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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 %
CBTWT
401
Community Bank & Trust (Waco, Texas)
Texas
$650K -$109K -1,515 -14%
EWA
402
EP Wealth Advisors
California
$622K +$3.3K +46 +0.5%
PCAP
403
Pratt Collard Advisory Partners
New York
$619K
CIC
404
Carnegie Investment Counsel
Ohio
$619K
SAS
405
Stelac Advisory Services
New York
$615K +$15.5K +217 +3%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$614K -$298K -4,160 -33%
OIA
407
OneDigital Investment Advisors
Kansas
$613K -$2.15K -30 -0.3%
MAS
408
Madden Advisory Services
Florida
$595K -$8.6K -120 -1%
HNB
409
Huntington National Bank
Ohio
$589K -$34.9K -487 -6%
SBIA
410
Sheaff Brock Investment Advisors
Indiana
$575K
TPCW
411
TD Private Client Wealth
New York
$563K -$196K -2,736 -26%
BCI
412
Brinker Capital Investments
Pennsylvania
$551K +$551K +7,692 New
AA
413
Argent Advisors
Louisiana
$549K -$22.5K -314 -4%
VPIM
414
Vanguard Personalized Indexing Management
California
$548K +$239K +3,340 +78%
SWM
415
Spire Wealth Management
Virginia
$548K +$548K +7,630 New
HAG
416
HighPoint Advisor Group
Illinois
$547K +$8.26K +110 +2%
SFG
417
Summit Financial Group
West Virginia
$546K
SAM
418
Shell Asset Management
Netherlands
$536K -$49.1K -685 -8%
Lazard Asset Management
419
Lazard Asset Management
New York
$534K -$4.01K -56 -0.7%
FCI
420
Financial Counselors Inc
Kansas
$519K -$32.9K -459 -6%
IA
421
IFG Advisory
Georgia
$512K +$5.58K +78 +1%
AIA
422
Armor Investment Advisors
North Carolina
$501K -$3.58K -50 -0.7%
FTDI
423
First Trust Direct Indexing
Massachusetts
$495K +$69.2K +965 +16%
Verition Fund Management
424
Verition Fund Management
Connecticut
$491K +$491K +6,850 New
IEFM
425
IQ EQ Fund Management
Ireland
$490K +$82.7K +1,155 +20%