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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 %
IFAM
676
Institutional & Family Asset Management
Colorado
$12K
SN
677
Sittner & Nelson
Oregon
$12K
BWA
678
BDO Wealth Advisors
Florida
$12K
AL
679
ADE LLC
Maryland
$11K -$88.7K -1,234 -89%
CA
680
Crewe Advisors
Utah
$11K
BAM
681
Bellevue Asset Management
Washington
$11K +$144 +2 +1%
IAS
682
IMA Advisory Services
Colorado
$11K +$3.69K +52 +50%
CFFP
683
Center for Financial Planning
Michigan
$10K -$22.6K -300 -69%
SWM
684
Selective Wealth Management
Virginia
$10K -$7.86K -110 -44%
WWM
685
Wolff Wiese Magana
California
$10K
AIG
686
American International Group
New York
$9.33K -$295 -4,117 -3%
MRCM
687
M&R Capital Management
New Jersey
$9K
TFO
688
Tarbox Family Office
California
$8K
PFA
689
Professional Financial Advisors
Nebraska
$8K
NFSG
690
Newbridge Financial Services Group
Florida
$8K
MWP
691
Meridian Wealth Partners
Pennsylvania
$8K +$8K +117 New
TAM
692
Tucker Asset Management
Colorado
$7.59K -$4.3K -60 -36%
WPA
693
West Paces Advisors
Georgia
$7.16K
DAM
694
Delta Asset Management
Tennessee
$7K
FRA
695
Front Row Advisors
California
$7K
TCOV
696
Trust Company of Vermont
Vermont
$7K
LCM
697
Logan Capital Management
Pennsylvania
$7K +$7K +100 New
AWM
698
Avior Wealth Management
Nebraska
$6K -$3.52K -54 -37%
PWMG
699
Prestige Wealth Management Group
New Jersey
$6K
RCA
700
Ranch Capital Advisors
Florida
$6K