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Welltower

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
451
Bessemer Group
New Jersey
$415K +$265K +3,217 +178%
PWW
452
Pettyjohn Wood & White
Virginia
$414K -$19.4K -235 -4%
TU
453
TDAM USA
Ontario, Canada
$412K -$33.9K -411 -8%
JF
454
Jump Financial
Illinois
$412K +$412K +5,000 New
MW
455
Marcum Wealth
Ohio
$411K -$9.07K -110 -2%
TBA
456
Tower Bridge Advisors
Pennsylvania
$400K
IC
457
IEQ Capital
California
$391K +$187K +2,267 +92%
GT
458
Greenleaf Trust
Michigan
$385K +$23.3K +283 +6%
AWAG
459
ARS Wealth Advisors Group
Florida
$384K +$384K +4,658 New
CAM
460
CenterStar Asset Management
Illinois
$383K -$114K
EWA
461
EP Wealth Advisors
California
$382K -$147K -1,781 -28%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$379K +$17.2K +209 +5%
CCC
463
Crescent Capital Consulting
Louisiana
$378K
IAN
464
Integrated Advisors Network
Texas
$378K +$42.7K +518 +13%
LC
465
LCNB Corp
Ohio
$376K -$14.4K -175 -4%
PFS
466
Prospera Financial Services
Texas
$372K +$2.14K +26 +0.6%
NA
467
NewEdge Advisors
Louisiana
$371K -$234K -2,846 -39%
PCS
468
Personal CFO Solutions
New Jersey
$371K +$6.85K +83 +2%
OWP
469
Obermeyer Wealth Partners
Colorado
$370K
SWP
470
Stratos Wealth Partners
Ohio
$370K +$71K +861 +24%
CCA
471
Checchi Capital Advisers
California
$369K +$9.3K +113 +3%
IWM
472
IHT Wealth Management
Illinois
$366K -$24.3K -295 -6%
TMAM
473
Tokio Marine Asset Management
Japan
$366K +$64.1K +778 +21%
AA
474
AlphaMark Advisors
Kentucky
$363K -$33K -400 -8%
DCM
475
Donaldson Capital Management
Indiana
$363K -$3.46K -42 -0.9%