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 %
LWA
726
Lenox Wealth Advisors
New York
$7K +$438 +5 +7%
RFA
727
Reilly Financial Advisors
California
$7K +$6.17K +74 +740%
IFAM
728
Institutional & Family Asset Management
Colorado
$6K -$9.04K -104 -60%
PWMG
729
Prestige Wealth Management Group
New Jersey
$6K
CA
730
Crewe Advisors
Utah
$5K
CTB
731
Country Trust Bank
Illinois
$5K +$5K +55 New
BCWM
732
Bartlett & Co Wealth Management
Ohio
$4.12K -$824 -10 -17%
BC
733
Bartlett & Co
Ohio
$4K -$800 -10 -17%
FMP
734
Financial Management Professionals
Texas
$4K
HR
735
Howe & Rusling
New York
$4K
EWA
736
Evolution Wealth Advisors
Florida
$4K
LF
737
Lee Financial
Texas
$4K +$4K +43 New
DFCM
738
Dark Forest Capital Management
Puerto Rico
$4K +$4K +46 New
CPFP
739
Clear Perspectives Financial Planning
Ohio
$4K +$4K +50 New
CI Investments Inc
740
CI Investments Inc
Ontario, Canada
$4K +$4K +51 New
EBA
741
Eagle Bay Advisors
New York
$3K -$12.5K -137 -81%
PP
742
Pacifica Partners
Canada
$3K
SIM
743
Sonora Investment Management
Arizona
$3K
IF
744
Ironwood Financial
Arizona
$3K
CWA
745
Clearview Wealth Advisors
Oregon
$3K
BWM
746
BerganKDV Wealth Management
Minnesota
$3K +$75 +1 +3%
TWP
747
TFO Wealth Partners
Ohio
$3K +$3K +32 New
HFS
748
Horizon Financial Services
North Carolina
$2K
TFM
749
TFC Financial Management
Massachusetts
$1K
CAGAS
750
Capital Advisory Group Advisory Services
Minnesota
$1K