WELL icon

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 %
RFA
701
Reilly Financial Advisors
California
$5K
SL
702
Savior LLC
Massachusetts
$5K
TWA
703
TCI Wealth Advisors
Arizona
$5K +$4.07K +48 +436%
KFI
704
Key Financial Inc
Pennsylvania
$5K +$5K +64 New
BCWM
705
Bartlett & Co Wealth Management
Ohio
$4.3K
BC
706
Bartlett & Co
Ohio
$4K
ST
707
Sageworth Trust
Pennsylvania
$4K
RWG
708
Regal Wealth Group
California
$4K
EWA
709
Evolution Wealth Advisors
Florida
$4K
HR
710
Howe & Rusling
New York
$4K +$400 +5 +11%
AWC
711
Abundance Wealth Counselors
Pennsylvania
$4K +$4K +50 New
WCM
712
Wealthcare Capital Management
Virginia
$4K +$4K +55 New
RA
713
Resolute Advisors
California
$4K +$4K +78 New
SIM
714
Sonora Investment Management
Arizona
$3K -$1.34K -17 -31%
FHC
715
First Horizon Corporation
Tennessee
$3K -$67 -1 -2%
FMP
716
Financial Management Professionals
Texas
$3K
BWM
717
BerganKDV Wealth Management
Minnesota
$3K
KFP
718
KB Financial Partners
New Jersey
$3K +$3K +40 New
HFS
719
Horizon Financial Services
North Carolina
$2K -$28.6K -357 -93%
CHC
720
City Holding Co
West Virginia
$2K
IF
721
Ironwood Financial
Arizona
$2K
SFO
722
Standard Family Office
South Dakota
$2K
TFA
723
Transamerica Financial Advisors
Florida
$2K +$95 +1 +5%
MLFP
724
MPS Loria Financial Planners
Illinois
$1K
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$1K