WELL icon

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 %
LPWM
701
Lake Point Wealth Management
Texas
$13K
AL
702
ADE LLC
Maryland
$13K
BAM
703
Bellevue Asset Management
Washington
$13K +$84 +1 +0.6%
PCA
704
Providence Capital Advisors
North Carolina
$12K
LCM
705
Logan Capital Management
Pennsylvania
$11K
MRCM
706
M&R Capital Management
New Jersey
$11K
CFFP
707
Center for Financial Planning
Michigan
$11K
FCA
708
FinTrust Capital Advisors
South Carolina
$10K -$26K -325 -72%
HWMA
709
Heritage Wealth Management (Arizona)
Arizona
$10K
WWM
710
Wolff Wiese Magana
California
$10K
NFSG
711
Newbridge Financial Services Group
Florida
$10K
SSB
712
Sandy Spring Bank
Maryland
$9K
PFA
713
Professional Financial Advisors
Nebraska
$9K
TWA
714
TCI Wealth Advisors
Arizona
$9K +$2.95K +37 +49%
TAM
715
Tucker Asset Management
Colorado
$8.52K
WPA
716
West Paces Advisors
Georgia
$8.24K
DAM
717
Delta Asset Management
Tennessee
$8K
MA
718
Montag & Associates
Georgia
$8K
KIG
719
Kowal Investment Group
Wisconsin
$8K +$8K +100 New
TG
720
TCW Group
California
$7.43K -$2.39K -29,050 -24%
MGIM
721
M&G Investment Management
United Kingdom
$7.31K
ETC
722
Exchange Traded Concepts
Oklahoma
$7K -$544 -7 -7%
FRA
723
Front Row Advisors
California
$7K
RCA
724
Ranch Capital Advisors
Florida
$7K
RA
725
Resolute Advisors
California
$7K