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Welltower

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Nordea Investment Management
226
Nordea Investment Management
Sweden
$3.67M +$103K +1,424 +3%
SAM
227
Sompo Asset Management
Japan
$3.67M -$1.11M -15,460 -23%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$3.51M -$46.9K -655 -1%
VI
229
Vestcor Inc
New Brunswick, Canada
$3.5M -$1.57M -21,935 -31%
DZ Bank
230
DZ Bank
Germany
$3.49M +$3.24M +45,173 +1,291%
WCM
231
Windward Capital Management
California
$3.48M -$12.9K -180 -0.4%
II
232
IFM Investors
Australia
$3.35M +$441K +6,151 +15%
WAM
233
Weiss Asset Management
Massachusetts
$3.31M +$3.31M +46,209 New
GIA
234
Gateway Investment Advisers
Ohio
$3.28M -$1.5K -21 -0%
AA
235
Ancora Advisors
Ohio
$3.05M +$20.1K +280 +0.7%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$3.02M +$12.2K +170 +0.4%
RIM
237
Redpoint Investment Management
Australia
$3M +$111K +1,544 +4%
NB
238
Norinchukin Bank
Japan
$2.98M +$11.4K +159 +0.4%
BFS
239
Bard Financial Services
Connecticut
$2.95M -$35.8K -500 -1%
US Bancorp
240
US Bancorp
Minnesota
$2.9M +$96.1K +1,342 +3%
CWM
241
CIBC World Markets
New York
$2.85M -$21.1M -294,277 -88%
NIPH
242
NN Investment Partners Holdings
Netherlands
$2.82M +$1.4M +19,568 +99%
CS
243
Candriam SCA
Luxembourg
$2.77M
CSS
244
Cubist Systematic Strategies
Connecticut
$2.68M +$1.87M +26,147 +232%
ST
245
Spinnaker Trust
Maine
$2.59M +$23.5K +328 +0.9%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$2.58M -$27.1K -378 -1%
RRWA
247
Rainey & Randall Wealth Advisors
Florida
$2.54M +$2.01K +28 +0.1%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$29.9K +417 +1%
JPMPWA
249
J.P. Morgan Private Wealth Advisors
California
$2.53M -$185K -2,586 -7%
BCM
250
Buckhead Capital Management
Georgia
$2.53M -$16.4K -229 -0.6%