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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 %
GT
526
Glenmede Trust
Pennsylvania
$239K +$6.71K +94 +3%
IAIM
527
International Assets Investment Management
Florida
$239K +$89.4K +1,333 +60%
H
528
HoyleCohen
California
$236K
JF
529
Jump Financial
Illinois
$233K +$233K +3,250 New
SWA
530
SFMG Wealth Advisors
Texas
$230K +$230K +3,209 New
MSAM
531
Moloney Securities Asset Management
Missouri
$227K -$62.8K -876 -22%
Federated Hermes
532
Federated Hermes
Pennsylvania
$226K -$45.8K -639 -17%
EI
533
Ellevest Inc
New York
$223K +$43.8K +613 +24%
CG
534
Cutler Group
California
$223K +$223K +3,120 New
TW
535
TrinityPoint Wealth
Connecticut
$223K +$223K +3,120 New
MC
536
Moors & Cabot
Massachusetts
$222K -$14.3K -200 -6%
MAM
537
Meeder Asset Management
Ohio
$222K +$115K +1,614 +108%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$221K +$221K +3,083 New
GVAG
539
Great Valley Advisor Group
Delaware
$220K -$16K -224 -7%
PI
540
PEAK6 Investments
Illinois
$220K +$220K +3,070 New
SW
541
SVB Wealth
Massachusetts
$219K +$219K +3,058 New
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$218K -$26.2K -365 -11%
FP
543
Financial Perspectives
Minnesota
$216K +$213K +15,256 +7,063%
DAC
544
Dividend Assets Capital
South Carolina
$215K
SCM
545
Shelton Capital Management
Colorado
$214K +$214K +2,992 New
SG
546
Stonnington Group
California
$213K +$213K +3,000 New
SC
547
Scotia Capital
Ontario, Canada
$212K -$214K -2,995 -50%
BRWA
548
B. Riley Wealth Advisors
Florida
$209K +$209K +2,907 New
SWM
549
SeaCrest Wealth Management
New York
$207K +$207K +2,893 New
SS
550
Simplicity Solutions
Minnesota
$204K +$204K +2,850 New