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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 %
CFB
476
Cullen/Frost Bankers
Texas
$324K -$10.3K -144 -3%
KFS
477
Kurt F. Somerville
$322K +$16.1K +225 +5%
ABC
478
Associated Banc-Corp
Wisconsin
$321K -$88.5K -1,932 -22%
PFS
479
Prospera Financial Services
Texas
$316K +$33K +460 +12%
CCA
480
Checchi Capital Advisers
California
$313K +$20.4K +285 +7%
PCS
481
Personal CFO Solutions
New Jersey
$310K -$17.9K -251 -5%
GLA
482
Good Life Advisors
Pennsylvania
$308K -$7.86K -109 -2%
BG
483
Bollard Group
Massachusetts
$306K
FF
484
FourThought Financial
Florida
$304K +$6.22K +87 +2%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$301K -$16.9K -235 -5%
SBF
486
Sara-Bay Financial
Florida
$301K +$21.3K +297 +8%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$299K +$11K +153 +4%
Wolverine Trading
488
Wolverine Trading
Illinois
$299K +$299K +4,098 New
DCM
489
Donaldson Capital Management
Indiana
$297K -$8.3K -116 -3%
CHA
490
Carmichael Hill & Associates
Maryland
$296K +$430 +6 +0.1%
WDA
491
Wendell David Associates
New Hampshire
$290K -$714K -9,975 -71%
CCB
492
Cutter & Co Brokerage
Missouri
$288K +$36.5K +509 +15%
SWP
493
Stratos Wealth Partners
Ohio
$286K -$502 -7 -0.2%
Nomura Holdings
494
Nomura Holdings
Japan
$285K -$957K -13,368 -77%
TMAM
495
Tokio Marine Asset Management
Japan
$285K -$5.73K -80 -2%
DP
496
Dearborn Partners
Illinois
$285K -$1.79K -25 -0.6%
GT
497
Greenleaf Trust
Michigan
$284K +$24.2K +338 +9%
KA
498
Kintegral Advisory
New York
$283K
ANRIA
499
American National Registered Investment Advisor
Texas
$283K
NL
500
NWAM LLC
Washington
$278K