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Welltower

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
651
Lindbrook Capital
California
$46K +$3.6K +44 +8%
TFO
652
Tarbox Family Office
California
$46K +$3.93K +48 +9%
BMD
653
Better Money Decisions
New Mexico
$42K +$167 +2 +0.4%
VNA
654
Valley National Advisers
Pennsylvania
$41K
NSIM
655
North Star Investment Management
Illinois
$41K
HIA
656
Harbor Investment Advisory
Maryland
$41K
HCM
657
Highlander Capital Management
New Jersey
$41K
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$34.1K +4,110 +698%
PB
659
Pinnacle Bancorp
Nebraska
$37K
ACA
660
Atlas Capital Advisors
Wyoming
$36.2K
TFS
661
TrustCore Financial Services
Tennessee
$36K
SWM
662
Selective Wealth Management
Virginia
$36K +$24.5K +300 +214%
MHR
663
Matthew Hamilton Rosenberg
$33K +$11.8K +144 +56%
EIP
664
Ellis Investment Partners
Pennsylvania
$32K +$244 +3 +0.8%
SWA
665
Sutton Wealth Advisors
Florida
$31.1K +$165 +2 +0.5%
FBT
666
First Bank & Trust
South Dakota
$29K -$7.27K -88 -20%
ADL
667
Asset Dedication LLC
California
$29K
SCM
668
Silvant Capital Management
Georgia
$29K
AAP
669
Arax Advisory Partners
Colorado
$29K +$250 +3 +0.9%
PSB
670
Piscataqua Savings Bank
New Hampshire
$28K
TCM
671
Tradewinds Capital Management
Washington
$28K +$83 +1 +0.3%
TFIPS
672
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K
HWA
673
Heritage Wealth Advisors
Virginia
$27.2K
CWC
674
Carolinas Wealth Consulting
North Carolina
$27K +$243 +3 +0.9%
MA
675
MUFG Americas
New York
$27K +$27K +324 New