
Centersquare Investment Management
Pennsylvania
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$4.72M +$2.23M +27,016 +89%
PAM
202
Private Asset Management
California
$4.64M -$149K -1,810 -3%
SP
203
Sarasin & Partners
United Kingdom
$4.64M +$148K +1,794 +3%
PAG
204
Private Advisor Group
New Jersey
$4.63M +$2.11M +25,618 +84%
II
205
IFM Investors
Australia
$4.55M +$24.6K +299 +0.5%
GCM
206
Garland Capital Management
Washington
$4.47M -$16.5K -200 -0.4%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.36M +$53K +643 +1%
AIM
208
Achmea Investment Management
Netherlands
$4.31M +$70.4K +854 +2%
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$4.3M -$320K -3,879 -7%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$4.14M +$673K +8,166 +19%
Squarepoint
211
Squarepoint
New York
$4.13M +$3.63M +44,055 +728%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$4.1M -$5.62M -68,215 -58%
IG
213
ING Group
Netherlands
$4.09M -$681K -8,263 -14%
BMSSC
214
B. Metzler seel. Sohn & Co
Germany
$4.05M +$49.1K +596 +1%
WCM
215
Windward Capital Management
California
$4.04M +$16.8K +204 +0.4%
HEIP
216
Hudson Edge Investment Partners
New Jersey
$3.98M -$541K -6,563 -12%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$3.86M -$371K -4,502 -9%
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$3.82M +$579K +7,026 +18%
Mackenzie Financial
219
Mackenzie Financial
Ontario, Canada
$3.81M +$1.3M +15,817 +52%
Wolverine Trading
220
Wolverine Trading
Illinois
$3.79M +$2.86M +34,154 +307%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$3.79M -$150K -1,816 -4%
CSS
222
Cubist Systematic Strategies
Connecticut
$3.77M +$3.77M +45,705 New
GIA
223
Gateway Investment Advisers
Ohio
$3.76M -$5.52K -67 -0.1%
AAF
224
Andra AP-fonden
Sweden
$3.75M -$239K -2,900 -6%
AAM
225
Advisors Asset Management
Colorado
$3.73M -$307K -3,730 -8%
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