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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 %
JFA
676
JNBA Financial Advisors
Minnesota
$26K
LFG
677
Larson Financial Group
Missouri
$25K
SAM
678
Strategic Asset Management
Minnesota
$25K +$25K +300 New
AIM
679
Anchor Investment Management
South Carolina
$24.7K
Nisa Investment Advisors
680
Nisa Investment Advisors
Missouri
$23.4K +$231 +2,804 +1%
APC
681
Aspire Private Capital
North Carolina
$23K +$23K +283 New
GWSG
682
GPS Wealth Strategies Group
Colorado
$21K
IRC
683
Investors Research Corp
Georgia
$21K
EARNEST Partners
684
EARNEST Partners
Georgia
$21K
BIA
685
Bell Investment Advisors
California
$21K +$21K +255 New
NL
686
NVWM LLC
Pennsylvania
$20K
MSFP
687
Mark Sheptoff Financial Planning
Connecticut
$19K
PMFA
688
Plante Moran Financial Advisors
Michigan
$19K
WAS
689
Winch Advisory Services
Wisconsin
$19K +$161 +2 +0.9%
NICM
690
Neo Ivy Capital Management
New York
$18K +$18K +355 New
FP
691
Financial Perspectives
Minnesota
$17.8K
HPC
692
HM Payson & Co
Maine
$17K +$415 +5 +3%
CC
693
Corsicana & Co
Texas
$16K
CB
694
Community Bank
New York
$16K
GTAM
695
Global Trust Asset Management
Florida
$16K
ME
696
McIlrath & Eck
Washington
$15K
AWM
697
Avior Wealth Management
Nebraska
$15K +$7.78K +99 +108%
BWA
698
BDO Wealth Advisors
Florida
$14K
SN
699
Sittner & Nelson
Oregon
$14K
IAS
700
IMA Advisory Services
Colorado
$13K