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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 %
SVWAG
551
Sound View Wealth Advisors Group
Georgia
$203K +$203K +2,832 New
Acadian Asset Management
552
Acadian Asset Management
Massachusetts
$198K +$21.9K +306 +12%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$197K
S
554
Seeyond
France
$195K
SIAP
555
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$192K -$25.1K -350 -12%
CFA
556
Carroll Financial Associates
North Carolina
$181K +$3.43K +48 +2%
BWL
557
Bogart Wealth LLC
Virginia
$175K +$95.7K +1,336 +121%
VRM
558
Vectors Research Management
New York
$167K -$824K -11,510 -83%
CT
559
Clearstead Trust
Maine
$167K -$51.4K -715 -24%
HI
560
Hudock Inc
Pennsylvania
$167K +$570 +8 +0.3%
COCM
561
Charter Oak Capital Management
New Hampshire
$160K
PK
562
Pflug Koory
Nebraska
$159K +$69.3K +965 +77%
S
563
SignatureFD
Georgia
$139K +$12.1K +170 +10%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
Bessemer Group
565
Bessemer Group
New Jersey
$133K +$35K +488 +36%
OIA
566
Optimum Investment Advisors
Illinois
$131K
QCG
567
Quadrant Capital Group
Ohio
$128K +$3.88K +54 +3%
M
568
MOTCO
Texas
$126K -$31.1K -434 -20%
WT
569
Washington Trust
Rhode Island
$123K +$2.43K +34 +2%
BDS
570
Banco de Sabadell
Florida
$123K +$123K +1,712 New
NFG
571
Next Financial Group
Texas
$122K +$4.89K +68 +4%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$122K +$122K +1,706 New
SFS
573
Sowell Financial Services
Arkansas
$121K -$885 -12 -0.7%
AWM
574
Accel Wealth Management
Iowa
$118K -$8.68K -121 -7%
LWM
575
Liberty Wealth Management
California
$113K