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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 %
QI
276
QS Investors
New York
$1.9M +$35.8K +500 +2%
CA
277
Callahan Advisors
Texas
$1.9M +$934K +13,038 +97%
BB
278
Busey Bank
Illinois
$1.9M -$101K -1,416 -5%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$1.89M
EDRH
280
Edmond de Rothschild Holding
Switzerland
$1.89M +$254K +3,547 +16%
KRS
281
Kentucky Retirement Systems
Kentucky
$1.88M +$64.2K +896 +4%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$1.87M -$421K -5,879 -18%
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$1.86M
WB
284
WesBanco Bank
West Virginia
$1.85M +$1.85M +25,882 New
CC
285
Cipher Capital
New York
$1.84M +$1.84M +25,729 New
EP
286
Edgestream Partners
New Jersey
$1.79M +$794K +11,077 +79%
VF
287
Virtu Financial
New York
$1.78M +$1.78M +24,885 New
BFO
288
Boston Family Office
Massachusetts
$1.74M +$133K +1,863 +8%
QIM
289
Quantitative Investment Management
Virginia
$1.73M +$481K +6,713 +38%
PMG
290
ProVise Management Group
Florida
$1.66M -$7.16K -100 -0.4%
PA
291
PFG Advisors
Arizona
$1.66M +$1.66M +23,119 New
Pacer Advisors
292
Pacer Advisors
Pennsylvania
$1.64M -$164K -2,289 -9%
AB
293
Amalgamated Bank
New York
$1.64M -$60.1K -839 -4%
MIAN
294
Mariner Independent Advisor Network
Kansas
$1.63M -$10.5K -147 -0.6%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$1.61M +$75K +1,048 +5%
EIA
296
Edgemoor Investment Advisors
Maryland
$1.57M -$28.9K -403 -2%
RJT
297
Raymond James Trust
Florida
$1.51M -$188K -2,622 -11%
SPFA
298
Summit Place Financial Advisors
New Jersey
$1.51M -$12.5K -175 -0.8%
SFA
299
Semmax Financial Advisors
North Carolina
$1.51M +$14.3K +200 +1%
CGH
300
Crossmark Global Holdings
Texas
$1.49M -$54.4K -760 -4%