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Welltower

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
576
Clearstead Advisors
Ohio
$82K +$25.9K +401 +46%
PK
577
Pflug Koory
Nebraska
$81K
NIM
578
NuWave Investment Management
New Jersey
$81K +$73.5K +1,132 +984%
FHA
579
First Horizon Advisors
Tennessee
$80K +$25.3K +394 +46%
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$80K +$80K +1,233 New
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$79K
AWG
582
Altus Wealth Group
Colorado
$79K +$79K +1,226 New
PA
583
Parallel Advisors
California
$74K -$13.6K -210 -16%
BWL
584
Bogart Wealth LLC
Virginia
$71K +$28.6K +446 +68%
CAAS
585
Capital Asset Advisory Services
Michigan
$70K +$70K +1,081 New
PWM
586
Perigon Wealth Management
California
$69K +$69K +1,069 New
FBT
587
First Bank & Trust
South Dakota
$67K -$17K -262 -20%
BFC
588
Bedel Financial Consulting
Indiana
$67K
CWC
589
Carolinas Wealth Consulting
North Carolina
$67K +$6.96K +107 +12%
JCM
590
Jacobi Capital Management
Pennsylvania
$67K +$7.76K +120 +13%
PFGIA
591
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$35.5K +547 +113%
CFN
592
Cordasco Financial Network
Florida
$66K
FCH
593
Freestone Capital Holdings
Washington
$65.8K +$8.14K +126 +14%
MCA
594
Mercer Capital Advisers
New Jersey
$65K
CBT
595
CoreFirst Bank & Trust
Kansas
$65K +$65K +1,000 New
SBL
596
Sargent Bickham Lagudis
Colorado
$65K +$65K +1,000 New
WIM
597
Westside Investment Management
California
$64.6K +$64.6K +1,200 New
GEA
598
Glen Eagle Advisors
New Jersey
$61.4K -$16.3K -252 -21%
CFO
599
CVA Family Office
Colorado
$61K -$2.19K -34 -3%
CAL
600
Capital Analysts LLC
Pennsylvania
$59K -$6.89K -106 -10%