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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 %
IF
451
Intrua Financial
Texas
$388K +$388K +5,070 New
CFGS
452
Concourse Financial Group Securities
Alabama
$387K -$10.2K -142 -3%
IWM
453
IHT Wealth Management
Illinois
$383K +$82.4K +1,151 +27%
CI
454
Conning Inc
Connecticut
$380K -$32.3K -450 -8%
OCM
455
Orion Capital Management
California
$379K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$374K
GRP
457
Global Retirement Partners
California
$372K +$13.1K +183 +4%
Mirae Asset Global Investments
458
Mirae Asset Global Investments
South Korea
$370K -$1.68M -23,483 -82%
LFAS
459
Level Four Advisory Services
Texas
$366K +$3.87K +54 +1%
V
460
Veritable
Delaware
$364K +$46.8K +652 +15%
FMBTD
461
First Midwest Bank Trust Division
Illinois
$360K -$172K -2,400 -32%
QSS
462
Quantitative Systematic Strategies
Florida
$359K -$127K -1,772 -26%
MFS
463
Mirabella Financial Services
United Kingdom
$356K +$356K +4,975 New
Jones Financial Companies
464
Jones Financial Companies
Missouri
$354K -$104K -1,456 -23%
WW
465
Westshore Wealth
California
$352K +$352K +4,915 New
CAM
466
Cresset Asset Management
Illinois
$350K +$350K +4,895 New
ACS
467
Archford Capital Strategies
Illinois
$349K -$75.8K -995 -18%
TBA
468
Tower Bridge Advisors
Pennsylvania
$347K -$50.1K -700 -13%
AA
469
AlphaMark Advisors
Kentucky
$344K -$18.3K -256 -5%
ASN
470
Advisory Services Network
Georgia
$342K +$41.4K +577 +14%
LC
471
LCNB Corp
Ohio
$339K
AWA
472
ARS Wealth Advisors
Florida
$337K
CCP
473
Corient Capital Partners
California
$331K +$42.9K +597 +15%
CCC
474
Crescent Capital Consulting
Louisiana
$329K
WCM
475
Weld Capital Management
New York
$325K +$101K +1,410 +45%