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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 %
SDIC
301
South Dakota Investment Council
South Dakota
$1.49M
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$1.49M -$113K -1,578 -7%
IAA
303
Independent Advisor Alliance
North Carolina
$1.48M -$27.3K -381 -2%
Wealthfront Advisers
304
Wealthfront Advisers
California
$1.45M +$394K +5,502 +37%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$1.44M -$667K -9,315 -32%
HIM
306
Hotaling Investment Management
Pennsylvania
$1.41M +$672K +9,374 +91%
CB
307
Commerce Bank
Missouri
$1.41M -$80.1K -1,119 -5%
MML Investors Services
308
MML Investors Services
Massachusetts
$1.41M +$22.8K +318 +2%
OFG
309
Oxford Financial Group
Indiana
$1.4M -$5.8K -81 -0.4%
HighTower Advisors
310
HighTower Advisors
Illinois
$1.39M +$1.39M +19,465 New
BF
311
BOK Financial
Oklahoma
$1.39M +$1.79K +25 +0.1%
SRAM
312
Spouting Rock Asset Management
Pennsylvania
$1.39M +$226K +3,162 +19%
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M +$1.38M +19,231 New
AWM
314
Aevitas Wealth Management
Massachusetts
$1.37M +$3.51K +49 +0.3%
EVM
315
Eaton Vance Management
Massachusetts
$1.37M +$367K +5,127 +37%
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$1.36M -$285K -3,981 -17%
FWIA
317
Fort Washington Investment Advisors
Ohio
$1.34M +$28.7K +400 +2%
SLI
318
Sumitomo Life Insurance
Japan
$1.31M -$53.8K -751 -4%
FC
319
Forte Capital
New York
$1.3M -$35.4K -494 -3%
RFN
320
RDA Financial Network
Iowa
$1.29M -$36.8K -514 -3%
X
321
Xponance
Pennsylvania
$1.29M -$11.4K -159 -0.9%
CIA
322
Cascade Investment Advisors
Oregon
$1.28M +$16K +223 +1%
DADC
323
D.A. Davidson & Co
Montana
$1.26M +$51.7K +722 +4%
NAM
324
NTV Asset Management
West Virginia
$1.25M -$41.5K -580 -3%
MYAM
325
Meiji Yasuda Asset Management
Japan
$1.25M +$57.3K +800 +5%