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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 %
SAG
426
Spotlight Asset Group
Illinois
$487K
PRC
427
Pearl River Capital
Michigan
$485K -$669K -9,339 -58%
WANY
428
Wealthspire Advisors (New York)
New York
$484K +$69.2K +967 +17%
VWA
429
Visionary Wealth Advisors
Illinois
$480K -$55.1K -770 -10%
IA
430
IndexIQ Advisors
New York
$478K +$60.2K +841 +14%
LNC
431
Lincoln National Corp
Pennsylvania
$476K +$5.17K +72 +1%
VWA
432
V Wealth Advisors
Kansas
$476K +$476K +6,651 New
TYCC
433
Texas Yale Capital Corp
Florida
$465K +$358 +5 +0.1%
MGWM
434
Marks Group Wealth Management
Minnesota
$460K +$17K +237 +4%
OWP
435
Obermeyer Wealth Partners
Colorado
$451K +$451K +6,302 New
VFA
436
Values First Advisors
Tennessee
$450K +$7.6K +106 +2%
Lido Advisors
437
Lido Advisors
California
$450K +$12.5K +175 +3%
LS
438
Livforsakringsbolaget Skandia
Sweden
$447K
EPWM
439
Essex Private Wealth Management
Massachusetts
$446K -$23.7K -330 -5%
WA
440
Wambolt & Associates
Colorado
$445K +$16K +218 +4%
MMG
441
Monetary Management Group
Missouri
$442K +$8.95K +125 +2%
PWW
442
Pettyjohn Wood & White
Virginia
$440K -$55.6K -775 -11%
NA
443
NewEdge Advisors
Louisiana
$436K +$123K +1,714 +39%
AWM
444
AE Wealth Management
Kansas
$435K -$34.4K -480 -7%
ARMC
445
American Research & Management Company
Massachusetts
$430K -$23.7K -330 -5%
MW
446
Marcum Wealth
Ohio
$425K +$178K +2,483 +72%
WTC
447
WhitTier Trust Company
Nevada
$423K -$6.46K -90 -2%
AIP
448
Ameritas Investment Partners
Nebraska
$414K -$21.2K -296 -5%
IA
449
IFP Advisors
Florida
$408K +$92.7K +1,307 +29%
HAIM
450
Hunter Associates Investment Management
Pennsylvania
$394K -$165K -2,303 -29%