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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 %
CA
351
Cetera Advisors
Colorado
$986K +$30.5K +426 +3%
WIA
352
Wealthstreet Investment Advisors
Texas
$985K
NRI
353
NFP Retirement Inc
California
$978K +$69.8K +975 +8%
AP
354
Advisor Partners
California
$972K +$2.87K +40 +0.3%
IC
355
Intersect Capital
California
$970K -$88.4K -1,234 -8%
WG
356
Welch Group
Alabama
$960K +$960K +13,400 New
CCA
357
Cadent Capital Advisors
Oklahoma
$959K +$18.3K +255 +2%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$944K -$225K -3,132 -19%
CS
359
Comerica Securities
Michigan
$943K +$56.9K +795 +6%
ECM
360
Everence Capital Management
Indiana
$941K -$5.01K -70 -0.5%
SCA
361
Snowden Capital Advisors
New York
$923K +$77.3K +1,079 +9%
Brown Advisory
362
Brown Advisory
Maryland
$918K +$207K +2,886 +29%
BC
363
Bridgefront Capital
Texas
$902K -$503K -7,020 -36%
PCM
364
Penserra Capital Management
California
$887K +$169K +2,364 +24%
CAN
365
Cetera Advisor Networks
California
$864K +$66.3K +925 +8%
MME
366
Meag Munich Ergo
Germany
$858K +$858K +11,973 New
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$856K +$27.2K +380 +3%
ISL
368
Ingalls & Snyder LLC
New York
$845K -$16.1K -225 -2%
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$838K -$128K -1,788 -13%
SPIA
370
Steward Partners Investment Advisory
New York
$836K +$203K +2,829 +32%
PA
371
Profund Advisors
Maryland
$826K +$115K +1,607 +16%
LWAC
372
Laurel Wealth Advisors (California)
California
$822K -$103K -1,439 -11%
SAM
373
Silvercrest Asset Management
New York
$818K
WT
374
Whittier Trust
California
$817K +$93.9K +1,311 +13%
OPPTF
375
OPSEU Pension Plan Trust Fund
Ontario, Canada
$808K +$33K +460 +4%