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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 %
CBT
601
CoreFirst Bank & Trust
Kansas
$72K
WIM
602
Westside Investment Management
California
$71.6K
BCA
603
Berman Capital Advisors
Georgia
$71K +$25.6K +358 +56%
FBT
604
First Bank & Trust
South Dakota
$70K -$4.18K -58 -6%
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$6.79K -95 -9%
PO
606
Private Ocean
California
$65K +$65K +910 New
ST
607
Smithfield Trust
Pennsylvania
$64K
HWA
608
HHM Wealth Advisors
Tennessee
$64K
FPS
609
Fieldpoint Private Securities
Connecticut
$62K
NIM
610
NuWave Investment Management
New Jersey
$61K -$28.5K -397 -32%
TC
611
Trust Company
Kansas
$61K
TH
612
TCTC Holdings
Texas
$61K
MA
613
Montag & Associates
Georgia
$60K
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$58K
WB
615
Webster Bank
Connecticut
$58K
ADIM
616
Alpha DNA Investment Management
Maryland
$57K
AF
617
Advisornet Financial
Minnesota
$57K +$358 +5 +0.6%
BAM
618
Barrett Asset Management
New York
$54K
ZB
619
Zions Bancorporation
Utah
$50K -$2.45K -34 -5%
CFD
620
Creative Financial Designs
Indiana
$50K
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$49K -$10.1K -141 -17%
IWP
622
IAG Wealth Partners
Wisconsin
$49K +$49K +673 New
SIS
623
Sound Income Strategies
Florida
$48.4K -$2.51K -35 -5%
GLLW
624
Graves Light Lenhart Wealth
Virginia
$47K
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$8.84K +125 +23%