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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 %
BWA
676
BDO Wealth Advisors
Florida
$11K
IFAM
677
Institutional & Family Asset Management
Colorado
$11K +$1.59K +25 +17%
SN
678
Sittner & Nelson
Oregon
$11K +$11K +171 New
TAM
679
Tucker Asset Management
Colorado
$10.7K +$10.7K +166 New
CA
680
Crewe Advisors
Utah
$10K +$8.53K +133 +578%
HFA
681
Hoover Financial Advisors
Pennsylvania
$10K +$10K +160 New
TPWA
682
TRUE Private Wealth Advisors
Oregon
$9K
BAM
683
Bellevue Asset Management
Washington
$9K +$60 +1 +0.7%
AWM
684
Avior Wealth Management
Nebraska
$9K +$3.33K +54 +59%
WWM
685
Wolff Wiese Magana
California
$9K +$9K +138 New
RPWA
686
Regent Peak Wealth Advisors
Georgia
$9K +$9K +146 New
AIG
687
American International Group
New York
$8.68K -$312 -4,825 -3%
MRCM
688
M&R Capital Management
New Jersey
$8K
NFSG
689
Newbridge Financial Services Group
Florida
$8K
IAS
690
IMA Advisory Services
Colorado
$7K
PFA
691
Professional Financial Advisors
Nebraska
$7K
TFO
692
Tarbox Family Office
California
$7K +$3.56K +58 +104%
WPA
693
West Paces Advisors
Georgia
$6.46K
APC
694
Aspire Private Capital
North Carolina
$6K
DAM
695
Delta Asset Management
Tennessee
$6K
FRA
696
Front Row Advisors
California
$6K
TCOV
697
Trust Company of Vermont
Vermont
$6K
SIAG
698
Safeguard Investment Advisory Group
California
$6K +$6K +98 New
RCA
699
Ranch Capital Advisors
Florida
$5K -$14K -250 -74%
SL
700
Savior LLC
Massachusetts
$5K