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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 %
BUB
501
BBVA USA Bancshares
Texas
$276K +$44.2K +619 +19%
9WM
502
9258 Wealth Management
Ohio
$274K
UH
503
Unigestion Holding
Switzerland
$272K -$72.9K -1,018 -21%
PAS
504
Park Avenue Securities
New York
$271K +$4.09K +57 +2%
VFA
505
Valeo Financial Advisors
Indiana
$270K +$2.43K +34 +0.9%
BHA
506
Beech Hill Advisors
New York
$269K
SEP
507
Southland Equity Partners
Missouri
$268K -$215 -3 -0.1%
CNC
508
Canandaigua National Corp
New York
$268K -$31.7K -443 -11%
RFC
509
Regions Financial Corp
Alabama
$268K -$2.52K -35 -0.9%
HI
510
Harbour Investments
Wisconsin
$266K +$266K +3,716 New
RSWM
511
Robertson Stephens Wealth Management
California
$265K +$5.22K +73 +2%
WPP
512
Whalerock Point Partners
Rhode Island
$264K
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$263K +$263K +3,672 New
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$255K +$255K +3,555 New
KWM
515
Kingsview Wealth Management
Oregon
$254K -$13.6K -186 -5%
AssetMark Inc
516
AssetMark Inc
California
$252K +$4.01K +56 +2%
JSL
517
JT Stratford LLC
Georgia
$251K -$62.9K -878 -20%
RHBC
518
R.H. Bluestein & Co
Michigan
$251K
MFW
519
Mosaic Family Wealth
Missouri
$251K
IAN
520
Integrated Advisors Network
Texas
$251K +$251K +3,499 New
PCP
521
Proficio Capital Partners
Massachusetts
$251K +$251K +3,507 New
AWA
522
Arkadios Wealth Advisors
Georgia
$250K +$30.6K +428 +14%
APA
523
American Portfolios Advisors
New York
$248K -$22.9K -320 -8%
CGL
524
Clarius Group LLC
Washington
$241K -$359 -5 -0.1%
FNBT
525
FineMark National Bank & Trust
Florida
$240K +$11.9K +166 +5%